US/UK Private Client Tax Planning

An expert tax planning guide for practitioners advising high net worth individuals who have UK or US residence, assets, or family members.

List of contents

Part One - Outline of Relevant Taxes
Principal Taxes
Tax status and basis of taxation
Trust and estate taxation
Taxation on corporations
Charities
Insurance
Compliance
US-UK Treaties

Part Two - Planning
UK pre-immigration planning
US: pre-immigration planning
Expatriation
Lifetime giving
Spouses and civil partners: lifetime planning
Spouses and civil partners: testamentary planning
Spouses and civil partners: jointly-owned property
Divorce planning
Insurance planning
Trusts and partnership planning: forming trusts and other entities
Trusts and partnership planning: planning with existing trusts
Wills
Probate and the administration of estates: tax issues for personal representatives
Post-death variations and disclaimers
Giving to charity

Appendices

About the author

Withers

Product details

• Authors: Withers LLP
• Publisher: Bloomsbury
• Languages: English
• Product format: Paperback / Softback
• Release: 20.11.2025
• EAN: 9781526533401
• ISBN: 978-1-5265-3340-1
• No. of pages: 720
• Subjects: Guides > Law, job, finance > Taxes; BUSINESS & ECONOMICS / Personal Finance / Taxation, BUSINESS & ECONOMICS / International / Taxation, Trusts & Estates Taxation, Personal tax