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Untangling the Atlantic Knot: Wills for mixed US/UK couples

This is the story of Chris, a Brit, and Sam from the US. In this podcast we explore issues faced by this transatlantic couple including their businesses and their assets in a US to UK, cross-border context.

Chris is a Brit.  He is the heir of a significant UK family business, specialising in high-end retail.  The plan has always been for Chris to take over the family business. In preparation for Chris joining the family business, his parents have sent him to Harvard Business School, where he has been enjoying his classes and making fantastic contacts.In fact, he has made the ultimate contact: Sam.  Sam is the child of a California real estate tycoon. Whilst deciding what to do next, Sam has also been studying at Harvard Business School.

Chris and Sam have fallen in love and want to get married.

Before Chris and Sam “settle down”, they have decided to go on a sailing adventure.  Quite rightly, their parents are insisting that they make Wills.  But what should these say?

You can also find our podcasts on PodbeanApple Podcasts and Spotify.

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Untangling the Atlantic Knot: Moving from the US to the UK

Chris and Sam have decided to move to the UK. Sam therefore needs to investigate which immigration status will best suit them

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Untangling the Atlantic Knot: Tax reporting and compliance for US citizens living in the UK

As a US citizen, Sam must continue to report and pay taxes to the IRS. But as a UK resident, Sam also needs to navigate the UK tax system.

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Untangling the Atlantic Knot: FATCA and information exchange [bonus episode]

In this episode, Iain Younger and Mark Summers discuss their practical experiences of the new tax reporting regimes.

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Our thinking

  • Seminar: National Association of Independent Administrators

    Events

  • Panglossian or Painful: Tax after the US and UK elections

    Jeffrey Lee

    Events

  • Julia Cox, Harriet Betteridge and Alexandra Clarke write for Tax Journal on who might be considered the ‘winners’ and ‘losers’ from an IHT perspective following the UK Autumn Budget

    Julia Cox

    In the Press

  • City AM quotes Charlotte Duly on the long-awaited SkyKick v Sky Supreme Court decision

    Charlotte Duly

    In the Press

  • Charlotte Duly writes for World Intellectual Property Review on the Bluebird trademark dispute

    Charlotte Duly

    In the Press

  • Law.com International interviews Robert Reymond on the growth of our Latin America desk

    Robert Reymond

    In the Press

  • Autumn Budget 2024 – Charities – points you might have missed

    Liz Gifford

    Insights

  • Internationally competitive? The post-April 2025 tax rules for non-doms

    Dominic Lawrance

    Insights

  • Navigating the Legal Landscape of Non-Performing Loan Acquisitions in the UAE

    William Reichert

    Quick Reads

  • Autumn Budget 2024: Share incentives

    Tessa Newman

    Quick Reads

  • Navigating the Lion City: A guide to Singapore's business etiquette and superstitions

    Shamma Ahmed

    Quick Reads

  • Global Investigations Review quotes Rhys Novak on the UK government’s new guidance on complying with its forthcoming failure to prevent fraud offence

    Rhys Novak

    In the Press

  • Under my umbr-ETA, ESTA, eh eh… FAO: international visitors to UK from 8 January 2025 – avoid rain and flight anxiety

    Paul McCarthy

    Quick Reads

  • The abolition of perpetuity periods: Time to sound a note of caution?

    Robert Avis

    Insights

  • National Infrastructure Commission’s Report on Cost Drivers of Major Infrastructure Projects in the UK

    Charlotte Marsh

    Insights

  • Global Legal Post quotes James Walton on the CJC's interim report into litigation funding

    James Walton

    In the Press

  • Family Court Reporting Week - supporting journalists to report family court cases

    Dhara Shah

    Quick Reads

  • Passing on family wealth – the Family Law impact of the new inheritance tax changes

    Sarah Jane Boon

    Insights

  • Potential parental disputes about school fees now VAT is to be added

    Sarah Jane Boon

    Insights

  • The new guidance on the offence of failing to prevent fraud – will it lead to a sea-change to anti-fraud compliance mechanisms?

    Rhys Novak

    Quick Reads

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