International and Cross-Border Legacies
Gifts to charities of foreign assets that are based in overseas jurisdictions, or from donors who are not UK domiciled, can cause particular estate administration challenges – and are becoming more common.
What you will learn
This course will provide an overview of the principles and issues relating to international and cross-border legacies. It will also explain what steps charities can take to resolve these issues.
Completing the course
You must mark each section complete in order to successfully complete the course, but you can return to the sections at any point. At the end of the course you will complete a quiz, which can be retaken if you do not reach the pass mark of 80%. You will also be asked to submit a short written assignment. Upon successful completion of the quiz and assignment, you will receive your certificate!
Once enrolled, you can also download and print the full course notes and a one-page reference guide from the materials section. We recommend printing the full course notes before you take the quiz.
You will still be able to access the course in full at any time from the My Account section of the website, even after you have completed it.
About the author
Dan Harris, Stone King LLP
Dan is a Partner and the Head of the International and Cross-Border department at Stone King LLP. He is an expert in succession and taxation issues across all jurisdictions of the world. His clients include individuals and charities, both in the UK and abroad.
Dan is also a full member of the Society of Trusts and Estates Practitioners (STEP).