What you leave, planned in both countries.
Families who own property or investments in both countries, or whose children live in the other one.
Summary of terms
Note
2.2
Fees from
From €3,000 / £2,600 per plan
Timing
A plan within two months
For
Families with assets in both countries
Led by
Marta Lozano
Fees are fixed in writing before we start. Excl. VAT.
1
What’s included.
Everything below is part of the fee. Anything else is quoted in writing first.
- A map of what passes to whom under each law
- Wills that work in both countries
- Lifetime gifts planned for ISD and IHT
- Coordination with notaries and solicitors
- A review whenever the family changes
2
How it works.
The same steps every time, with dates you can plan around.
Map
We list what you own, where, and how each country would tax it today.
Plan
We propose wills, gifts and structures, and coordinate notaries and solicitors in both countries.
3
Who works on it.
A named lead adviser and the people who prepare your filings.
Marta Lozano
Managing partner
Thomas Ferris
Partner
4
Further reading.
Guides from the same practice, written by our advisers.
5
Other services.
In the same practice, each with its own page.