BarbriSFCourseDetails
  • videocam Live Webinar with Live Q&A
  • calendar_month March 3, 2026 @ 1:00 p.m. ET./10:00 a.m. PT
  • signal_cellular_alt Intermediate
  • card_travel Estate Planning
  • schedule 90 minutes

U.S.-UK Tax and Estate Planning: Advanced Techniques for Estate Planners and Tax Professionals

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$297.00
$252.45
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Discount expires 1/21/26

This course is $0 with these passes:

CLE
CPE
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About the Course

Introduction

This CLE/CPE webinar will provide estate planners and tax professionals with a guide to estate planning tax challenges and opportunities for clients who have a tax presence in both the U.S. and UK. The panel will discuss the U.K. tax law and treaty provisions that govern tax liabilities in cross-border scenarios involving the UK and the U.S. The webinar will focus on the U.K. tax and other consequences for UK clients with a U.S. tax presence and U.S. taxpayers who own or plan to invest in UK-situs real estate and other assets.

Description

The long-standing ties between the U.S. and UK result in significant economic migration. Many U.S. citizens and permanent residents have property interests in the UK and vice versa. Estate planning counsel and advisers must identify the tax and wealth transfer planning rules and opportunities specific to U.S. and UK citizens with assets and presence in both countries.

The differences between U.S. and UK estate and wealth transfer rules present several challenges. The UK has an inheritance tax for all capital assets on the death of a taxpayer when applicable, and separate tax charges can arise on transfers to trusts and within the trusts themselves.

While the U.S.-UK tax treaty allows for reciprocal credits for U.S. estate tax and UK taxes, estate planners must reconcile the differences between the two countries' tax regimes and proactively minimize the tax impact of wealth transfers. Tax advisers must thoroughly grasp treaty provisions, identify whether a client needs separate estate documents specific to each country, and recognize the U.S. and foreign income and estate/gift tax implications of transactions.

Listen as our expert panel provides guidance on how to plan the estates of clients with both U.S. and UK tax presence, including interests in business entities, real estate, and financial accounts. The panel will cover the legal and tax considerations when planning for the disposition of each type of asset.

Presented By

Lara Mardell
Of Counsel
Edwin Coe LLP

Ms. Mardell provides English legal and UK tax advice to individuals and trustees, particularly those with international connections, including the US, Canada, the Far East, the Middle East and Europe. She frequently works with local professionals from these jurisdictions, coordinating cross-border advice.

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Joshua Tennant
Partner
Ostberg Sinclair & Co

Mr. Tennant has spent his professional career focusing on trust and estate taxation for the international market in and out of London. Being dual qualified in the US and UK as well as an affiliate STEP member, he is uniquely placed to deal with complex fact patterns. Mr. Tennant has a heavy focus on clients with a connection to the US and is well known for advising US and international families on their succession strategy whilst also assisting with all the family's reporting obligations across both jurisdictions. He leads the trust and estate offering at OSCO and has spent his career building strong relationships with similarly focused advisors and trustees. Mr. Tennant's experience and network allow him to confront and resolve the unique cases posed by clients with international complexities.

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Credit Information

  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.

  • CPE credit is not available on recordings.

  • BARBRI is a NASBA CPE sponsor and this 90-minute webinar is accredited for 1.5 CPE credits.

  • BARBRI is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).


  • Live Online


    On Demand

Date + Time

  • event

    Tuesday, March 3, 2026

  • schedule

    1:00 p.m. ET./10:00 a.m. PT

I. U.K. estate tax considerations for UK citizens qualifying as U.S. taxpayers

II. UK wealth transfer regime

III. Ownership of UK real estate by non-UK citizens

IV. Coordinating a UK will with U.S. will and trust documents

The panel will review these and other relevant topics:

  • What considerations impact U.S. taxpayers wishing to hold real estate in the UK?
  • Coordinating U.S. estate plan with UK wills
  • How to deal with trusts
  • Treatment of inheritance of UK-situs property


Learning Objectives

After completing this course, you will be able to:

  • Distinguish between U.S. estate tax rules and UK law treatment of inheritances and gifts as taxable
  • Recognize restrictions and structures for foreign taxpayers to purchase real estate in the UK
  • Determine how to best coordinate a UK will with existing U.S. estate planning documents and structures


  • Field of Study: Taxes
  • Level of Knowledge: Intermediate
  • Advance Preparation: None
  • Teaching Method: Seminar/Lecture
  • Delivery Method: Group-Internet (via computer)
  • Attendance Monitoring Method: Attendance is monitored electronically via a participant's PIN and through a series of attendance verification prompts displayed throughout the program
  • Prerequisite:

    Three years+ business or public firm experience at mid-level within the organization, drafting wills and trust documents, supervising other attorneys or estate planners. Specific knowledge of concepts regarding taxation of foreign investments held by U.S. taxpayers; familiarity with tax treaty provisions.

BARBRI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of Accountancy have final authority on the acceptance of individual courses for CPE Credits. Complaints regarding registered sponsons may be submitted to NASBA through its website: www.nasbaregistry.org.

IRS Approved Provider

BARBRI is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).

BARBRI CE webinars-powered by Barbri-are backed by our 100% unconditional money-back guarantee: If you are not satisfied with any of our products, simply let us know and get a full refund. Contact us at 1-800-926-7926 .