The UK Connection: Inheritance Tax, Estate Planning and Cross Border Surprises
What happens when your family, assets, or beneficiaries are spread between Canada and the United Kingdom? In this episode, I sit down with UK private client lawyer (and my STEP friend ;) Claire Weeks to unpack the estate planning and tax issues that arise when estates cross borders. We compare the Canadian and UK approaches to succession law, estate administration, and taxation at death, and explore some of the most common scenarios faced by families with connections to both countries. We discuss the UK's inheritance tax regime, the recent shift from domicile-based taxation to the new long-term residency rules, and why gifts, trusts, and careful planning can have a significant impact on the ultimate tax bill. Whether you are a Canadian with children living in the UK, a UK resident holding Canadian assets, or a professional advising cross-border families, this episode offers a practical introduction to the issues you need to consider. MORE ABOUT MY GUEST TODAY: Maurice Turnor Gardner Website Claire - LinkedIn HERE ARE SOME OTHER WAYS TO CONNECT WITH ME: My website! Email: thetaxchickpodcast@gmail.com @tax.chick (IG) LinkedIn Be a "Tax Chick VIP"






