Course description
Cross-border estate planning has always been a difficult undertaking, made more so by the UK’s departure from the EU. Now more than ever, it is vital that you have a working knowledge of how cross border estates affect the planning and administration of your client’s finances.
Alvaro Aznar Azcarate presents this comprehensive and informative webinar that surveys the issues you are likely to face, as well as the latest developments following Brexit. It will cover the EU Succession Regulation, the European Succession certificate, the differences between habitual residence and domicile, matrimonial property regimes, UK inheritance tax with foreign assets and more.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
This new webinar will consider the issues arising in the administration of cross-border estates and estate planning.
It is aimed at advisors in England & Wales and will highlight problems that may arise such as a foreign will in the UK.
It will also consider estate planning and administration in Spain, as well as how mental incapacity issues are dealt with in Spain.
What You Will Learn
This webinar will cover the following:
- The EU Succession Regulation & European Succession Certificate
- Habitual residence v domicile
- Having one or two wills
- Issues with foreign wills in England and Wales
- Matrimonial property regimes and the impact on succession
- UK inheritance tax with foreign assets when no double tax treaty is available (the case of UK-Spain)
- Estate planning when your client owns Spanish assets
- The process of administering an estate in Spain
- Brief reference to the use of LPAs in Spain
Expenses
MBL Seminars Limited
MBL is a leading learning and development provider for professional service firms. Over the past 18 years, more than 198,000 people across 23,000 different organisations spanning 81 countries, have chosen us to deliver their training. With over 800 expert speakers...