Private wealth (HNWI)

The client requested assistance with registering a will through the DIFC Courts to structure the distribution of assets located in the UAE.

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We prepared a will that clearly outlined the distribution of assets, appointed an executor and witnesses, and included contingency instructions for unforeseen circumstances. Registration via the DIFC Courts allowed the use of English common law and enabled more flexible estate planning mechanisms.

The client received a legally robust document ensuring that their wishes will be respected and assets transferred without disputes. This case highlights the advantages of choosing DIFC jurisdiction for inheritance planning, especially where predictable legal protection and procedural transparency are critical.

As part of the group’s market entry into the UAE, the partners required estate planning for a package of shares held in ADGM. The key goal was to ensure a transparent transfer of corporate rights and compliance with partnership agreements in case of unforeseen circumstances.

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We prepared a will that formalized the agreed succession plan for the shares. The document was executed through the Abu Dhabi Judicial Department in both English and Arabic, included the appointment of an executor, and specified the order of transfer should the primary beneficiaries be unable to inherit.

The partners obtained a legally binding mechanism eliminating uncertainty around the transfer of corporate rights. The solution protected beneficiaries’ interests, ensured uninterrupted business operations, and reduced legal and operational risks. This case demonstrates that estate planning is a vital element of corporate structuring and business continuity in the UAE.

A client who owned property in Dubai requested support with drafting a will through Dubai Courts to prevent the application of default inheritance rules.

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We prepared the will in both English and Arabic, identified the heirs, appointed an executor, and included fallback provisions should the primary beneficiaries be unable to inherit. The will was notarized through Dubai Courts.

Registering the will in Dubai Courts allowed the client to secure the desired inheritance structure, safeguard their family’s interests, and simplify the transfer of ownership rights — even with a limited pool of heirs and assets.

A comprehensive legal and tax assessment was conducted regarding the client’s relocation to Spain, taking into account the potential application of the Beckham Law regime. The analysis included a review of Spanish legislation, the client’s income structure, and assets across multiple jurisdictions. The tax burden was calculated under three scenarios: with the special tax regime, without it, and without changing tax residency. A step-by-step plan for obtaining tax residency in Spain was developed, along with a legal risk assessment and an evaluation of the prospects for applying the special regime.

The client gained a clear understanding of the tax implications of relocating to Spain, the eligibility and advantages of applying the favorable Beckham Law regime, and a reliable tax optimization strategy. This enabled a safe relocation, avoidance of double taxation, and a significant reduction in the overall tax burden on their global income.

The team conducted a comprehensive assessment of the client’s tax and reporting obligations across all income types. This included analyzing potential risks and behavioral scenarios, and providing tailored recommendations for proper declaration, Controlled Foreign Corporation (CFC) notifications, foreign account disclosures, and currency reporting. Based on the findings, an optimal asset ownership structure was developed to ensure lawful tax minimization, reduce administrative risks, and maintain full compliance with Russian legal requirements.

The client received a clear, actionable strategy for tax and currency compliance, effectively minimizing the risk of fines, criminal liability, and administrative sanctions. The solution preserved the client's control over their assets and business structure, while providing long-term transparency and stability in taxation and reporting across multiple jurisdictions.