Home
    Your Situation

    My Children Live Abroad

    A UK will and a beneficiary in New York can create reporting problems for the rest of their life.

    Each jurisdiction has its own inheritance rules, its own reporting obligations, and — in some cases — its own inheritance tax. Standard UK wills usually don't account for any of this.

    What typically applies

    US-resident beneficiaries face IRS reporting obligations for foreign accounts inherited. EU jurisdictions like France, Spain and Italy have forced-heirship rules. The UAE has its own opt-in inheritance framework post-2023.

    Getting this right usually means coordinating the UK will with any local will in the beneficiary's jurisdiction, and — for larger inheritances — considering a trust structure that keeps assets outside the beneficiary's personal ownership for local tax purposes.

    Not sure where to start?

    A Legacy Priority Assessment tells you exactly what applies to your estate — and, just as importantly, what doesn't.

    Members of the Society of Will Writers|28 years of specialist estate planning practice|Serving families across Dorset, Hampshire and the South of England