US/UK tax and estate planning solicitors
Our US/UK tax and estate planning advice offering
Where US/UK cross border issues are in play, it is crucial that clients obtain coordinated advice to help them navigate the complex, and often misaligned, US/UK tax and succession regimes.
Our US/UK tax and estate planning lawyers advise individuals, families, trustees and executors on private client matters involving the UK and United States. We help clients manage pre-arrival planning, cross-border inheritance tax issues, estate planning, wills, trusts, probate, powers of attorney and succession.
How our solicitors can help with US/UK tax and estate planning
Key services offered
Our lawyers offer thoughtful, tailored guidance to US connected clients focused on protecting their assets and interests.
We provide the following key private client advisory services:
Estate planning and mitigation of UK inheritance tax and US transfer taxes
- Estate planning, where there is both a US and UK connection, including the preparation of English wills, and mitigation of UK and US estate taxes.
- UK tax advice in respect of US entities, commonly used for US estate planning purposes, such as revocable trusts and LLCs.
- Mitigation of UK and US estate taxes under the US / UK estate tax treaty including in respect of US nationals returning to the US and certain investment products and trusts set up by US domiciliaries.
- Concluding on the UK tax treatment of trusts/grantors/settlors/beneficiaries under the US / UK estate tax treaty.
- UK tax and conveyancing advice in respect of acquisitions of UK residential property and tax-efficient holding structures.
- Advising US connected clients on the effective use of trusts and other entities for estate and tax planning.
Powers of Attorney
- Co-ordinating the preparation of powers of attorney in both the US and UK, including UK Lasting Powers of Attorney.
Relocations from the US to the UK and vice versa
- Pre-immigration and pre-emigration tax planning and UK residence rules.
- Advising US connected clients on their UK residence status and the new UK tax regime rules for “qualifying new residents”, “long-term residents” and transitional reliefs.
- Advice on UK visa options and nuptial agreements.
Estate administration
- Advising in respect of the administration of estates where there is a US connection, including obtaining a UK grant of probate where there is a US will.
- Will and estate administration disputes, and financial provision claims involving US and UK estates.
Charitable giving
- Gifting to charities in a tax-efficient manner where there is scope for US/UK double taxation.
Family
- International marital and co-habitation agreements for spouses who have US connections.
- Advising in conjunction with US advisers on multi-jurisdictional financial issues on divorce or separation and resolving issues, such as relocation, in respect of children in the context of a divorce or separation.
Who we advise on US/UK private client matters
- US citizens living in the UK
- UK residents with US assets or family connections
- US-connected individuals moving to or from the UK
- Executors administering estates with UK and US assets
- Trustees and families dealing with US/UK trust issues
- Individuals exposed to both UK inheritance tax and US estate taxes
Why choose Russell-Cooke for US/UK tax and estate planning?
Our US/UK private client team is highly experienced in advising internationally mobile individuals with US connections and has a well developed understanding of US tax considerations and their interaction with the UK tax system.
Testimonials and legal directory quotes
Here are some comments made about us.
The team's capacity to deal with large and "complex estates" is noted as is their "grasp of issues that only comes with experience."
Get in touch
If you would like to speak with a member of the team you can contact our private client solicitors; Holborn office +44 (0)20 3826 7522; Kingston office +44 (0)20 3826 7529 or Putney office +44 (0)20 3826 7515 or complete our form.
Related insights
The latest news and insights from our private client team
22.05.2026
Relocating from the US to the UK: tax, investment and property considerations
The uptick in the numbers of US citizens relocating to the United Kingdom is no longer an anecdotal footnote. It is recognised by practitioners and supported by the data...
Family Office service
Find out how we can help individuals and families make informed decisions about their future planning and navigate the difficult conversations that might otherwise lead to conflict.
