\n Jo Summers, who lives near Pocklington, is Head of Private Wealth & Tax at law firm, Jurit LLP, and her guide has been published by The Law Society.\n<\/p>\n
\n Jo said: “International estate planning and administration pose many challenges for private client lawyers – from reconciling differing succession systems to navigating tax and *domicile rules.\u201d\n<\/p>\n
\n Jo draws on real-world case studies and contributions from foreign lawyers to enrich the reader\u2019s understanding of the conflicts, pitfalls, and practical challenges in international estates work.\n<\/p>\n
\n RECOMMENDED READING:\n<\/p>\n
\n She added: \u201cMy aim in writing this book was to produce a practical reference that helps busy private client practitioners anticipate and manage these cross-border complexities with confidence and clarity.\u201d\n<\/p>\n
\n Head of Private Wealth & Tax at Jurit LLP, Jo Summers has built her reputation over many years advising in the private client and wealth space.\n<\/p>\n
\n She is especially noted for her expertise in domicile matters – providing domicile opinions in the contexts of succession, divorce, and tax – and in handling probate applications with cross-border elements.\n<\/p>\n
\n Jo’s experience spans advising UK clients with assets abroad and non-UK clients with assets in the UK, as well as facilitating relief from double taxation where multiple jurisdictions are involved.\n<\/p>\n
\n She brings this experience to bear in the book, which addresses both UK clients holding assets overseas and non-UK clients with assets in England & Wales.\n<\/p>\n
\n Key topics include:\n<\/p>\n
\n \u2022The concept of *domicile and its effect on succession\n<\/p>\n
\n \u2022English succession rules and their interaction with foreign legal systems\n<\/p>\n
\n \u2022Taxation issues and relief from double taxation\n<\/p>\n
\n \u2022Practical steps in applying for probate across jurisdictions\n<\/p>\n
\n \u2022Contentious issues and cross-border disputes\n<\/p>\n
\n \u2022Comparative summaries of succession regimes in selected foreign jurisdictions\n<\/p>\n
\n Nia Cummings, Commissioning Editor, at The Law Society said of the book: \u201cWe are delighted to publish How to Deal with International Estates following the recent changes to domicile\/residence rules.\n<\/p>\n
\n “It will provide everything a busy practitioner needs to identify and navigate the complex planning and regulatory compliance issues involved in an international estate.\u201d\n<\/p>\n
\n Anthony Garrod, Partner at Jurit LLP, added:”We are thrilled that Jo has produced this timely and much-needed resource.\n<\/p>\n
\n “Her depth of insight into international estates is a tremendous asset to both practitioners and clients, and this publication further cements Jurit LLP\u2019s standing in cross-border private wealth and succession matters.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"Jo Summers, who lives near Pocklington, is Head of Private Wealth & Tax at law firm, Jurit LLP,…\n","protected":false},"author":2,"featured_media":225891,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[64,63,99,186,184,185],"class_list":{"0":"post-225890","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-personal-finance","8":"tag-au","9":"tag-australia","10":"tag-business","11":"tag-finance","12":"tag-personal-finance","13":"tag-personalfinance"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/225890","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=225890"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/225890\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/225891"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=225890"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=225890"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=225890"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}