Estate planning

Succession planning is a sensitive matter and is further complicated by the numerous changes to both the UK and US tax rules over recent years.

Our partners can advise on both UK and US estate planning matters, and have an in-depth knowledge of both systems. We will help you maintain access to your money whilst ensuring appropriate legacy through lifetime gifts, wills and other estate planning techniques.

We can identify and solve complex financial and family issues involved in transferring wealth among generations. Our experience with successful individuals and families gives us a broad perspective on the many planning alternatives available.

We deal routinely with situations where you are taxed in more than one country. We will help you identify areas of concern, for example potential double taxation, and advise on appropriate solutions for tax optimisation and structuring.

Where assets or family members are located or domiciled in other countries, we can call on the expertise of other firms in the Andersen Global association.