Professional resources for cross-border client cases

The Document Centre is designed around practical cross-border planning situations rather than generic financial education.

The library covers UK pensions, US retirement accounts, PFIC exposure, UK residence and the FIG regime, inheritance tax, US estate tax, international estate and beneficiary planning, business exits, executive compensation, international retirement, clients moving between jurisdictions and mixed US and non-US families.

The documents are supporting professional resources. They do not replace jurisdiction-specific tax, legal, accounting or other specialist advice where that advice is required.

Technical briefs provide focused analysis of specific cross-border planning issues that may arise alongside tax, legal, pension, fiduciary or other professional advice.

They are intended to help another professional understand the financial-planning considerations, questions to establish and areas that may warrant further coordination.

The professional guides take a broader view than the technical briefs.

Each guide brings together the main financial-planning considerations around a particular client type, cross-border transition or planning situation and can be used as a reference point during professional client work.

The checklists are designed for use at the point where a professional adviser needs to establish whether a client's circumstances raise additional financial-planning questions.

They can support an initial review, client meeting, professional referral or discussion between advisers.