The spirit of the wishes
Penelope Warr and Richard Joynt discuss how the principle of equality applies to complex modern families
Key points
What is the issue?
Tax and succession issues arise for wealthy clients who have family members resident in both the UK and the US.
What does it mean for me?
Practitioners need to be aware of tax- and estate‑planning issues arising in such families.
What can I take away?
Please login to access this content
If you are not a member, find out more about joining STEP or subscribing to STEP articles.