Alexa Collis' Case Studies

UK/US estate planning

In this matter, we advised a UK resident and domiciled client in relation to the nature of a lifetime trust established as a Will substitute during a period of residence in the US. This included advice as to the client’s actual domicile and deemed domicile status, the UK tax treatment of the trust and adjusting his arrangements (together with his US advisors) to ensure an efficient succession plan factoring in the operation of the UK/US double tax treaty.

Related Case Studies

Cross-border estate and succession planning

This matter involved giving advice to a non-UK resident and non-UK domiciled individual and his family to ensure a coordinated succession planning strategy across two jurisdictions. This included advice relating...


UK estate planning

This matter involved advising a UK domiciled entrepreneur as to her estate and succession plan. This included advice as to the application of business property relief and the availability of...


Pre-UK arrival planning

This matter involved advising on issues relating to an individual client’s domicile and residence coming into the UK, including advice on the operation of the Statutory Residence Test and rebasing...