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Doing business in Australia: international wealth and cross border succession planning

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Manage episode 429249689 series 3494536
Content provided by Hall & Wilcox and Amp; Wilcox. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hall & Wilcox and Amp; Wilcox or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Many Australians have a connection to another jurisdiction, whether they are born overseas, have parents or children who were or own assets overseas. International connections create complexity around succession planning and wealth. Mark Dunphy, Emma Woolley and James Whiley discuss why it’s essential to make a plan that covers multiple jurisdictions, ensures Wills are valid in each jurisdiction and covers the impact of inheritance tax and capital gains tax where applicable. They also discuss some specifics for US and UK jurisdictions.

  continue reading

109 episodes

Artwork
iconShare
 
Manage episode 429249689 series 3494536
Content provided by Hall & Wilcox and Amp; Wilcox. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hall & Wilcox and Amp; Wilcox or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Many Australians have a connection to another jurisdiction, whether they are born overseas, have parents or children who were or own assets overseas. International connections create complexity around succession planning and wealth. Mark Dunphy, Emma Woolley and James Whiley discuss why it’s essential to make a plan that covers multiple jurisdictions, ensures Wills are valid in each jurisdiction and covers the impact of inheritance tax and capital gains tax where applicable. They also discuss some specifics for US and UK jurisdictions.

  continue reading

109 episodes

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