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Cross-Border Worldwide - Tax & Trusts

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Cross-Border Worldwide - Tax & Trusts

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.

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

28/06/2026

𝗝𝗼𝗶𝗻𝘁 𝗧𝗲𝗻𝗮𝗻𝗰𝘆 𝘃𝘀 𝗧𝗲𝗻𝗮𝗻𝗰𝘆 𝗶𝗻 𝗖𝗼𝗺𝗺𝗼𝗻 - 𝗔 𝗤𝘂𝗶𝗰𝗸 𝗚𝘂𝗶𝗱𝗲 𝗳𝗼𝗿 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗢𝘄𝗻𝗲𝗿𝘀
When buying property together, the ownership structure you choose affects control, inheritance, and long‑term protection.

𝗝𝗼𝗶𝗻𝘁 𝗧𝗲𝗻𝗮𝗻𝗰𝘆
Owners hold the property equally. If one passes away, their share automatically transfers to the surviving owner.
Straightforward, but it cannot be directed through a Will.

𝗧𝗲𝗻𝗮𝗻𝗰𝘆 𝗶𝗻 𝗖𝗼𝗺𝗺𝗼𝗻
Each owner holds a defined share. There is no automatic transfer.
Your share passes according to your Will, giving flexibility for families, blended households, and unequal contributions.

𝗧𝗮𝗹𝗸 𝘁𝗼 𝗨𝘀
If you’re unsure which structure suits your circumstances, we can help you understand the legal and financial implications before you buy or restructure property.

26/06/2026

💖 Family Business Trust 💖 £330.00 💖

A Family Business Trust is a type of trust established for the purpose of holding and managing a family-owned business. This type of trust is typically used in estate planning to help ensure the smooth transfer of a business from one generation to the next, and to minimise any potential inheritance tax liabilities.
The Family Business Trust is established outside of the will, but is usually referenced in the will. The Business Clause in the will would make a specific reference to business assets that meet HMRC’s Business Property Relief (BPR) criteria.
One advantage of using a Family Business Trust is that it can help to protect the business from potential claims by creditors, as well as from any disputes that may arise between family members. By placing the business assets into a trust, the trustees are responsible for managing the business and making decisions on behalf of the beneficiaries.
Multiple Family Business Trusts may be required to be the most tax efficient, and each Trust would want to receive less than the IHT Nil Rate Band. This is because trusts that receive assets over the IHT Nil Rate Band are subject to inheritance tax at a rate of 20%, and the trust may also be subject to ongoing tax liabilities. Therefore, it is important to structure the trust in a way that minimises tax liabilities while still achieving the desired estate planning goals.
Read More 🛍️ https://crossborderworldwide.com/products/family-business-trust

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19/06/2026

💖 Deed of Assignment of Investment Bond 💖 £320.00 💖

A Deed of Assignment of Investment Bonds can be a valuable tool for those seeking to minimise Inheritance Tax (IHT) and protect their assets from care home fees. This legal document is used to transfer ownership of investment bonds from one individual to another, typically as part of an estate planning strategy.
When drafting a Deed of Assignment, it is important to consider the potential tax implications of the transfer, as well as the need to protect the assets from care home fees in the future. Our experienced estate planning professionals have the knowledge and expertise to guide you through this process and ensure that your assets are properly structured to meet your goals.
One of the key benefits of using a Deed of Assignment of Investment Bonds for IHT minimisation is that it can allow for the transfer of ownership of the bonds to a trust, which can reduce the value of your estate for IHT purposes. Additionally, a well-structured trust can help to protect your assets from care home fees, which can be a significant concern for many people as they age.
When it comes to creating a Deed of Assignment of Investment Bonds, our team of professionals will work closely with you to understand your specific needs and goals, and will provide you with tailored advice and guidance to ensure that your assets are protected and structured in the most effective way possible.
Read More 🛍️ https://crossborderworldwide.com/products/deed-of-assignment-of-investment-bond

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12/06/2026

💖 Deed of Appointment of Trustee for Property Sale (standalone) 💖 £800.00 💖

The Deed of Appointment of Trustee for Property Sale is a critical document in property transactions, formally designating an individual or organisation as a trustee. This document is essential for empowering the trustee with the necessary authority to manage the entire sale process efficiently and in compliance with all relevant legal requirements.
By delineating the specific responsibilities and powers conferred upon the trustee, the Deed of Appointment of Trustee for Property Sale establishes a clear framework for guiding the trustee's actions and decisions during the property sale journey. It ensures the protection of the interests of all parties involved by providing a structured and transparent mechanism for overseeing various aspects of the property sale, including negotiations, contractual obligations, and adherence to regulatory standards.
Furthermore, the document serves as a formal acknowledgment of the trustee's fiduciary duties, underscoring their legal obligations to act in the best interests of the parties engaged in the property sale. This instils a sense of confidence and trust in the process, assuring stakeholders that the property sale will be managed with utmost integrity and professionalism.
Through meticulous drafting, the Deed of Appointment of Trustee for Property Sale effectively addresses the complexities inherent in property transactions, offering a comprehensive legal framework that facilitates the smooth and efficient progression of the sale process.
Read More 🛍️ https://crossborderworldwide.com/products/deed-of-appointment-property-sale-standalone

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05/06/2026

💖 Charity Clause within the Will 💖 £70.00 💖

The Charity Clause within a Will is a provision that allows individuals to donate a specified portion of their estate to a charity or charities of their choice. This type of clause not only has the benefit of making a meaningful gift to a cause that the individual supports, but it also has the potential to provide a reduction in inheritance tax.
In the United Kingdom, when an individual leaves a gift to a charity in their Will, the gift is exempt from inheritance tax. This means that the entire value of the gift is deducted from the individual's estate before inheritance tax is calculated. As a result, including a Charity Clause within a Will can result in a reduction in the inheritance tax liability of the estate.
In addition to this, the inheritance tax rate can be reduced from the standard rate of 40% to 36% if the individual leaves at least 10% of their net estate to charity. This can provide an additional benefit for individuals who choose to include a 10% Charity Clause within their Will.
Read More 🛍️ https://crossborderworldwide.com/products/10-charity-clause-within-the-will

03/06/2026

𝗟𝗼𝗻𝗴‐𝗧𝗲𝗿𝗺 𝗖𝗮𝗿𝗲 𝘄𝗶𝘁𝗵 𝗖𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲
Most families don’t realise how quickly life can change until it does.
A single moment can turn tomorrow’s plans into today’s decisions.

Planning ahead isn’t about fear.
It’s about dignity, choice, control, and protecting the life you’ve worked hard to build.

At Cross-Border Worldwide Ltd, we help you:
• Understand how care fees may affect your assets
• Explore planning options for you, your home, and your estate
• Make informed decisions about your future

Long‑term care planning is one of the greatest gifts you can give yourself and the people you love.
If you’re ready to put the right protections in place, we’re here to guide you with clarity and compassion.

Address

51 Colegate
Norwich
NR31DD

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Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+448081687734

Website

https://crossborderworldwide.com/

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