US ESTATE AND GIFT TAXATION
The US Tax system imposes its Estate and Gift Taxes on US citizens,
residents on a world-wide basis; and on non-residents that own property
in the US, during their lifetime or as part of the arrangements made
for their estate after death.
We can advise on the most efficient way to structure your estate and develop a strategy for transferring this estate, tax efficiently, to your loved ones. Or, for those non-resident individuals who wish to own property in the US, we can assist in devolving structures to minimize the impact of the US tax system.
When planning an effective estate and gift tax strategy you must
consider not only the US Estate and Gift Tax rules, but also the UK
Inheritance Tax rules, as well as both the US and UK income and capital
gains tax implications. We have the expertise to work with you and
your US and UK advisors in developing positions that integrate both
the US and UK tax systems.
This will include
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How to best structure not only your individual assets, but any business assets you may hold
(See our Corporate Tax section) |
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An effective gifting program to transfer assets to your loved ones |
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Integration of your US tax planning with UK (or other non-US jurisdiction) tax planning |
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Preparing and managing any US Federal, and State and local tax filings |
