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Cases · People & private matters · Family, succession & private client

Administer an estate with assets abroad

A family member has died with assets abroad. How do we collect them?

WONE Global coordinates probate, inheritance tax and the transfer of assets in each country through local professionals, reporting to the family in one place.

Countries in the typical case United Kingdom · Switzerland · Spain

The situation

What is happening

Someone has died with assets in several countries and the family must collect them.

What is at stake

Foreign assets can stay frozen for years while families struggle with unfamiliar procedures and languages.

Who faces this

  • Private clients and families

A scenario

FamilyPrivate client or family · from United Kingdom · in Switzerland, Spain

After their father's death, they must deal with bank accounts in Switzerland and a house in Spain, in two languages and two procedures.

Where it ends The estate collected without the family doing it alone.

A representative scenario of the work WONE Global coordinates, not a specific client’s matter.

Also asked as “Probate in another country”“Inheriting property overseas”“My parent died and left property and money in other countries”“A family member has died owning assets in several countries”“An heir needs help administering a foreign probate estate”

The solution

How WONE Global handles it

WONE Global coordinates probate, inheritance tax and the transfer of assets in each country through local professionals, reporting to the family in one place.

Usually led by Contracts and commercial law, with Tax and structuring, Banking and capital and Accounting and annual filings.

Step by step, in the scenario

  1. Weeks 1-2Assets and documents listed.
  2. Weeks 3-8Probate and inheritance tax in each country.
  3. Months 3-6Assets released.
  4. ThenDistributed.

Timings are typical. They depend on the countries, the authorities involved and how quickly documents are available.

Decisions

The decisions involved

  1. 01Which courts and procedures apply in each country
  2. 02Inheritance and estate taxes and filings
  3. 03How to transfer assets to heirs

Outcomes

What you receive

  • Grants of probate or succession certificates
  • Taxes filed and paid
  • Assets transferred to heirs

This is a general guide. Your WONE Global professional confirms the work, timing and fees for your markets before anything starts.

Who handles it

Contracts and commercial law, market by market

The status of the lead service in the markets that matter for this case. A named WONE Global Partner acts under their own licence; where none is in place yet, WONE Global confirms availability before anything else.

  1. Spainin the typical case On request Availability confirmed before any work begins Bring a requirement →
  2. Switzerlandin the typical case On request Availability confirmed before any work begins Bring a requirement →
  3. United Kingdomin the typical case On request Availability confirmed before any work begins Bring a requirement →
  4. Argentina WONE Global Partner Dr. Esteban Lucio Maccari · Managing Director Brief this Partner →
  5. Australia WONE Global Partner Alice Turner · Lawyer Brief this Partner →
  6. Brazil WONE Global Partner Luis Felipe Balieiro Lima · Partner Brief this Partner →
  7. Cameroon WONE Global Partner Edmond Christian AKOA MBALLA · Founder & Managing Partner Brief this Partner →
  8. China WONE Global Partner Roberto Gilardino · Regional Partner North Asia & additional countries Brief this Partner →
  9. Israel WONE Global Partner Karin Horev · Founding Partner Brief this Partner →
  10. Kenya WONE Global Partner James Ngochi Ngugi · Managing Partner Brief this Partner →
  11. Morocco WONE Global Partner Mouad Aktaou · Managing Partner Brief this Partner →
  12. Panama WONE Global Partner Ebrahim Asvat K. · Managing Partner Brief this Partner →
  13. Poland WONE Global Partner Andrzej Zacharzewski · Partner Brief this Partner →
  14. United States WONE Global Partner F Miles Adler · Principal Brief this Partner →
  15. Zambia WONE Global Partner Reagan Blankfein Gates · Managing Partner Brief this Partner →
  16. India On request Availability confirmed before any work begins Bring a requirement →
  17. Saudi Arabia On request Availability confirmed before any work begins Bring a requirement →
  18. Singapore On request Availability confirmed before any work begins Bring a requirement →
  19. United Arab Emirates On request Availability confirmed before any work begins Bring a requirement →

Other markets: WONE Global covers 100 countries. Name yours in the requirement →

Dr. Esteban Lucio MaccariBuenos Aires · Argentina

WONE Global Capability Partner · Argentina

Dr. Esteban Lucio Maccari

Managing Director · Maccari Adam & Asociados · Buenos Aires

He is a lawyer with a degree from the University of Buenos Aires and a degree in Spanish Law. He completed postgraduate studies in Strategic Business Management at the Polytechnic University of Madrid and the Glocoll at…

Roberto GilardinoShanghai · China

WONE Global Capability Partner · China

Roberto Gilardino

Regional Partner North Asia & additional countries · Horizons (Shanghai) Corporate Advisory Company · Shanghai

Roberto Gilardino is Regional Partner at Horizons, supervising the advisory’s activities in North Asia as well as additional countries (including Mongolia, Malaysia, Indonesia, Pakistan, UAE, Cyprus and Malta).

Karin HorevTel Aviv · Israel

WONE Global Capability Partner · Israel

Karin Horev

Founding Partner · Horev & Co. Law Office · Tel Aviv

Adv. Karin Horev has been practicing corporate and commercial law for more than 20 years, with a focus on complex technology-related matters. Over the years, Karin has led a large number of complex and wide-ranging tran…

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