Overview

Preparing for the future with personal, financial, or business connections that span the UK and the US, requires a multi-disciplinary team of UK/US tax advisors and lawyers with a deep understanding of your needs and an exceptional level of expertise.

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Our take

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Our specialist practice provides cross-border estate plans that mitigate taxes in both jurisdictions. Our reputation as a trusted advisor is testament to our extensive experience supporting a wide range of clients with a completely bespoke service tailored to their needs.

Your team

Your US/UK Tax & Estate Planning team

As a UK/US law firm, we have lawyers qualified in the UK and US respectively, meaning we’re ideally positioned to help clients as diverse as expatriates living in the UK and UK-based charities accepting donations from the US.

Covering estate planning (including drafting wills and trusts), managing transatlantic transfers including gifting, philanthropic endeavours, and charitable gifting, and guidance on the use of other structures such as foundations, companies, and domestic or non-resident partnerships, our advice is unwaveringly thorough, relevant, and straightforward.

To establish maximum wealth retention, our personalised tax planning and intelligent wealth structuring services will ensure solutions that are  appropriate for both jurisdictions taking into account  domestic laws and the US/UK double tax treaty.

Looking for independent financial advice that gives you clarity and confidence – for now and the future? 
Find out more on our dedicated Womble Bond Dickinson Wealth website.
In need of a US/UK tax lawyer? Look no further.
At Womble Bond Dickinson we have an exceptional team of talented lawyers and business professionals who can offer guidance and find the solutions right for your business. We have both broad and niche expertise across all our UK and US offices.
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Client success stories

How we've helped

We’ve worked with:

  • A US citizen who is resident in the UK on the creation of both grantor and non-grantor trusts for their estate planning and lifetime tax planning, their lifetime US and UK tax treatment, and related drafting issues.
  • Various US based individuals on the use of US revocable trusts holding their worldwide assets and implementing various changes to their estate plans in order to protect their UK tax position.
  • The trustees of US Trusts to help them understand anticipated exposures to UK taxes for their UK based beneficiaries, and steps that might be taken to improve the overall position.
  • UK citizens living in the UK on the preparation of appropriate Wills that take into account their exposure to US / UK taxes and the presence of assets in both jurisdictions.
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Testimonials

“Always endeavouring to provide superb client service and pragmatic, commercial and cost-efficient solutions for clients” and “exceptional knowledge and experience in handling complex private client matters.”  

Chambers High Net Worth 2022

“Very prompt and anticipatory.  Partnership with a US firm has been very helpful.” 

Legal 500 2024

Will Ford highlighted for his “technical excellence”. 

Chambers High Net Worth 2024

“A great sounding board to go to on international private client issues with a great range of experience to call on.  He [Will] is highly responsive and great in calls with clients to explain the advice he has provided in a clear and concise way.  He is compelling when he speaks about his work and has a great rapport with clients.” 

Chambers High Net Worth 2022

“I have worked with Will Ford. Will must be one of the most intelligent people I have ever spoken to. He has taken on some challenging cases from me and I am yet to fail to be impressed by his efforts, ideas and achievements.” 

Legal 500 2024

"James [Radcliffe] provided prompt and in-depth advice and guidance throughout my estate plan development.  I always felt confident I was in good hands".  

Private Wealth Law respondent, Chambers High Net Worth 2024
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