As UK inheritance tax rules expand and US policy evolves, advisers are reassessing how internationally mobile families should approach wealth, residence and succession planning.
Read moreThe Edwin Coe private client team assists private individuals and families for whom wealth preservation is a fundamental requirement. They act as advisers to individuals, families, trusts and family or owner-run businesses both in the United Kingdom and internationally. The Tax team also advises a wide and diverse client database.
As UK inheritance tax rules expand and US policy evolves, advisers are reassessing how internationally mobile families should approach wealth, residence and succession planning.
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This week’s Citywealth Quick Insight Series on Trusts, Wills and Estates Disputes Trends is dedicated to Shams Rahman, Head of Contentious Trusts & Estates at Edwin Coe.
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As the UK faces a potentially tax-heavy Autumn Budget and the US prepares for sweeping sunset changes to estate tax laws, top lawyers and accountants share which rules they praise, which they condemn, and what reforms could reshape private client work in 2025.
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Morag Ofili, Tax Partner (Risk & Disputes) at Edwin Coe LLP
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Morag Ofili, Barrister and Partner in the tax team at Edwin Coe, was named in the Citywealth Top 50 Tax Professionals List 2024.
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As the world globalises, conducting business can no longer be contained within one country. Citywealth speaks to experts on cross-border giving, taxation and US/UK wealth planning to understand the challenges faced by those building bridges for their cross-border clients.
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In this jurisdiction update on Indian wealth management, Citywealth speaks to industry experts to get the download on the rising star that is India’s wealth management market. We dig into immigration options, regulatory and crypto updates, top-of-mind trends, and more.
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In our 60 second interview series, Frank Strachan, former Head of Tax at Edwin Coe speaks to Citywealth about the importance of listening, the increasingly complex tax environment and perfecting his golf swing.
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