On Demand

Don’t Overlook Your Domicile: Impact on UK Inheritance Tax Explained

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23/06/2023

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clock icon 15:00:00 BST

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Approx 30 minutes

Holborn Webinars Presents

Welcome to the Holborn Assets webinar series. As a leading global financial services company, we're committed to empowering our clients with the knowledge and tools to navigate the complex, offshore financial landscape. Our webinars offer valuable insights from our financial consultants and industry experts, covering a wide array of topics.

Whether you're a seasoned investor, just starting on your financial journey or thinking of making the move overseas, our webinars are geared to educate, inspire, and provide actionable strategies that align with your unique financial goals. Explore the details below to learn more about our upcoming webinar, and join us at the event by registering.

About the Webinar

Often a blind spot in estate planning, the complex domicile rules can catch many British expats off guard, leading to unexpected inheritance tax liabilities on the assets they leave behind to their loved ones.

Our educational webinar will provide clarity on this overlooked area, where we will shed light on how your domicile status affects inheritance tax and what this means for your worldwide estate.

By attending the webinar, you will have the opportunity to gain valuable estate planning insights and have your questions answered by our panel of trust and estate planning experts.

Join us on the 6th of June to take the first step in securing your estate and maximising your legacy.

Key Points

  • Clarifying the differences between citizenship, residency, and domicile status
  • How to determine your domicile status
  • How your domicile status can result in your estate being subject to inheritance tax
  • Brief overview of Inheritance Tax Rules
  • IHT rules within a mixed domicile marriage
  • Q&A with our team of inheritance tax specialists

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    Meet your webinar host

    Alex Herbert, Managing Partner, Holborn Assets

    Alex Herbert

    Managing Partner, Holborn Assets

    Alex started his career at HSBC in the UK and quickly found that he wanted to work in Financial Services in the international marketplace. Alex left the UK in 2004 and has since lived and worked in Brazil, Holland, Spain and the UAE.

    Other speakers

    Nial Grandison, Senior Associate, Holborn Assets

    Nial Grandison

    Senior Associate, Holborn Assets

    David White, Chartered Tax Planner and Managing Directo, QB Partners

    David White

    Chartered Tax Planner and Managing Directo, QB Partners

    Scott Hood, Trust and Estate Planning Consultant, QB Partners

    Scott Hood

    Trust and Estate Planning Consultant, QB Partners

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