Unlock the most powerful tools to shield your wealth from inheritance tax and secure your legacy with trusts built for expat families.
Written by Thomas Sleep,
Founder of My Intelligent Investor
A UK qualified financial adviser with over a decade of cross-border experience, this guide is built on real expat scenarios, not theory. You’ll learn strategies used by expats to keep more of what they’ve earned, wherever life takes them next.
Structure your wealth with confidence.
This eBook gives expats the tools to reduce inheritance tax, protect their family, and pass on wealth across borders without confusion or delay. You’ll discover how trusts, tax wrappers, and smart structuring can turn a lifetime of effort into a lasting legacy, and avoid the common mistakes that cost families millions.
Written by a UK-qualified adviser who specialises in expat estate planning, this isn’t theory, it’s what’s working right now for globally mobile families like yours.
In this eBook you will learn about...
Your Family Could Lose 40% of Your Wealth to Inheritance Tax
Most expats underestimate how aggressively their estate could be taxed, even if they’ve lived abroad for years. Without the right structures, various countries may claim up to 40% of everything you leave behind.
Your Pensions Are
No Longer Safe
from IHT
From April 2027, unused UK pensions will be taxed as part of your estate. That “safe pot” you thought would pass tax-free may now create a double tax bill for your heirs, unless you take action now.
Your Family Might Face Delays, Disputes, or Legal Battles
Wills can be contested, and probate can drag on for years. If your wealth isn’t properly structured, your loved ones could be left waiting, or worse, fighting, at a time they need clarity and support the most.
Your Wealth May Be Exposed in the Wrong Jurisdiction
Some pension opportunities have an expiry date. Whether it’s tax efficiency, changing legislation, jurisdictional rules, or delay, could cost you more than you think. This eBook outlines the windows you can’t afford to miss.
Trusts Aren’t Just for the Ultra-Wealthy, They’re for the Prepared
Too many expats think trusts are “too advanced” or “not for them.” The truth? The right trust could be the difference between protecting your children’s future and leaving them with a financial mess.
Your Family Might Not Understand, or Be Able to Access, Your Legacy
Without proper planning, your partner or children may be left guessing. Where are the accounts? Who owns what? What did you intend? This isn’t just about money. It’s about avoiding confusion, conflict, and regret.
