GO BACK

Megha Ramani's Case Studies

US-UK cross-border estate planning

This matter involved advising a UK domiciled individual married to a US citizen on an estate plan that was US and UK law compliant. Working in conjunction with US counsel, the advice included:

  • Structuring the estate to benefit from the US marital deduction and UK spouse exemption for death duties
  • Advice on tax-efficient investments of a lifetime UK discretionary trust with US beneficiaries
  • Advice on purchase of US real estate via a US revocable trust versus a US limited liability company

Related Case Studies

Wealth investment structures

This matter involved advising a UK resident, UK domiciled recipient of a significant legacy who was intending to relocate to the US in the near future on suitable investment structures....

READ MORE

Family investment company

This matter involved advising a UK resident private equity principal on structuring a UK private limited company as an investment vehicle for personal wealth. The advice involved: Appropriate capitalisation options...

READ MORE