US/UK Trusts
Planning for succession and asset protection can feel daunting.
But with the right advice, you can make confident decisions that secure your legacy.
Our team specialises in US trust taxation and we work closely with our UK trust team to provide joined up US/UK advice. We guide trustees, settlors, and beneficiaries through complex cross-border planning, compliance, and reporting - making the process clearer, smoother, and more efficient.
We ensure that your trust aligns with your goals and meets all regulatory requirements.
Whether you're setting up a trust or managing one, we’ll help you choose the right structure, meet your tax obligations, and protect your assets across jurisdictions.
With over 70 dual-qualified US/UK tax experts and 120 private client specialists, we offer joined-up advice that’s tailored to your goals and aligned with regulatory requirements.
Our services
Strategic structuring is essential to ensure structures are tax efficient under both US/UK tax regimes. UK Inheritance tax is now based on the long-term residence of settlors rather than just their domicile. US people also need to consider their US Estate tax exposure. We advise US and UK taxpayers on trust structures to help them create structures efficient in both countries.
We provide guidance on the US Foreign Grantor vs Non-Grantor Trust classification, and detailed advice on Forms 3520 and 3520-A, ensuring accurate reporting to avoid hefty penalties.
We coordinate your US and UK tax positions to reduce double taxation on trust income and gains, ensuring compliance and efficiency.
Navigating the loss of a loved one is never easy. You may be due to receive a US inheritance, which may be an alien tax jurisdiction for you. We’re here to support you with compassion, discretion, and trusted expertise. We’ll help optimise beneficiary distributions across jurisdictions, ensuring compliance and minimising tax exposure.
Once a trust is set-up and structured, we provide ongoing support to manage annual US/UK trust filings and annual US/UK accumulated income and gains pools,
Why work with us?
We help trustees, beneficiaries, settlors, or their advisors, looking to navigate the intricate world of US/UK taxation of trusts. Here’s how we’re different.
Deep dual-jurisdiction expertise
Our team includes dual-qualified advisors who understand the nuances of both IRS and HMRC regimes. We ensure your trust is compliant, efficient, and aligned with international tax rules which is especially important for offshore structures and treaty planning.
Holistic cross-border solutions
Trusts are just one piece of the puzzle. Our advice spans the full trust lifecycle, from pre-establishment planning to post-settlor transitions, and goes beyond trusts to cover wider cross-border issues. Whether you're navigating tax, succession, or regulatory complexities, our support is proactive, personal, and built to last.
Choosing the right trust
Every family and financial situation is different. Our advice is always personal and backed by deep technical expertise. We take the time to understand your circumstances and guide you toward the trust structure that best aligns with your objectives.
Risk mitigation
We help clients avoid costly mistakes by ensuring accurate, timely filings and disclosures. If historic under-reporting is discovered, we guide you through appropriate IRS disclosures and help reduce liabilities created by outdated assumptions.