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Transatlantic thinking | An estate planning service for those with US/UK interests

We provide straightforward but thought-through estate plans with clear, up front pricing, for those with US and UK connections. We work regularly with couples in both the US and UK, and have seen virtually every tax and financial situation that can affect couples who have tax obligations in both countries. Getting this right is critical to safeguard your family’s financial position and to protect your wealth for future generations.

get in touch Transatlantic Thinking guide (PDF)

What we offer

  • An experienced team of US and UK qualified lawyers working together from one location
  • A consultation to understand your family’s particular objectives. We’ll ask you to complete a questionnaire so that we have relevant information about you, your family and the location and ownership of your assets.
  • A flexible solution. The laws affecting the taxation of gifts and tax thresholds change all the time, but few people have the appetite to contemplate their own mortality on a regular basis, less so the desire to pay fees to do so.
  • Bespoke estate planning documentation (no two estate plans are ever identical) that will ensure the smooth and tax efficient administration of your estate in the US and the UK for one fee
  • Clear and transparent pricing, together with a comprehensive menu of estate planning options from which to pick and choose. Options are priced up front and clear guidance is given as to what is and what is not included
  • A clear timeline so you can be confident in the service and delivery you will receive

The UK couple with US property

The Brit married to an American who is short term resident in the UK

The Brit married to an American who is long term resident in the UK

The US couple who are both long term residents in the UK

The US couple who are short term residents in the UK but looking to return to the US in the long term

The US citizen living in the UK whose parents have passed away leaving assets held in a US estate plan

The Brit who has lived and worked in the US and who has investment assets in the US including Individual Retirement Accounts and/or ‘401K’ accounts

Transatlantic Thinking guide


Download our complete guide which gives flexible solutions for those facing a US/UK planning conundrum

Download PDF

Our team

Jaime McLemore

Jaime McLemore

Partner | London

Jaime McLemore

Partner | London

Private client and tax

Joseph Brothers

Joseph Brothers

Partner | London

Joseph Brothers

Partner | London

Private Client

Maya Buckland

Maya Buckland

Partner | London

Maya Buckland

Partner | London

Private client and tax

Steven J. Chidester

Steven J. Chidester

Partner | San Diego

Steven J. Chidester

Partner | San Diego

Private client and tax

Stephen Nerland

Stephen Nerland

Consultant | London

Stephen Nerland

Consultant | London

Private client and tax

Penelope Warr

Penelope Warr

Consultant | London

Penelope Warr

Consultant | London

Private client and tax

Richard Cassell

Richard Cassell

Of counsel | London

Richard Cassell

Of counsel | London

Private client and tax

Lara Crompton

Lara Crompton

Special Counsel | London

Lara Crompton

Special Counsel | London

Private client and tax

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Contact us

If you would like to talk to us for more information, please contact our client services team who will be happy to assist.

+44 20 7597 6000 Email us