Cross‑Border Estate Management in 2026 Resealing Grants, Repatriation of Assets, and the Residence‑Based Tax Era By Orlanda Carroll – Head of UK & International Business at Share Data Ltd Cross‑border estate administration continues to evolve due to the increasing mobility of high-net-worth families, the growth of digital assets, and the UK’s transition from domicile-based to […]
IRS Form 706-NA: Why UK Estates Can’t Afford to Ignore It What is Form 706-NA? Let’s face it: dealing with estates that include international assets is rarely straightforward. For many UK solicitors, finance managers, and private individuals, the IRS Form 706-NA barely registers until it becomes necessary. But when a loved one passes away, leaving
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Releasing U.S. Shares from a UK Estate How Form 706-NA and Medallion Signature Guarantees Work Together When a UK estate includes U.S.-listed shares or funds, the process goes beyond obtaining a UK Grant of Probate. U.S. securities are classified as U.S.-situs assets and are subject to American tax and transfer regulations. To release or transfer
Understanding Form 706-NA A Crucial Step in Releasing US Securities from UK Estates When managing a UK estate with US-listed shares or funds, executors might be surprised to find that probate and tax responsibilities do not stop at the UK border. The United States has specific estate tax rules for non-residents that can apply even
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U.S. Estate Tax Rules for Non-Residents: The $60,000 Threshold Cross-border estate administration can be challenging, particularly when it involves U.S.-based assets. One of the most important rules that executors, solicitors, and beneficiaries need to be aware of is the U.S. estate tax threshold for non-resident, non-citizens. This rule often comes as a surprise, especially to
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