Cross-Border Inheritance: My Latest Contribution in This is Money

May 14, 2025

By Jessica Cook

I’m delighted to share that I recently contributed to a feature in This is Money, exploring a real-life question around cross-border inheritance:

I want my US-based son to inherit his father’s UK family home – how can I ensure this happens?

The piece delves into the complexities of passing on UK property to beneficiaries based overseas, and highlights the vital importance of proper estate planning — particularly when different legal systems and tax regimes are involved.

In my contribution, I discussed how trusts can play a powerful role in inheritance planning — especially when the beneficiary is considered vulnerable. A Vulnerable Person’s Trust, for example, can offer tax advantages while safeguarding assets and preserving access to means-tested benefits. When set up correctly, these trusts can also ensure that inheritance intentions are carried out with greater legal certainty, particularly in cross-border scenarios.

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If you’re thinking about passing on wealth to loved ones abroad — or protecting the future of a vulnerable family member — I hope you’ll find the article a useful read. And of course, if you’d like personalised advice, I’d be happy to help.

Benefit from comprehensive, integrated, and objective advice.

Let’s discuss your specific needs and how I can help you meet your objectives

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People Ask:

Who is Jessica Cook?2025-10-03T09:35:34+00:00

I’m a Chartered Member of the CISI and Partner at AES International, featured in the Times Guide to the UK’s Top-Rated Financial Advisers. I specialise in international financial planning and cross-border wealth management.

What kind of clients do you work with?2025-10-03T09:36:03+00:00

I work with UK residents and internationally mobile professionals, entrepreneurs, and families who need expert guidance on structuring, protecting, and growing wealth across borders.

What services do you provide?2025-10-03T09:36:35+00:00

I advise on investment management, cross-border planning, inheritance and estate structuring, and the use of tax-efficient vehicles.

Why work with Jessica Cook at AES International?2025-10-03T09:37:02+00:00

AES International is a Corporate Chartered firm, recognised for delivering evidence-based, fee-based financial advice. My approach combines integrity, discipline, and global expertise to help clients live well today while securing tomorrow.

In partnership with
AES International

Comprehensive Planning for UK Residents, Non-Doms and Expats worldwide

Jessica Cook Chartered MCSI | Partner at AES International
Financial Planner for UK Residents and Specialist in Cross-Border Wealth for International Professionals & Globally Mobile Families

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