STEP WY - UK/US Cross-Border Planning Post-2025: Insights from a Royal Case Study

Auric Private Client Advisory LLC was pleased to participate in STEP Wyoming’s conference community, joining peers committed to high professional standards in cross-border estate and trust planning. The following is a STEP WY presentation we believe will be of particular interest to our clients.

“UK/US Cross-Border Planning Post-2025: Royal Case Study and Practical Insights” reviews how recent UK reforms, including abolition of the remittance basis, the new Foreign Income Gains regime, and revised inheritance tax residence and tail rules, affect internationally mobile individuals with UK and U.S. links.

It explains residency and treaty tie-breaker tests, treatment of trusts under the new regime, and common tax mismatches involving LLCs, funds, and life insurance, using a high-profile case study to illustrate practical risks and planning options. Those who advise globally connected families or executives will benefit from the detailed scenarios, tables, and treaty analysis in the full presentation.

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