Our clients with business interests and personal wealth in the US and the UK are required to navigate two complex and very different tax systems. Successful wealth planning for such clients requires the lead advisor to be "ambidextrous" in that they understand the tax treatment of a proposed transaction in both countries simultaneously. This is what makes Mishcon de Reya different. We have a team of specialist UK and US tax and trust lawyers, advising on US and UK tax and trust concepts, enabling us to provide integrated solutions.
We offer a seamless, one-stop service for US/UK estate planning: advising on UK/US taxation to provide integrated US/UK estate planning documents and associated dual compliant tax and legal advice. We have decades of experience addressing all the common US/UK estate planning permutations.
We enable our clients to comply with their UK and US tax reporting and payment obligations while maximizing available tax reliefs. We advise on all areas of personal tax and trust and estate planning, including on the formation, administration, taxation and governance of wealth and tax planning structures.
We travel regularly to the US, coordinating and working closely with our clients' advisers there, including US tax advisers, bankers and family offices.