Australian and UK Cross-Border Tax Advice

We offer advice for UK and Australian cross-border tax arrangements, including complex trusts.

As the world gets smaller, families can sometimes find themselves on the other side of the world from each other, whether that’s through work or emigration. When it comes to tax, inheritance, estate planning and trusts, a good understanding of cross-border tax planning is essential to help minimise any future tax burden.

That’s where we come in. We help individuals and businesses in the UK and Australia to plan to ensure that their wealth is protected against cross-border tax implications.

With both UK and Australian tax experts in-house, why not get in touch to find out more about how we could help you with cross-border tax advice?

Individuals

  • Advice on the taxation of UK and other pensions in Australia and Australian Superannuation funds in the UK.

  • UK Tax Residents with Australian Superannuation

  • Tax advice on UK and Australian investments.

  • Tax advice on emigration to Australia or the UK.

  • Tax advice on the sale of UK or Australian properties.

  • Cross-border estate planning, including the interaction of UK Inheritance Tax (IHT) with Australian Capital Gains Tax (CGT) on estates.

Trusts and Estates

  • UK and Australian tax advice on complex trust and corporate structures.

  • Tax advice on on-shore and off-shore trusts.

  • UK and Australian trusts with beneficiaries who are resident in either or both countries.

  • Trusts changing tax residency.

  • Trusts holding investment bonds.

  • Taxation of discounted gift plans and loan trusts.

  • Rulings under the Multi-Lateral Instrument where a Trust or Estate is a dual tax resident.

  • More on Trusts and Relocating to Australia

If you need UK/Australian cross-border tax planning advice, please get in touch.

Enquiry Form

Contact Details

Suite 25, Level 4
The Blade, Abbey Square
Reading RG1 3BE

T: 0118 321 7677

Monday – Friday: 9AM – 5PM