29th Nov 2022 by MASECO Private Wealth

Estate Planning for US Families in the UK

Estate Planning for US Families in the UK

As a US expat living in the UK, the thought of getting your estate in order can be quite a complicated and overwhelming process. It is important to ensure that you have your estate plan in order to comply with both the US and UK jurisdictions. This may require legal and tax expertise as it is important to ensure that the strategy covers the various laws in both jurisdictions. The different tax laws between the UK and the US can alter the distribution strategy and ultimately the tax liability of distributed assets upon death, so it is important that there is a full understanding of these before devising an appropriate plan.


Within this whitepaper, we cover some of the areas for consideration when designing a tax efficient strategy. Each individual circumstance is different, so it is important that there is a full understanding of these areas before deciding on which is the most suitable strategy for you.

Click here to read the full article.

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