US/UK cross border probate

13 Sep 2021 | Jan Atkinson

Our probate lawyers 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. 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.

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