Taxation of trusts in the US is a particularly complicated field. This is especially true in relation to international trusts with US beneficiaries or grantors.
Our dedicated team of experts advise trustees, professional fiduciaries and beneficiaries on the formation, amendment, and ongoing management of both US domestic and foreign trusts. By engaging our team you remove your risk of exposure to penalties from non-compliance.
Without proper advice, foreign and domestic estate income taxes can significantly reduce the value of an estate. A well formulated estate or succession plan helps you to minimise your taxes and preserve your wealth for future generations, as intended.
It’s never too early to get the right advice on setting up and planning for the future of your assets and provisions for your loved ones.
ADDITIONAL SERVICES WE CAN HELP YOU WITH
TAX PREPARATION
We provide assistance for all your individual tax return needs. This includes preparing and lodging your Individual State and Federal tax returns, including Forms 1040 and 1040NR.
ASSET PROTECTION
You put the hard work into building your personal assets. That’s why an important part of personal tax services is making strategic decisions with asset protection in mind.
TAX ADVISORY
As US tax specialists with a global perspective, we will help you navigate the local and international complexities that your financial investments bring.
HAVE PEACE OF MIND THAT YOUR TRUST AND ESTATE ARE IN ORDER
Our team is dedicated to understanding your unique needs. Contact us to ensure you receive the tax advice you need to proactively setup, manage, and plan your trust or estate.
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NEWS AND UPDATES
Expanding Into Singapore? Here’s How To Avoid Being Taxed Twice
6th Nov 2025
Boon Tan
When you scale into a new market, nothing drains momentum faster than paying tax on the same profit in two places The good news: Singapore’s pro-business tax framework and extensive network of...
PFIC And Attribution Issues For Australian Expats In The USA
23rd Oct 2025
John Marcarian
Why This Matters Many Australians arrive in the US with sensible portfolios at home such as ASX listed exchange traded funds, listed investment companies, unit trusts or managed funds, and...
Expanding To Singapore? Here’s How Government Grants Can Supercharge Your Entry
8th Oct 2025
Boon Tan
Singapore is more than just a gateway to Asia — it’s a launchpad for international growth With its pro-business policies, robust financial system, and strategic location, the city-state...