Trusts & Estate
Planning
Clarity for Your Family Legacy
Transferring wealth across international borders invokes a minefield of conflicting tax laws. A common UK discretionary trust can severely complicate affairs for a US beneficiary, triggering draconian IRS reporting rules and penalty taxes.
We provide absolute clarity. Working in tandem with your solicitors, our tax architects engineer robust estate plans. By carefully mapping domicile and leveraging US-UK Estate Tax Treaties, we ensure that the capital you build serves your family, not the tax authorities.
IHT & Estate Tax
Mitigating 40% UK Inheritance Tax and US federal estate taxes through structured lifetime giving, life insurance trusts, and domicile planning.
Foreign Trusts
Advising grantors and beneficiaries on the implications of offshore structures, managing Form 3520 reporting to bypass severe penalties.
Succession
Orchestrating the tax-efficient handover of commercial enterprises to the next generation using Business Relief and related strategies.
Probate Taxation
Supporting executors through periods of loss by managing the complex multi-jurisdictional tax filings required to unlock assets.
Our Capabilities
SERVICESInheritance Tax Strategy (IHT)
Navigating the punitive UK IHT regime and US Estate Tax limits. We analyze global assets to implement lifetime gifting strategies and domicile-based defenses.
Cross-Border Trust Structuring
Advising on the formation and taxation of foreign grantor and non-grantor trusts. We ensure compliance with onerous IRS forms (3520 / 3520-A) to prevent severe offshore penalties.
Succession Planning
Designing robust frameworks for passing family businesses to the next generation seamlessly, utilizing Business Relief (UK) and advanced valuation discounts (US).
Probate & Estate Administration
Handling the complex tax filings required upon death for high wealth individuals with assets spanning multiple jurisdictions, ensuring smooth wealth transfer to beneficiaries.
Our Structural Process
Global Estate Mapping
Domicile & Treaty Analysis
Structuring & Execution
Generational Oversight
Providing ongoing trusteeship tax reporting, adapting to changing family dynamics and inevitably shifting international tax codes.
Specialist Architects of
Generational Wealth
Estate planning is fundamentally an exercise in foresight. Leaving cross-border wealth unguarded invites the harshest tiers of taxation from both the IRS and HMRC, potentially unwinding a lifetime of enterprise in a single generation.
Jungle Tax provides the elite level of guidance required to prevent this. We harmonize your long-term goals with intricate international law. Whether managing foreign grantor trusts or deciphering the US-UK Estate Tax Treaty, we ensure absolute compliance.
We work seamlessly with family offices, private banks, and legal counsel to execute holistic solutions, giving you the freedom to pass your legacy forward without erosion.
Multi-Jurisdictional
Ensuring your estate plan functions perfectly in both the US and the UK.
IHT Shields
Aggressive, legal mitigation of the 40% UK inheritance tax burden.
Trust Defense
Guarding against the severe IRS penalties associated with foreign trust misreporting.
Family Continuity
Securing the smooth transition of commercial assets down the bloodline.
Reach Out
Ready to discuss your US-UK tax situation? Contact Jungle Tax today to explore how we can help with your cross-border tax compliance and planning needs.