Overseas Beneficiaries

Dealing with overseas beneficiaries can be complex, often giving rise to additional tax, legal, and administrative challenges. While it is possible to protect the personal representative, doing so requires careful planning and extra effort.

This live webinar will look at conducting bankruptcy searches in overseas jurisdictions, how to comply with KYC legislation and obtain suitable ID. We will also explore the process of sending money and assets abroad, address issues of double taxation, and consider who should bear the associated costs.

The session will also provide guidance on how to obtain clear instructions from overseas beneficiaries.

Top 3 facts from the webinar

• Learn how to minimise risk when dealing with overseas beneficiaries
• Discover how to obtain instructions from overseas beneficiaries
• Understand common problems with overseas beneficiaries and the best ways to handle them

Who is this for?

This webinar is a must-watch for anyone working in probate.

Level of expertise:

This webinar is suitable for all levels

How to protect yourself and the estate from claims in relation to overseas beneficiaries and what unique points need to be considered