Trust, Estate and Family - 08 Feb 2017
The Foreign Trust Tax Review is a service aimed at assisting non-US Trustees with understanding potential US tax considerations for non-US trusts and connected parties.
This is a three step programme, designed to identify any potential US tax issues that are connected to a foreign trust and to provide guidance as to planning opportunities and options available for rectifying any prior issues.
STEP 1 – Information Gathering
A focused and concise process designed to understand the background history relating to the trust, and connected parties (settlor/beneficiaries), and straight forward collation of required information.
This allows us to understand the trust situation and provide clear fee quotes based upon the representations made.
STEP 2 – Information Review
Detailed analysis of information gathered to include:
STEP 3 – Advisory Memo
Provide clear guidance relating to planning opportunities available and advised next steps.
The Foreign Trust Review provides clear and practical guidance in respect of many US connected issues, including recognition of valuable planning opportunities as well as a review of prior year activities. Some examples of where we can provide benefit includes:
+44 (0)20 7833 3500
London: 236 Gray's Inn Rd, London WC1X 8HB, UK
+1 212 465 7800
New York: 100 Wall St, Suite 802, New York, NY 10005, USA
+64 4 499 6444
Wellington: Level 4, Office 2, 24 Johnston Street, Wellington 6011, New Zealand