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Cross-Border Worldwide - Tax & Trusts

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Cross-Border Worldwide: Tax, Trusts, & Estate Planning 🌍 Experts with 20+ years of experience.

Cross-Border is a professional services firm, specialising in Estate and Trust Planning, Tax Structuring, Asset Allocation, Real Estate and Foreign Investment Structuring, and Residence & Citizenship Planning.

25/09/2026

𝗬𝗼𝘂𝗿 𝗪𝗶𝗹𝗹 𝘄𝗮𝘀 𝗿𝗶𝗴𝗵𝘁 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗹𝗶𝗳𝗲 𝘄𝗵𝗲𝗻 𝘆𝗼𝘂 𝗺𝗮𝗱𝗲 𝗶𝘁. 𝗕𝘂𝘁 𝗶𝘀 𝗶𝘁 𝗿𝗶𝗴𝗵𝘁 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗹𝗶𝗳𝗲 𝗻𝗼𝘄? 📄

A lot can change in a few years.

You might have bought another property.
Your children may now be adults.
An executor may no longer be the right choice.
You may have moved abroad — or acquired assets in another country. 🌍

So here are five things worth checking:

✓ Beneficiaries — are the right people included?
✓ Executors — are they still the people you would choose today?
✓ Overseas assets — have you acquired property, investments or other assets abroad?
✓ Life changes — has your family, financial or personal situation changed?
✓ Your wishes — does the Will still say what you actually want?

A Will shouldn't simply sit in a drawer for decades.

When did you last review yours — less than 2 years ago, 2–5 years ago, or longer?

👇 Tell us below.

🌍 Different places. Same family. A more secure tomorrow.

https://www.rfr.bz/ff7285ee3

General information only. The appropriate estate-planning arrangements depend on individual circumstances and the jurisdictions involved.

24/09/2026

🚨: 𝗕𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝘄𝗲𝗮𝗹𝘁𝗵 𝗶𝘀 𝗼𝗻𝗹𝘆 𝗵𝗮𝗹𝗳 𝘁𝗵𝗲 𝗷𝗼𝗯. 𝗠𝗮𝗸𝗶𝗻𝗴 𝘀𝘂𝗿𝗲 𝗶𝘁 𝗿𝗲𝗮𝗰𝗵𝗲𝘀 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 𝗶𝘀 𝘁𝗵𝗲 𝗼𝘁𝗵𝗲𝗿 𝗵𝗮𝗹𝗳.

That’s what makes estate planning interesting.

Someone can spend 30 or 40 years building investments, pensions, property and a business.

But eventually the question changes.

It stops being:

“How do I grow my wealth?”

And becomes:

“How do I transfer it?”

That means thinking about your will, beneficiaries, pensions, lifetime gifts, trusts where appropriate, life cover and the potential Inheritance Tax bill.

In the UK, the standard Inheritance Tax rate is 40% on the part of an estate above the available thresholds. The basic nil-rate band is currently £325,000, with additional residence-related allowances potentially available in qualifying circumstances.

Lifetime planning matters too.

Certain gifts can fall outside the estate if the donor survives for seven years, while separate exemptions exist for annual gifts and qualifying regular gifts made from surplus income.

And pensions are changing.

From 6 April 2027, most unused pension funds and pension death benefits will be brought into the estate for Inheritance Tax purposes.

The point isn’t simply to accumulate the biggest number possible.

It’s to have a plan for what happens to that number when you’re no longer here.

Wealth creation builds the estate.

Estate planning decides what happens next.

23/09/2026

𝗬𝗼𝘂𝗿 𝗪𝗶𝗹𝗹 𝘄𝗮𝘀 𝗿𝗶𝗴𝗵𝘁 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗹𝗶𝗳𝗲 𝘄𝗵𝗲𝗻 𝘆𝗼𝘂 𝗺𝗮𝗱𝗲 𝗶𝘁. 𝗕𝘂𝘁 𝗶𝘀 𝗶𝘁 𝗿𝗶𝗴𝗵𝘁 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗹𝗶𝗳𝗲 𝗻𝗼𝘄? 📄

A lot can change in a few years.

You might have bought another property.
Your children may now be adults.
An executor may no longer be the right choice.
You may have moved abroad — or acquired assets in another country. 🌍

So here are five things worth checking:

✓ Beneficiaries — are the right people included?
✓ Executors — are they still the people you would choose today?
✓ Overseas assets — have you acquired property, investments or other assets abroad?
✓ Life changes — has your family, financial or personal situation changed?
✓ Your wishes — does the Will still say what you actually want?

A Will shouldn't simply sit in a drawer for decades.

When did you last review yours — less than 2 years ago, 2–5 years ago, or longer?

👇 Tell us below.

