Trust & Estate Tax Services – US & UK Specialists
US UK Tax Advisors provide expert support with trust taxation, estate planning, and gift reporting for families with assets in both the US and UK. Our dual- qualified advisors handle IRS and HMRC compliance, reduce double taxation, and create strategies that protect wealth and ensure smooth succession across generations.
US–UK Trust Tax Advisors – IRS & HMRC Compliance
Managing trusts and estates across both the US and UK tax systems is highly complex. Families with international assets face strict reporting rules, estate tax exposure, and succession planning challenges that require specialist cross-border expertise.
At US UK Tax Advisors, we provide tailored guidance on trust compliance, estate planning, and gift tax reporting, ensuring assets are protected while meeting both IRS and HMRC requirements. Our approach minimises risks and helps families avoid costly mistakes.
Our dual-qualified advisors work with families, trustees, and executors to streamline cross-border reporting, reduce double taxation, and build long-term strategies for wealth preservation and succession.
Our Expertise at a Glance
Working with general accountants is rarely enough when it comes to cross-border trusts and estates. Families choose US UK Tax Advisors because we:
- Specialise in US–UK estate and trust taxation
- Advise on inheritance, gift, and succession planning
- Offer dual-qualified expertise in both IRS and HMRC rules
- Provide tailored strategies for families with multi-jurisdiction assets
- Deliver peace of mind by simplifying complex tax challenges
We don ’t just prepare forms—we help families preserve wealth, plan succession, and stay compliant across generations.
Wealth, Succession & Trust Tax Services – US & UK Focus
Trust and estate taxation across the US and UK is complex, with strict reporting requirements under both the IRS and HMRC. We specialize in US–UK trust tax compliance, including Form 3520 and 3520-A filings, estate tax returns (Form 706), UK inheritance tax, and gift reporting.
Effective cross-border planning goes beyond compliance—it requires strategy. We design tailored succession and estate plans that protect family wealth, minimize estate and inheritance tax liabilities, and align with long-term goals.
For families with multi-jurisdiction assets, our dual-qualified experts coordinate planning across both systems. Whether you're a US citizen with UK property or a UK resident with US investments, we make sure your trusts and estates are managed seamlessly in both jurisdictions.
Get in Touch
Managing cross-border taxes doesn't have to be complicated. Whether you're a US citizen living in the UK, a UK resident with US tax obligations, or a business operating internationally, our team of specialist US UK tax accountants in London is here to help.