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Cross-Border Worldwide - Tax & Trusts

Name: Cross-Border Worldwide - Tax & Trusts
Address: 51 Colegate, Norwich, NR31DD, GB
Telephone: +448081687734
Price range: Not applicable

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Cross-Border Worldwide - Tax & Trusts

Cross-Border Worldwide: Tax, Trusts, & Estate Planning 🌍 Experts with 20+ years of experience.

Cross-Border is a professional services firm, specialising in Estate and Trust Planning, Tax Structuring, Asset Allocation, Real Estate and Foreign Investment Structuring, and Residence & Citizenship Planning.

23/09/2026

𝗬𝗼𝘂𝗿 𝗪𝗶𝗹𝗹 𝘄𝗮𝘀 𝗿𝗶𝗴𝗵𝘁 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗹𝗶𝗳𝗲 𝘄𝗵𝗲𝗻 𝘆𝗼𝘂 𝗺𝗮𝗱𝗲 𝗶𝘁. 𝗕𝘂𝘁 𝗶𝘀 𝗶𝘁 𝗿𝗶𝗴𝗵𝘁 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗹𝗶𝗳𝗲 𝗻𝗼𝘄? 📄

A lot can change in a few years.

You might have bought another property.
Your children may now be adults.
An executor may no longer be the right choice.
You may have moved abroad — or acquired assets in another country. 🌍

So here are five things worth checking:

✓ Beneficiaries — are the right people included?
✓ Executors — are they still the people you would choose today?
✓ Overseas assets — have you acquired property, investments or other assets abroad?
✓ Life changes — has your family, financial or personal situation changed?
✓ Your wishes — does the Will still say what you actually want?

A Will shouldn't simply sit in a drawer for decades.

When did you last review yours — less than 2 years ago, 2–5 years ago, or longer?

👇 Tell us below.

🌍 Different places. Same family. A more secure tomorrow.

https://www.rfr.bz/fc05334ec

General information only. The appropriate estate-planning arrangements depend on individual circumstances and the jurisdictions involved.

22/09/2026

𝗡𝗘𝗪 𝗛𝗠𝗥𝗖 𝗨𝗣𝗗𝗔𝗧𝗘 🚨: The rules around pensions and Inheritance Tax are changing — and it could reshape estate planning.

From 6 April 2027, most unused pension funds and pension death benefits will be brought into a person's estate for Inheritance Tax purposes.

HMRC has now published further details on how the new system will actually work.

That's important for anyone who's spent years building wealth through pensions, investments, property and business assets.

Because the question is no longer just:

“How do I build my wealth?”

It's also:

“How do I pass it on efficiently?”

21/09/2026

Your family may live in one country.
Your property may be in another.
Your savings or investments may be somewhere else entirely. 🌍

Estate planning becomes more complicated when your life crosses borders — but your plan doesn't have to feel complicated.

At Cross-Border Worldwide, we help people think through what they own, where it is held and who they want to protect.

Because wherever life takes you, the goal remains the same:

Protect the people who matter.

🌐 Find out more at crossborderworldwide.com.

06/09/2026

People often name an executor the way they’d choose someone for a wedding toast — a brother, the eldest child, a close friend. But here’s what you’re actually asking of them.

• Value the entire estate i.e. every account, property, pension, policy and possession
• Complete the inheritance tax return, and in many cases pay the tax before they can access the money to pay it with
• Apply for the grant of probate
• Chase institutions that take weeks to reply
• Settle debts, sell property, distribute correctly
• Carry personal liability if they get it wrong
• Nine to twelve months of administration. While grieving and usually alongside a full time job.

You can spare them most of it. Structuring the estate properly now, and letting a professional handle the probate, turns a year of stress into a manageable process.

11/08/2026

Protect Your Pets with Our Pet Care Estate Plan Bundle! 🐾

As pet owners, we all want to ensure our furry friends are well taken care of, no matter what happens. That's why we've created the Pet Care Estate Plan Bundle—a comprehensive solution designed to give you peace of mind, knowing your beloved pets will always be in safe hands.

Our bundle includes:

Testimentary Pet Trusts: Secure the funds needed for your pet's ongoing care.
Pet Power of Attorney: Appoint a trusted person to make decisions on your behalf if you're unable to do so.
Pet Care Instructions: Provide detailed guidance on your pet’s daily needs, preferences, and medical care.

Watch our video to learn more about how our Pet Care Estate Plan Bundle can safeguard your pet’s future. 📹🐶🐱

Ensure your pet is protected just like any other member of your family. Contact us today to get started! 💼🐾 https://www.rfr.bz/ff3f7d21d

07/08/2026

A will is only worth something if it's valid.

