Private Client

Member talk: cross-border issues

2025-04-10T09:08:00

Member talks cover slide

Understand the common queries with cross-border succession planning and inheritance. Our speakers share best practice across different jurisdictions and relevant case law updates.

This series of bitesize videos, exclusive to Private Client Solicitors Section members, is delivered by experts to support you in giving the best possible legal advice to your clients.

Watch the short clips below to preview these member talks.

To view the full recordings of videos in this series, log in or become a Section member today.

Cross-Border Succession Planning: A Discussion Between an English Lawyer and a Spanish Lawyer

An English lawyer has a client who owns property in Spain and seeks legal advice on succession. They ask a Spanish lawyer a series of questions to understand how to structure their client’s estate efficiently.

Our speakers discuss Article 22 of the EU Succession Regulation, how domicile and residency play a crucial role in determining inheritance tax liabilities and how inheritance tax is handled in Spain compared to England.

They also explore statutory legacies in Spain and what the options are when drafting a will, whether the client should have one will or separate wills for Spain and England, and what information should be retained to assist with probate in both jurisdictions.

 

Speakers include:

  • Paul Clark, Managing Director & Solicitor at Spall Clark Solicitors and Private Client Solicitors Section Advisory Committee Member
  • Alberto Perez Cedillo, Founding Partner of Alberto Perez Cedillo Spanish Lawyers and Solicitors

Cross-Border Rectification Claims

 

Speakers include:

  • Aidan Briggs, Barrister, New Square Chambers
  • Dr. Sarah Egan, Barrister, New Square Chambers

These videos were recorded on the following dates:

  • 14 March 2025: Cross-Border Succession Planning: A Discussion Between an English Lawyer and a Spanish Lawyer
  • 14 March 2025: Cross-Border Rectification Claims

 

 

 

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