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Wealth and inheritance tax planning

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My name is Alexander, I am your personal manager. Let me help you!

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Rate:
0
Publication date: 13.10.2025
Reading time: 3 minutes
Number of views: 10
Stage Term (days) Cost
  • 1
    Asset and Estate Assessment
    3 AED 346.50
    • Reviews all assets, estates, and financial holdings.
    • Assesses potential tax exposure, including inheritance tax and wealth tax implications.
    • Identifies planning opportunities to minimize tax liabilities.
  • 2
    Planning and Documentation
    4 AED 808.50
    • Prepares inheritance tax planning and inheritance tax and estate planning documents.
    • Structures wealth and tax management plans for personal and business assets.
    • Advises on compliance with inheritance tax UAE and inheritance tax Dubai regulations.
  • 3
    Implementation and Advisory Support
    3 AED 808.50
    • Implements asset transfer and estate planning strategies.
    • Provides ongoing advisory on wealth and tax management and future updates.
    • Ensures compliance with local and international inheritance tax rules.
In general
10 AED 1,963.50

 

What is Wealth and Inheritance Tax Planning

 

Wealth and inheritance tax planning involves structuring assets, estates, and financial holdings to minimize tax liabilities and ensure smooth transfer of wealth. Many clients ask what is inheritance tax and what are the tax rules for inheritance in the UAE.

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Our firm provides expert inheritance tax planning advice, inheritance and tax planning, and wealth management tax planning. We guide businesses and individuals on inheritance tax UAE, inheritance tax Dubai, and UAE inheritance tax implications while optimizing asset transfers and estate management.

 

Whether you are looking for wealth and tax management, inheritance tax and estate planning, or wealth taxadvisory, our experts ensure your plans are compliant, efficient, and strategically structured.

 

Why Wealth and Inheritance Tax Planning is Important

 

Proper planning ensures:

  • Compliance with local laws and understanding is there inheritance tax in Dubai.
  • Minimization of taxes on estates and wealth transfers.
  • Protection of assets and smooth transfer of inheritance.
  • Strategic advisory on inheritance tax planning and wealth management tax planning.
  • Guidance on long-term financial and estate planning with inheritance tax and estate planning strategies.

Our services provide clarity on what are the tax rules for inheritance? and assist with both domestic and international asset planning.

 

What’s Included in Our Wealth and Inheritance Tax Planning Services

 

  • Advisory on inheritance tax UAE and inheritance tax Dubai requirements.
  • Structuring estates to optimize wealth tax and minimize liabilities.
  • Preparation of inheritance tax planning documents and legal frameworks.
  • Guidance on wealth and tax management for personal and family assets.
  • Strategic inheritance and tax planning to ensure smooth transfer of assets.
  • Ongoing updates for changes in UAE inheritance tax rules and compliance.
Conclusion

Our goal is to provide comprehensive inheritance tax planning advice while safeguarding wealth and ensuring compliance.

 

 


 

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Reviews
From Real Users

OV
Oleksandr Veremchuk

Excellent guidance. They mapped out my global holdings, identified potential tax risks, and built a long-term protection strategy that ensures my family’s financial security.

AS
Alina Soroka

Great experience! The consultants helped me structure my international assets, clarified how inheritance laws differ globally, and ensured my estate plan fully complies with UAE and foreign regulations.

MA
Mansoor Al Shamsi

Very professional advisors. They reviewed my wealth portfolio, explained succession options, and guided me through creating a legally compliant will that covers assets in multiple regions.

ID
Isabella Duarte

Very satisfied. The team helped me understand forced-heirship rules, succession pathways, and tax exposure in various countries. Their advice was comprehensive and easy to follow.

TY
Taras Yaremchuk

A very knowledgeable team. They helped me establish a clear estate plan, reviewed all cross-border inheritance issues, and ensured my wealth would be distributed exactly as intended.

HA
Hamad Al Fardan

The advisors created a clear and secure wealth planning structure for my family. They reviewed all assets, explained inheritance rules across different jurisdictions, and helped me prepare compliant documents to protect my estate. Excellent service.

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Calculate Service cost

  • Do you have assets in multiple countries that require coordinated inheritance planning?
  • Do you need assistance preparing a will that covers assets in different jurisdictions?
  • Would you like us to review potential inheritance tax exposure in each country?
  • Do you need support structuring your assets to protect family wealth long-term?
  • Would you like us to prepare a full estate plan tailored to your personal and family needs?
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