4 September 2018

Patrick Harney writes for the Leimberg’s Estate Planning Newsletter in the US on integrated estate planning for individuals with connections to the UK and the US

Head of Private Client, Patrick Harney co-authored an article with US attorney Bruce Steiner entitled “Prince Harry’s Estate Planning”.

The article considered the estate planning opportunities for HNW married couples with UK and US tax obligations such as the Duke and Duchess of Sussex, due to the Duchess’ US citizenship. The piece detailed the interaction between the UK and US tax systems and the integrated estate planning methods available to facilitate the transfer of wealth down to the next generation.

The article is available to members of Leimberg Information Services.

"Clients get a bespoke service that is all-encompassing. They can deal with the children matters as well as the finances. They don't seem to get flustered by things. They're a good team and clients are going to feel assured straight away that they're a team of professionals who know their stuff."
Chambers UK, 2018