Your legacy, their future
We all want to live life to the fullest. And when the time comes, your home, investments, savings, and assets – the sum of your life’s work – will pass to your chosen beneficiaries. We help you plan ahead, ensuring your beneficiaries are cared for according to your wishes.
Plan ahead to fully benefit
Passing on your estate can be complex, especially with international assets or multiple tax residencies. Planning early increases the chance of maximising available tax opportunities.
Our expertise spans both UK and US regimes. We guide the transfer of your estate to make adequate provision for yourself, your spouse, and your beneficiaries, while optimising tax outcomes.
Our estate planning services include:
- Will planning
- Lifetime transfer exemptions and lower tax rates
- Optimising transfers between spouses
- Business property and agricultural property reliefs (UK)
- Guidance on US estate and gift tax planning for international assets
Guidance you can trust
Ensuring those you care about benefit fully from your generosity is our priority. Our thoughtful approach gives clarity, expert guidance, and confidence – so you can plan with peace of mind.
Filing Deadlines
US and UK tax years differ, each with important deadlines. We stay on top of them so you don’t have to.
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Whatever your circumstances, our experts are here to help.
Get in touch
Client testimonials
“
My company has been with WSA Tax for the last 4 years. Throughout the years Damian and the team have always been available and always offered the best advice. ”
Get in touch
Our experts are ready to discuss your needs and explain how we can support you. We’d be happy to arrange a call – completing the form will ensure we’re prepared.
Once submitted, a member of our team will be in touch.