Estate Planning
Protect your wealth, secure your family's financial future, and plan your legacy with expert estate planning services.
Talk to an expert estate planner
Why estate planning matters
Expats in Saudi Arabia often face a complex legal system that might not recognise or follow wills or estate plans from their home country.
If you don't have a clear plan that meets local laws, your estate might not be distributed as you wish. This can create stress for your loved ones and affect their financial security.
Professional estate planning keeps your affairs organised, ensures assets pass smoothly as intended, and helps minimise taxes like Inheritance Tax.
Having a structured plan provides peace of mind that your legacy is protected.
How much Inheritance Tax could you owe?
Inheritance Tax (IHT) can greatly affect how much of your wealth you leave behind. Use our calculator to see how IHT might impact your estate.
Our estate planning philosophy
At Holborn, we know that estate planning is about more than getting your affairs in order. It's about people, relationships, and protecting what matters most.
We believe that planning for the future should fit your life, be practical, and support the people you care about.
Client-first approach
We focus on your interests and goals, not on making sales.
Family first
Our advice is designed to help your loved ones feel supported, protected, and financially secure.
Specialised expertise
Our team can help with everything from wills and trusts in Saudi Arabia to international estate planning.
Clear guidance
We make complex rules simple and avoid jargon so you feel confident at every step.
Who our estate planning services are for
Professional estate planning advice is especially important for high-net-worth individuals and expats with international assets, but it can help anyone who wants to protect and pass on their assets.
We design our services for clients seeking clarity, control, and protection for their assets. We typically work with:
- High-net-worth individuals
- Expats living in Saudi Arabia
- Business owners
- Families with international assets
- Individuals with Inheritance Tax exposure
Comprehensive estate planning services tailored to you
We offer a range of estate planning services to match your circumstances, financial goals, and family structure.
Personal estate planning
We help you organise and structure your assets so they are distributed according to your wishes. This includes:
- Drafting and reviewing wills
- Establishing Powers of Attorney (PoA)
- Structuring asset ownership
- Planning for guardianship of dependants
Succession planning
Succession planning enables business owners to prepare for the future. Our team provides expert support to help ensure smooth business continuity.
Inheritance Tax planning
If you have ties to countries with an Inheritance Tax, early planning is essential for reducing liabilities. Our inheritance tax planning services help you:
- Reduce potential tax liabilities
- Structure your estate efficiently
- Make use of available allowances and exemptions
- Explore strategies such as gifting and setting up trusts
International estate planning
Expats often hold assets in other countries, which can complicate estate planning. We make the process easier for international clients and ensure their plans align with foreign tax laws and rules.
The benefits for you
Ensure your wishes are honoured
Protect your estate
Reduce estate taxes
Flexibility to adapt your plan as your life changes
Our estate planning process: step-by-step
Our estate planners make it straightforward to secure your legacy.
Initial consultation
We begin with a meeting to learn about your long-term goals and how we can help.
Strategy
We create a personalised estate planning strategy based on your needs and goals.
Implementation
We put your plan into action, set everything up, and work with legal and tax professionals as needed.
Review
As your life changes, your estate plan should too. We offer regular reviews to keep everything up to date and make changes when needed.
Start planning your legacy today
Holborn's estate planners understand both Saudi and international laws. Take the first step to secure your family's future with expert estate planning services tailored to your needs.
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