Frequently Asked Questions

Some Questions and Statements of clients UCHI assisted during the past two decades? 

International Estate Planning:

• How do assets and beneficiaries in different countries affect my Estate Planning?

• Will they be able to receive their inheritance if my children will not be returning to my home country?

• What is SITUS tax?

• What is met by Forced Heirship?

• Can my estate be taxed more than once, is there such thing as double death duties?

• Will my Estate pay death taxes in other countries?

• I have already transferred my assets into my kids’ names?

• New Asset acquisitions Local or Foreign, what is the best structure?

• Structures older than 5 years requiring review due to legislative and regulatory changes 

• How do capital and wealth taxes affect my estate?

• What happens to the property/share/business of dad/mom/gran/grandad in a foreign country?

• Estate stuck in Limbo because of bad structuring.

• Existing Partial structures leaving incomplete strategies

• How will relocating to a different country impact my estate planning?

• How will my incapacity affect my estate planning strategy?

• How will my incapacity affect my asset protection strategy? Did you plan for your incapacity? Will your structure look after you when you can not?

• How will this transaction/deal affect my estate plan?

• I have a Will in all countries, but is that enough?

• They do not charge death taxes in ……….

• What is the best structure to invest in Africa/…….?

• I do not want to rule from the grave but,……….

Asset Protection

• New Asset acquisitions Local or Foreign, what is the best structure?

• Structures older than 5 years requiring review due to legislative and regulatory changes

• Is it suitable to keep International Assets in a personal name?

• Will the closure of one business have an impact on my other activities?

• Will the closure of one business have an impact on my other assets?

• Will the closure of one business have an impact on my wife’s assets?

• Do you have Structures in vulnerable jurisdictions?

• Do you have Assets in vulnerable territories?

• Do you have Assets in vulnerable banks?

• How will my pending divorce/business closure/business partner fallout affect my assets/strategy?

• How will my incapacity affect my asset protection strategy? Did you plan for your incapacity? Will your structure look after you when you can not?

• When is the best time to plan?

• What is the best structure to protect my assets?

• I did it my self

• How will this transaction/deal affect my other assets if the wheels fall off?

• What do you mean to separate assets for assets?

• What do you mean that “ “we need to discuss the extent of separation of assets from assets?”

International Tax Planning?

• Can I own a business in a foreign country?

• What is Effective Management?

• Will my offshore trust be taxed in my home country?

• Will my offshore company be taxed in my home country?

• Is it possible to own a company in one country that is doing business in other countries?

• I am relocating to country X. What do I need to put in place?

• Business expanding into new territory/ies

• Can separate divisions of business be registered or operated from different countries?

• How do I expand my business into country x?

• What are CRS and AEOI?

• Do country x report my holding to my local revenue services?

• How do I structure the forthcoming Business closure

• What is the impact of remote management structures e.g., COVID 19?

• What SPV to use in Mergers and Acquisitions?

• What will be the consequence to the stakeholders after a Merger and Acquisition?

• What is the best structure for commodity trading desk/Import and export desk?

• What is the best structure to act of recipient for funding my project?

• I need a tax-efficient structure that does not break any laws?

• Do I have a tax-efficient structure, or do we waste tax?

• What is the best structure to invest in Africa/…….?

Family Governance:

• How do I ensure that my assets will be protected for generations to some?

• How do I structure my businesses to benefit future generations?

• What if family governance?

• What is a family constitution?

• How will family governance benefit our family business? 

• My kids/family members are relocating; how will it affect my family structures?

• Do I have enough assets/money for a family office?

• What is a family office?

• What is a Private Trust Company?

• Which generation is most likely to destroy family wealth?

• Is it wise to cast a family governance structure in stone?

• I do not want to rule from the grave but,……….

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