The UK Wealth Framework Has Shifted.

For some, the impact is minimal.
For others, it alters estate exposure entirely.

This discussion is designed to help you determine which side of that line you sit on - and what action, if any, is required.

What You Will Leave With

By the end of the evening, you will understand:

• Whether your pension wealth may fall within estate scope under proposed rules
• If your estate exposure has increased in practical terms
• Whether trusts, Family Investment Companies, or alternative structures warrant review
• How recent tax reforms, including the end of the non-dom regime and adjustments to capital taxation may affect long-term estate positioning
• How the UK compares with Spain, Portugal, Cyprus, France, Switzerland, and Monaco, for long-term positioning
• The correct sequencing if restructuring is required
• What not to do prematurely

Clarity on whether you need to act - or whether you can confidently hold your current position.

Why This Matters Now

The UK has moved toward a residence-based framework that materially alters inheritance exposure. At the same time, the long-standing non-dom regime is ending, further reshaping how internationally mobile wealth is taxed.

Unused pension wealth is expected to fall within inheritance tax scope from 2027. Long-term residence status now carries greater weight in estate positioning than many assume.

For estates above standard inheritance thresholds, these shifts are not theoretical. They may materially change long-term exposure.

The question is no longer academic.
It is whether your current structure still works under the updated framework.

‍

‍

‍

‍