Overview

Private client matters often combine family, commercial and tax issues across jurisdictions. We present a multi-disciplinary approach that aligns legal, fiduciary and tax steps to protect assets and support succession objectives. For details on our firm and approach see /our-firm/ and the services overview at /our-practices/.

Core services

Wealth structuring & succession planning

Drafting wills and entity arrangements to support orderly transfer and practical administration of wealth.
View related services

Trusts creation & trustee advice

Advice on trust design, trustee duties and practical administration, for both onshore and commonly used cross-border structures.
Tax considerations

International tax advisory

Practical guidance on residence, cross-border transfers and tax-efficient arrangements relevant to international clients
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Probate & estate administration

Assistance with estate administration, grant applications and coordination where assets or heirs are in multiple jurisdictions.
Cross-border dispute coordination

Complex probate and cross-border coordination

Probate involving foreign assets often requires coordination with local counsel, careful review of testamentary documents and clear communication with executors and beneficiaries. Where disputes arise, we map jurisdictional issues and work with appropriate specialists to achieve practicable resolution paths.For examples of practice areas that commonly intersect with private client work, see Foreign direct investment and Financial services regulatory.

How we typically work — practical steps

1. Initial assessment
Confidential review of documents and objectives; identify cross-border touchpoints.
2. Strategy & scope
Agree priorities, jurisdictional actions and key milestones.
3. Documentation
Prepare, review and execute wills, trust instruments, powers and authority letters as required.
4. Administration & representation
Manage probate filings, creditor processes and asset transfers; instruct local counsel where needed.
5. Ongoing review
Periodic updates to reflect changes in circumstances, law or ownership.

Frequently asked questions

How do you handle cross-border probate cases?We assess which jurisdictions are engaged, identify applicable documentary and procedural requirements, then coordinate with local advisers to complete necessary filings and transfers.
What services are included in inheritance tax planning?Typical services include reviewing residence and domicile positions, structuring ownership, and preparing documentation that supports the chosen tax approach. Specific advice depends on the jurisdictions involved.
Can you assist trustees and beneficiaries in disputes?Yes. Where conflicts concern interpretation of instruments, fiduciary duties, or asset tracing, we define the legal issues and work with specialist teams to protect client rights.
How do you address mental capacity issues affecting estate matters?We provide guidance on steps to establish or challenge capacity, including preparing or reviewing medical evidence and coordinating with relevant authorities and local counsel.
What should I bring to an initial consultation?Copies of wills, trust deeds, recent asset lists, relevant correspondence, and any court or administration documents help us provide a focused initial assessment.
How do you approach asset recovery or fraud claims?We evaluate available remedies, engage investigators and coordinate legal steps across jurisdictions to trace and, where appropriate, pursue recovery through civil or insolvency routes.

Schedule a focused consultation

If you would like an initial discussion about private wealth, succession or a probate matter, book a short consultation or email our team. We will confirm scope and provide a clear estimate before proceeding.
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Email: info@trw.org
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