Headway Wealth Global

Estate planning for a British expat in America can involve more than just drafting a will or creating a living trust with your local lawyer. To create an estate plan that helps ensure that your US and UK assets pass on the way you like and avoids the difficulties of being a person with connections in both countries, careful and meticulous planning is necessary.

Creating an estate plan entails figuring out the best method to transfer your assets. Usually, a large portion of this involves reducing inheritance tax. You might accomplish this by using your allowances and exemptions, giving gifts, purchasing life insurance, or just spending your money.

An inheritance tax bill can be managed, decreased, or eliminated in a number of ways, such as:

Giving gifts
Transferring your pension and using other assets to generate a retirement income
Obtaining life insurance to pay the tax burden
Using Business Relief to your advantage through tax-efficient investments

PASS ON YOUR WEALTH WITH EASE

SPENDING OR GIFTING MONEY

When it comes to estate planning, most people spend and donate money, but some hold back out of concern that they won't have enough later in life. We can show you how much money you'll need to continue your lifestyle while accounting for other possible costs, like the price of long-term care, by using cashflow modelling.

PASSING YOUR ASSETS ON

When transferring their possessions, many expats wish to maintain some degree of control. They could specify how their funds should be used—for example, to cover tuition or a down payment on a home—or they might just want to make sure their money stays in their family. We can offer guidance to guarantee that your funds are allocated to the individuals and purposes of your choosing.

TRUSTS

When it comes to estate planning, trusts are a versatile and potent tool. A lot of people decide to give gifts under trust, which restricts access to the funds to specific times or purposes.

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Headway Wealth USA is an approved Blacktower Financial Management (International) Limited (BFMI) representative. Building 31, Capability House, Wrest Park, Silsoe, Bedfordshire, MK45 4HR, United Kingdom.

Headway Wealth through its advisers offers investment and financial advisory services through Blacktower Financial Management (International) Limited (BFMI), a registered investment adviser with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or education. Check the background of this firm on the Investment Adviser Public Disclosure page.

Tel: +1(737) 212-9962 I Email: USA@headwaywealthglobal.com

US/UK ESTATE PLANNING

ESTATE PLANNING FOR BRITISH EXPATS

PASS ON YOUR WEALTH WITH EASE

AVOID A 40% UK INHERITANCE TAX BILL

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LET'S MAKE HEADWAY TOGETHER.