Planning ahead to protect the financial health of assets as they are passed from generation to generation or given away in acts of philanthropy is vital. This is particularly so when income and capital span jurisdictions and tax systems.
There are many factors which, if not addressed by effective tax planning, can seriously affect an estate, incurring unpleasant tax surprises for the beneficiaries.
Experts in US and UK tax, Frank Hirth will advise you on your current tax positions and planning around income and capital gains taxes. We will also provide a suite of specialist advisory services around US estate tax and UK inheritance tax planning.
Planning could include lifetime gift strategies, as well as transfers upon death. Flexibility is also vital to accommodate future changes to tax rules, and we make sure that planning strategies and solutions are able to adapt to uncertainties and potential changes in circumstances.
Always putting the client’s needs at the centre of what we do, we will work with your legal advisers to develop effective, robust solutions tailored to your specific requirements.
Do you live in Bristol, Exeter, Reading or Norwich? Our regional seminars are coming to you... ow.ly/Q1Py30fTZfp
What do the deemed domicile rules mean for US individuals? - There have been numerous articles published which address the new ‘deemed dom’ regime which, subject to the 2017 second…
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