The five most common ways a homemade will fails:

Witnessing. Two witnesses, both present, neither of them nor their spouse a beneficiary. Get this wrong and your beneficiary loses their gift entirely.
Vague wording. "My savings to be split fairly" is not an instruction. It's an invitation to litigate.
No residuary clause. You've listed specific gifts but said nothing about what's left over. Whatever remains falls back to intestacy.
Never signed. Downloaded, drafted, filed in a drawer. Legally worthless.
Never updated. In England and Wales, marriage generally revokes an existing will.

A £10 template that fails costs more than a properly drafted will that works.

https://www.rfr.bz/fb168c7dc

31/07/2026

"𝗠𝘆 𝗽𝗮𝗿𝘁𝗻𝗲𝗿 𝘄𝗶𝗹𝗹 𝗴𝗲𝘁 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝗮𝗻𝘆𝘄𝗮𝘆."

Not necessarily. And if you're not married or in a civil partnership, almost certainly not.

Under the intestacy rules in England and Wales, an unmarried partner has no automatic entitlement. None. It doesn't matter if you've been together thirty years, share a mortgage, and raised children together.

The estate passes down a fixed statutory ladder. Spouse, then children, then parents, then siblings.

Your partner isn't on it.

Their option at that point is a claim under the Inheritance (Provision for Family and Dependants) Act 1975. A court process, at their expense, while grieving.

A will takes an afternoon. The alternative takes years.

https://www.rfr.bz/f02340483

27/07/2026

Most people spend more on a weekend away than they spend protecting everything they own.

Putting a will in place takes around 15 minutes of your time.
Now compare that to what happens without one.

Probate typically takes 9 to 12 months. If the estate is contested, 18 to 24 months. Legal and administrative fees commonly run between 1% and 5% of the total estate value.

On a £600,000 estate, that’s up to £30,000. Gone, before anyone inherits a penny.

The cost was never the will. The cost was the absence of one.
Take our two‑minute quiz and see which plan fits your situation.

https://www.rfr.bz/f7e3af7db

28/06/2026

𝗝𝗼𝗶𝗻𝘁 𝗧𝗲𝗻𝗮𝗻𝗰𝘆 𝘃𝘀 𝗧𝗲𝗻𝗮𝗻𝗰𝘆 𝗶𝗻 𝗖𝗼𝗺𝗺𝗼𝗻 - 𝗔 𝗤𝘂𝗶𝗰𝗸 𝗚𝘂𝗶𝗱𝗲 𝗳𝗼𝗿 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗢𝘄𝗻𝗲𝗿𝘀
When buying property together, the ownership structure you choose affects control, inheritance, and long‑term protection.

𝗝𝗼𝗶𝗻𝘁 𝗧𝗲𝗻𝗮𝗻𝗰𝘆
Owners hold the property equally. If one passes away, their share automatically transfers to the surviving owner.
Straightforward, but it cannot be directed through a Will.

𝗧𝗲𝗻𝗮𝗻𝗰𝘆 𝗶𝗻 𝗖𝗼𝗺𝗺𝗼𝗻
Each owner holds a defined share. There is no automatic transfer.
Your share passes according to your Will, giving flexibility for families, blended households, and unequal contributions.

𝗧𝗮𝗹𝗸 𝘁𝗼 𝗨𝘀
If you’re unsure which structure suits your circumstances, we can help you understand the legal and financial implications before you buy or restructure property.

26/06/2026

💖 Family Business Trust 💖 £330.00 💖

A Family Business Trust is a type of trust established for the purpose of holding and managing a family-owned business. This type of trust is typically used in estate planning to help ensure the smooth transfer of a business from one generation to the next, and to minimise any potential inheritance tax liabilities.
The Family Business Trust is established outside of the will, but is usually referenced in the will. The Business Clause in the will would make a specific reference to business assets that meet HMRC’s Business Property Relief (BPR) criteria.
One advantage of using a Family Business Trust is that it can help to protect the business from potential claims by creditors, as well as from any disputes that may arise between family members. By placing the business assets into a trust, the trustees are responsible for managing the business and making decisions on behalf of the beneficiaries.
Multiple Family Business Trusts may be required to be the most tax efficient, and each Trust would want to receive less than the IHT Nil Rate Band. This is because trusts that receive assets over the IHT Nil Rate Band are subject to inheritance tax at a rate of 20%, and the trust may also be subject to ongoing tax liabilities. Therefore, it is important to structure the trust in a way that minimises tax liabilities while still achieving the desired estate planning goals.
Read More 🛍️ https://crossborderworldwide.com/products/family-business-trust

-business-trust

Address

51 Colegate
Norwich
NR31DD

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+448081687734

Website

https://crossborderworldwide.com/

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