Specialist UK Estate Planning
Are Your UK Assets Protected?
If you are a British expat living abroad, your UK estate may be at serious risk without a valid Will and proper tax planning in place. We specialise in protecting UK assets for British expats worldwide — entirely remotely.
⚠️ UAE law freezes all assets on death without a valid Will
⚠️ UK Inheritance Tax applies to your worldwide assets regardless of where you live
The Risk of doing nothing
Many British expats assume that because they live abroad, UK inheritance and estate planning rules no longer apply to them. This is one of the most costly misconceptions we encounter. The reality is stark:
⚠️ Your UK property, pensions and bank accounts are subject to UK law regardless of where you live.
⚠️ Without a valid UK Will, your estate passes under intestacy rules — which may not reflect your wishes.
⚠️ In the UAE, assets are frozen immediately on death and Sharia law may be applied by default.
⚠️ From April 2025, new UK tax residency rules mean your worldwide assets may be subject to UK Inheritance Tax even after leaving the UK.
⚠️ Without a Lasting Power of Attorney, your family cannot manage your UK affairs if you lose capacity abroad.
The good news is that all of this is entirely preventable — with the right estate plan in place.
UK Will Writing
A professionally drafted UK Will ensuring your assets are distributed exactly as you intend. Valid, legally sound and tailored to your circumstances as an expat.
Inheritance Tax Planning
IHT advice tailored to your expat situation. We identify your UK tax exposure and put strategies in place to legitimately minimise your liability.
A complete UK estate planning and tax advisory service designed specifically for British expats — delivered entirely remotely, wherever you are in the world.
How we can help British Expats
Lasting Power of Attorney
Appoint trusted people to manage your UK financial and health affairs if you ever lose capacity whilst living abroad. Essential for every expat.
Tax Advisory
Cross border tax planning for British expats. We help you understand your UK tax position and plan effectively across multiple jurisdictions.
Trust Planning
Protect your UK assets from unnecessary inheritance tax and ensure they pass seamlessly to your chosen beneficiaries across borders.
Complete Estate Review
A full review of your UK estate, tax position and planning needs. The perfect starting point for expats who don't know where to begin.
Territories We Serve
Specialist cross-border estate planning for British expats across key global regions.
UAE
Dubai & Abu Dhabi - The UAE has planning risks for British expats. Without a valid UK Will, UAE law may be applied to your estate by default. We help British expats in the UAE protect their UK assets quickly and efficiently.
India
Mumbai, Delhi & Beyond -Thousands of British expats in India hold significant UK property, pension and investment assets. We ensure your UK estate is properly protected and your wishes are legally documented.
Malaysia
Kuala Lumpur & Beyond - A growing British expat community in Malaysia with significant UK asset exposure. We provide fully remote estate planning consultations for British expats across the country.
USA
Across All States - British expats in the USA often hold assets in both countries. We handle the UK side of your estate plan with precision, working alongside your US advisers where needed.
Africa
South Africa, Nigeria, Kenya & Beyond - A significant British and Commonwealth expat community across Africa with UK estate planning needs that are frequently overlooked. We are here to help.
Don't see your country listed? We serve British expats worldwide. Contact us today to discuss your situation.
Step 01
Book Your Free Consultation
Simply complete our online form or email hello@heritanceplanning.com to book your free 30 minute video consultation. We work around your time zone — morning, afternoon or evening appointments available.
How It Works
Getting your UK estate protected is simpler than you think. Our streamlined remote process means everything is handled efficiently from wherever you are in the world.
🔒 Fully secure and confidential. All documents stored safely in our client portal.
Step 02
We Build Your Estate Plan
Following your consultation we professionally draft all your documents — Will, LPA, Trust or tax planning advice — tailored precisely to your circumstances. Most estates are completed within 5 working days.
Step 03
You're Protected
Your documents are delivered securely through our client portal. Review, approve and sign digitally from wherever you are in the world. Your UK estate is now fully protected.
Expat Estate Planning Packages
Transparent pricing tailored to your individual circumstances. All fees agreed upfront following your free consultation — no hidden costs, no hourly billing surprises. Packages starting from £495.
Expat Complete starting from £1,495
For expats with complex estates who need full planning including tax advice.
- Free 30 minute consultation
- Mirror Wills for couples
- Both LPAs
- Trust Planning
- Letter of wishes
- IHT Review and planning advice
- Full tax review
- Secure digital document delivery
- Client portal access
- Priority turnaround
Final pricing is confirmed following your free consultation and is based on the complexity of your individual circumstances. We will always agree fees transparently before any work begins.
All prices include VAT. Payment plans available on request. Not sure which package is right for you? Book a free consultation and we will advise you.
Don't Leave Your UK Estate Unprotected
Everyday without a valid Will and estate plan is a day your assets are uneccesarily at risk. Book your free no obligation consultation today and let us protect what matters most.
⚠️ Remote appointments available across all time zones — morning, afternoon and evening.