Transatlantic thinking

Fixed priced estate plans for families with US and UK connections

We work with couples with one foot either side of the pond, all the time. We have seen virtually every tax and financial situation that can affect couples who have to consider their obligations both to the UK Government and to Uncle Sam. Getting this right is critical to safeguard your family’s financial position and to protect your wealth for future generation.

Our fixed-cost solution offers up-front fee quotations within an agreed timescale, so you can be confident in the service and delivery you will receive. Scroll down to learn more about what we offer and why it’s important.

For further information or help

Are you likely to be affected?

Good US/UK planning advice is vital if:

you’re buying a holiday home or other investment property abroad
you’re moving to another country
you’re setting up a trust for your children’s future
you’re setting up a foundation or a way to give to a charity you support in a more regular and long term way
you’re creating a lifetime gift

Typical scenarios where we can help

- the UK couple with US property
- the Brit married to an American who is short term resident in the UK
- the Brit married to an American who is long term resident in the UK
- the US couple who are both long term residents in the UK
- the US couple who are short term residents in the UK but looking to return to the US in the long term.

Your fixed price estate plan

Personal estate planning is essential. There will always be particular circumstances and objectives for us to weave into your plan. This means we do need to spend time talking to you and understanding your family’s situation. However, we have seen so many scenarios that in most cases we are able to provide a fixed competitive price to provide the full suite of estate planning documents that you’ll need. We need to stay flexible because the laws affecting US gifts and the tax thresholds change all the time, but it is perfectly possible to provide you with effective documents that work in both the UK and the US for one fee.

Your fixed price includes:

a consultation to understand your family’s particular objectives. We’ll ask where you live now and where you want to live, what investments you have and where you want to keep investing, how you might like to provide for any children you have and about your work, business and charitable interests.
bespoke estate planning documentation that will satisfy US and UK tax legislation.

Our transatlantic thinking guide

For more information on what we can offer, you can download our guide.

A case study

Scott Kesselring is a US citizen who has lived in London since the late 1990s. He is married to Anne who is English and they have 3 young children.

Thinking ahead

We also offer a UK domestic fixed price estate plan.

Fixed priced estate plans for families with US and UK connections

We work with couples with one foot either side of The Pond all the time. We have seen virtually every tax and financial situation that can affect couples who have to consider their obligations both to the UK Government and to Uncle Sam. Getting this right is critical to safeguard your family’s financial position and to protect your wealth for future generation.