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Tax & Estate
Cross-border tax, UK and US inheritance and estate exposure, gifts, trusts, and wills.
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Articles
- Article
UK Exit Tax: What Applies When You Leave, and What Follows You
The UK does not charge a general exit tax on emigration, and one was not introduced at the Autumn Budget on 26 November 2025. Three mechanisms do reach people after they leave: the temporary non-residence rules, UK land and property, and the rules of the country they move to.
Open - Article
UK Inheritance Tax on Pensions: What British Expats Must Know Before April 2027
From 6 April 2027, unused UK pension funds fall inside the inheritance tax estate for the first time. For British expats, a residence-based rule and a quiet double-tax trap make this one of the most important changes in a generation. Here is what to check, and why timing matters.
Open - Article
IHT Planning for Expats: Gifts, Trusts, and the 7-Year Rule
The 7-year gift rule and trust structures are among the most widely discussed IHT planning tools for expats. Here is how they work, where the limits are, and why timing matters before April 2027.
Open - Article
US Persons Abroad Financial Planning
US citizens and green card holders abroad should understand FATCA, FBAR, PFIC, IRA, 401(k), and cross-border tax issues before seeking help.
Open
Related services
- UK Inheritance Tax for British Expats: Thresholds, Residency Rules and the 2027 Pension Change
- Cross-Border Wills for British Expats: Succession Law Across Jurisdictions
- Cross-Border Tax for UK Expats: Residence Testing, Treaty Relief and the 2025 Reforms
- UK Tax Codes for Non-Residents: What They Mean and How to Get Them Corrected
- UK Self Assessment for Non-Residents: Who Must File and How
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