Our Private Wealth team includes lawyers who specialise in providing guidance on a range of US/UK cross border matters. Co-ordinating with US advisers where necessary, we are able to provide a tailored and fully integrated estate plan.
The most common questions we are asked and the areas on which we provide advice can be found below.
We can ensure that assets pass tax-efficiently between spouses and down to the next generation.
We can help you understand the likely UK tax consequences of UK residents receiving gifts and inheritances out of such structures and why revocable trusts are often inadvisable from a UK perspective.
We can explain the steps US taxpayers should take before coming to the UK, including how to ensure they can live tax-efficiently in the UK and avoid double taxation.
We can help ensure that any UK tax arising to the trustees and beneficiaries does not clash with any corresponding US tax.
We can help you to structure any lifetime giving to ensure that gifts are tax-efficient in both the US and UK.
We can help US/UK spouses minimise any exposure to US tax on a future sale of the UK home.
We can help UK individuals who inherit US assets, including US land, US stocks and shares, Individual Retirement Accounts (IRAs), US life insurance proceeds policies and others.
We can help create structures to suit the philanthropic needs of charity trustees or donors, and advise on how to make cross-border donations in a tax-efficient manner.
Need some more information? Make an enquiry below
US/UK Tax Advice key contacts
peter.daniel@collyerbristow.comPartner - Head of Private Wealth
Talk to Peter about UK trusts, tax & estate planning, International trusts, tax & estate planning, Probate and US/UK Tax & estate planning
daniel.simon@collyerbristow.comSenior Partner
Talk to Daniel about International trusts, tax & estate planning, Family offices, Firm management, UK trusts, tax & estate planning and US/UK Tax & estate planning
aidan.grant@collyerbristow.comSenior Associate
Talk to Aidan about International trusts, tax & estate planning, UK trusts, tax & estate planning and US/UK Tax & estate planning
Join members of the Collyer Bristow Tax, trusts and estate planning team as they, along with peers and industry experts, discuss the key tax issues relevant to US citizens either based in the UK or who are looking to relocate.
Recent experience
“[Collyer Bristow] advises on domestic and international wealth planning and is recognised for [its] extensive expertise in complex structuring with a significant multi-jurisdictional element”
Chambers & Partners, 2021
Related content
For individuals with personal and financial connections in both the US and the UK, navigating the interaction between the two regimes on matters of tax, estate planning, trusts and succession can be complex. Individuals may have just avoided the pitfalls of one jurisdiction only to fall foul of the rules in the other. If you are in the position where you have interests across both sides of the pond, it is crucial that you work with advisors with experience in crafting suitable UK advice that is mindful of, and can coexist tax-efficiently with, concurrent US concerns.
Our Private Wealth team includes lawyers who specialise in providing guidance on a range of US/UK cross border matters. Co-ordinating with US advisers where necessary, we are able to provide a tailored and fully integrated estate plan.
The most common questions we are asked and the areas on which we provide advice can be found below.
Want to connect? Select someone below to view their profile.
Partner - Head of Private Wealth
Senior Partner
Senior Associate
We can ensure that assets pass tax-efficiently between spouses and down to the next generation.
We can help you understand the likely UK tax consequences of UK residents receiving gifts and inheritances out of such structures and why revocable trusts are often inadvisable from a UK perspective.
We can explain the steps US taxpayers should take before coming to the UK, including how to ensure they can live tax-efficiently in the UK and avoid double taxation.
We can help ensure that any UK tax arising to the trustees and beneficiaries does not clash with any corresponding US tax.
We can help you to structure any lifetime giving to ensure that gifts are tax-efficient in both the US and UK.
We can help US/UK spouses minimise any exposure to US tax on a future sale of the UK home.
We can help UK individuals who inherit US assets, including US land, US stocks and shares, Individual Retirement Accounts (IRAs), US life insurance proceeds policies and others.
We can help create structures to suit the philanthropic needs of charity trustees or donors, and advise on how to make cross-border donations in a tax-efficient manner.
Recent experience
Need some more information? Make an enquiry below.
Please note that Collyer Bristow provides this service during office hours for general information and enquiries only and that no legal or other professional advice will be provided over the WhatsApp platform. Please also note that if you choose to use this platform your personal data is likely to be processed outside the UK and EEA, including in the US. Appropriate legal or other professional opinion should be taken before taking or omitting to take any action in respect of any specific problem. Collyer Bristow LLP accepts no liability for any loss or damage which may arise from reliance on information provided. All information will be deleted immediately upon completion of a conversation.
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