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

Estate Planning

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

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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