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Latest / Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad

26. US/UK Estate Planning - What You Need To Know | Ask An Expert with Aidan Grant

A complex web of unique tax obligations could cost you millions – if you don’t know how to navigate it.

In recent years, as global mobility has increased, so have the financial details for expats. The UK’s inheritance tax system, with its comparatively low exemption thresholds, poses significant challenges for Brits who’ve amassed substantial assets in the States. Whilst the US offers more generous exemptions, it has its own estate planning complexities.

Navigating these waters requires more than just basic knowledge; it requires expert insight. Enter: Aidan Grant, Senior Associate in tax and…

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