US Estate and Gift Taxation
The US Tax system imposes its Estate and Gift Taxes on US citizens, residents and non-residents that own property in the US. During your lifetime or as part of the arrangements made for your estate after you die.
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.
Planning an effective estate and gift tax strategy must consider not only the US Estate and Gift Tax rules, but must also consider the UK Inheritance Tax rules as well as both the US and UK income and capital gains tax implications of any strategy. 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 one |
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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 |
