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We provide straightforward but thought-through estate plans with clear, up front pricing, for those with US and UK connections.
We work regularly with couples in both the US and UK, and have seen virtually every tax and financial situation that can affect couples who have tax obligations in both countries. Getting this right is critical to safeguard your family’s financial position and to protect your wealth for future generations.
28 October 2021 - Article
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
The US citizen living in the UK whose parents have passed away leaving assets held in a US estate plan
The Brit who has lived and worked in the US and who has investment assets in the US including Individual Retirement Accounts and/or ‘401K’ accounts
If you would like to talk to us for more information, or would like to be directed to the most relevant lawyer, please contact our client services team who will be happy to assist.ENQUIRE NOW