Once we have completed our advice process, it is highly recommended that you engage with an estate planning specialist lawyer. The work we complete will ensure your non-estate assets of UK Pension or Australian Superannuation are nominated to the beneficiaries you wish it to be. We complete with you Binding Death Benefit Nominations and register them with the relevant pension/super provider.

However, there may well be assets that require specific, qualified legal advice to ensure there is no conflict between your UK assets and your Australian assets. We always recommend that you have a current, valid Will in place as well as Powers of Attorney.

If you maintain property in the UK are you potentially exposing your family to Inheritance Tax liability? Are your wishes recorded in both jurisdictions? Is there a conflict that demands resolving?

We would be delighted to introduce you to a specialist estate planning lawyer who can either deal on your behalf or refer you to a specialist in your state.