Resources

Explore the resources,latest news and insights from Paratus Wealth, including firm updates and downloadable guides. New content is added regularly, so check back for the latest.

Tax & Estate Planning

Estate and tax planning articles for internationally mobile individuals and families. Explore clear guidance on UK Inheritance Tax, cross-border estates, succession planning, allowances, reporting obligations, and practical considerations for expatriates managing assets across jurisdictions.

Estate planning documents, a British passport and U.S. asset references illustrating U.S. estate tax considerations for British nationals and other non-U.S. persons with U.S.-situs assets.

US Estate Tax for British Expats and Non-US Persons: The 60k Rule Explained

US estate tax can affect non-US owners of US assets and US persons abroad with non-citizen family. Learn the key filing, QDOT and planning issues.

Tax & Estate Planning

Paratus Wealth

IHT on Pensions 2027 planning for expatriates

IHT on Pensions 2027: What Expatriates Need to Know

From 6 April 2027, most unused pension funds and pension death benefits are expected to fall within UK Inheritance Tax. Here is what expatriates with UK pensions should review now.

Tax & Estate Planning

Paratus Wealth

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US Estate Tax for British Expats and Non-US Persons: The 60k Rule Explained

IHT on Pensions 2027: What Expatriates Need to Know

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