🌍 Different places. Same family. A more secure tomorrow.

https://www.rfr.bz/fc05334ec

General information only. The appropriate estate-planning arrangements depend on individual circumstances and the jurisdictions involved.

22/09/2026

𝗡𝗘𝗪 𝗛𝗠𝗥𝗖 𝗨𝗣𝗗𝗔𝗧𝗘 🚨: The rules around pensions and Inheritance Tax are changing — and it could reshape estate planning.

From 6 April 2027, most unused pension funds and pension death benefits will be brought into a person's estate for Inheritance Tax purposes.

HMRC has now published further details on how the new system will actually work.

That's important for anyone who's spent years building wealth through pensions, investments, property and business assets.

Because the question is no longer just:

“How do I build my wealth?”

It's also:

“How do I pass it on efficiently?”

21/09/2026

Your family may live in one country.
Your property may be in another.
Your savings or investments may be somewhere else entirely. 🌍

Estate planning becomes more complicated when your life crosses borders — but your plan doesn't have to feel complicated.

At Cross-Border Worldwide, we help people think through what they own, where it is held and who they want to protect.

Because wherever life takes you, the goal remains the same:

Protect the people who matter.

🌐 Find out more at crossborderworldwide.com.

06/09/2026

People often name an executor the way they’d choose someone for a wedding toast — a brother, the eldest child, a close friend. But here’s what you’re actually asking of them.

• Value the entire estate i.e. every account, property, pension, policy and possession
• Complete the inheritance tax return, and in many cases pay the tax before they can access the money to pay it with
• Apply for the grant of probate
• Chase institutions that take weeks to reply
• Settle debts, sell property, distribute correctly
• Carry personal liability if they get it wrong
• Nine to twelve months of administration. While grieving and usually alongside a full time job.

You can spare them most of it. Structuring the estate properly now, and letting a professional handle the probate, turns a year of stress into a manageable process.

11/08/2026

Protect Your Pets with Our Pet Care Estate Plan Bundle! 🐾

As pet owners, we all want to ensure our furry friends are well taken care of, no matter what happens. That's why we've created the Pet Care Estate Plan Bundle—a comprehensive solution designed to give you peace of mind, knowing your beloved pets will always be in safe hands.

Our bundle includes:

Testimentary Pet Trusts: Secure the funds needed for your pet's ongoing care.
Pet Power of Attorney: Appoint a trusted person to make decisions on your behalf if you're unable to do so.
Pet Care Instructions: Provide detailed guidance on your pet’s daily needs, preferences, and medical care.

Watch our video to learn more about how our Pet Care Estate Plan Bundle can safeguard your pet’s future. 📹🐶🐱

Ensure your pet is protected just like any other member of your family. Contact us today to get started! 💼🐾 https://www.rfr.bz/ff3f7d21d

07/08/2026

A will is only worth something if it's valid.

The five most common ways a homemade will fails:

Witnessing. Two witnesses, both present, neither of them nor their spouse a beneficiary. Get this wrong and your beneficiary loses their gift entirely.
Vague wording. "My savings to be split fairly" is not an instruction. It's an invitation to litigate.
No residuary clause. You've listed specific gifts but said nothing about what's left over. Whatever remains falls back to intestacy.
Never signed. Downloaded, drafted, filed in a drawer. Legally worthless.
Never updated. In England and Wales, marriage generally revokes an existing will.

A £10 template that fails costs more than a properly drafted will that works.

https://www.rfr.bz/fb168c7dc

31/07/2026

"𝗠𝘆 𝗽𝗮𝗿𝘁𝗻𝗲𝗿 𝘄𝗶𝗹𝗹 𝗴𝗲𝘁 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝗮𝗻𝘆𝘄𝗮𝘆."

Not necessarily. And if you're not married or in a civil partnership, almost certainly not.

Under the intestacy rules in England and Wales, an unmarried partner has no automatic entitlement. None. It doesn't matter if you've been together thirty years, share a mortgage, and raised children together.

The estate passes down a fixed statutory ladder. Spouse, then children, then parents, then siblings.

Your partner isn't on it.

Their option at that point is a claim under the Inheritance (Provision for Family and Dependants) Act 1975. A court process, at their expense, while grieving.

A will takes an afternoon. The alternative takes years.

https://www.rfr.bz/f02340483

27/07/2026

Most people spend more on a weekend away than they spend protecting everything they own.

Putting a will in place takes around 15 minutes of your time.
Now compare that to what happens without one.

Probate typically takes 9 to 12 months. If the estate is contested, 18 to 24 months. Legal and administrative fees commonly run between 1% and 5% of the total estate value.

On a £600,000 estate, that’s up to £30,000. Gone, before anyone inherits a penny.

The cost was never the will. The cost was the absence of one.
Take our two‑minute quiz and see which plan fits your situation.

https://www.rfr.bz/f7e3af7db

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