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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 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.
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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.
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UK Pension IHT Changes 2027: What to Review Before the Deadline
From April 2027, unused UK pension assets will fall inside the IHT estate. Many expats with UK pensions have not yet reviewed how the change affects their position. Here is where to start.
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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.
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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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