Plan Today
Protect Tomorrow
Living in the US doesn’t exempt you from UK Inheritance Tax. If you’re a former UK resident or have UK-based assets, your estate could face up to 40% tax bill after your death. You should keep in mind that:
- UK IHT applies to your global estate even if you’re a non-resident.
- Without proper planning, both the IRS and HMRC could tax your estate. Double Taxation can apply!
- Lifetime gifts may not escape IHT without careful
structuring. - You may still be liable to UK taxes even after years abroad.
Why Estate Planning Matters for UK Expats

Avoid Double Taxation
Without proper planning, your estate could be taxed in both the US and the UK.

Protect Your Assets
Ensure your UK are distributed exactly as you intend.

Support Your Loved Ones
Prevent legal delays and financial complications for your family.

Align with Legal System
Cross-border estates require compliance with both HMRC and IRS regulations
