Estate Planning

Recording Gifts for IHT Purposes from IBCA Compensation payments for HMRC

Infected Blood Compensation Scheme / By

The UK government is introducing new regulations (via the Finance Bill 2025-26) to ensure that Infected Blood Compensation payments are treated fairly for Inheritance Tax purposes. These rules are designed to prevent the compensation from being taxed if you pass it on to loved ones. The rules extend the existing relief from inheritance tax (IHT) […]

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Distributions from ROTH IRA for UK tax efficiency from US Pension

401k IRA, Expat financial advice, us uk financial advisor / By

A Roth IRA functions as a retirement account which provides significant tax advantages. It has no UK equivalent but its advantages make it worth considering for retirement and retirement planning. Contributions to the account come from after-tax dollars, but invested funds grow without taxation, and qualified withdrawals are tax-free both in the USA and the UK. The

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Case Study: Navigating Complex US Inheritance Paperwork for a UK Beneficiary

Casestudy, Investments, ISAs for Americans / By

In this case study, we provided assistance with US inheritance paperwork to the niece of a beneficiary, who had to navigate a dizzying array of unfamiliar financial terms, how to handle an individual retirement account (IRA) inheritance, and forms for inheriting a US annuity that was issued by a US Mutual. Background Information Personal/Financial Situation: The client

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ISA Season. Open Shares ISA Online. Accepts US UK Citizens. More details.

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