US/UK cross border probate: Case Study

13 Sep 2021 | Jan Atkinson
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Table of Contents

International Probate and Estate Planning

Introduction to the Case

Our probate lawyers in London were instructed by a US-based widow of her late husband’s £8 million English estate. As well as domicile aspects, this matter involves putting in place wills dovetailing as between the UK and the US, restructuring trust and corporate assets in a tax-efficient way with the assistance of US attorneys, US tax advisors and financial advisors as well as UK based accountants.

Estate Planning and Asset Management

The estate planning has been progressed to the extent of calling in and transferring the estate assets not held in trust or corporate structures. These assets will be dealt with once the US, tax and accountancy advice has been obtained.

Expert Collaboration

The collaboration between our probate lawyers, US legal and financial experts, and UK-based accountants ensures a comprehensive and efficient handling of the estate, addressing all cross-border tax and legal issues.

How we can help

If you are dealing with a complex international estate, our experienced probate lawyers can provide the expert guidance and support you need:

  • Fill in our online enquiry form; or
  • Call us on 020 7485 8811

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