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Integrated US–UK tax and estate planning

Get expert guidance to ensure your estate planning is in good hands.

Families and individuals with connections to both the United States and the United Kingdom face some of the most complex tax, succession and compliance challenges in private wealth. Differing concepts of residence, domicile and citizenship, combined with parallel tax systems and extensive reporting obligations, mean that planning undertaken in isolation in one jurisdiction can have unintended — and costly — consequences in the other.

Weightmans’ US–UK tax and estate planning practice provides clear, coordinated advice for internationally mobile individuals, families, trustees and fiduciaries. We help clients navigate the interaction between UK and US tax regimes, structure their affairs efficiently, and put robust succession plans in place with confidence.

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Recognised as leaders in our field in all major directories

Accredited by Chambers and Partners, Spear's 500 and the Legal 500

Accolades

A joined‑up, cross‑border approach

Successful US–UK planning requires advisers who understand both systems simultaneously. Our lawyers are experienced in advising on the full range of UK private client matters while working closely with US tax advisers, attorneys and family offices to ensure solutions are practical, compliant and aligned on both sides of the Atlantic.

Who we advise

We regularly act for:

  • US citizens and green card holders living in the UK
  • UK nationals living in, or moving to, the US
  • Dual citizens and internationally mobile families
  • Non‑US individuals with US assets or beneficiaries
  • Trustees, executors and fiduciaries dealing with US–UK estates and trusts
  • Entrepreneurs, business owners and senior executives with transatlantic interests
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Our core services

  1. Wills and estate planning
  2. Crossborder probate
  3. Tax residency and application of the US/UK double tax treaty
  4. Analysis of US structures and investments (including living trusts and LLCs, and US investments) and analysis of UK tax implications or UK tax treatment of the structure
  5. Domicile analysis and structuring under the US/UK double tax treaty
  6. Pre-immigration tax planning

Why Weightmans

  • Depth of private wealth expertise;
  • Collaborative approach;
  • Pragmatic advice;
  • Long‑term client relationships.