Latest / Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
107. Wills & Estate Planning for US-UK Families: The Spouse, Trust and Tax Traps
Does your spouse inherit everything tax free? For US-UK couples, the answer may be no, even if your spouse has held a green card for 30 years.
This week, Richard Taylor talks cross-border estate planning for Brits in America and Americans in the UK with Grace Barrett, a US-qualified private client and tax attorney at Withers in London. Grace helps expats and dual citizens get their affairs in order across both tax systems. They start with the misconceptions that trip people up, including why dying without a will leaves your wishes to the courts, why one worldwide will usually beats several…
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