• International Trust and Estate Advisory

International resources for an increasingly complex world.

We understand the unique challenges and opportunities our international families encounter. With over 1,400 offices in more than 150 countries, BDO can provide a global Private Client Services team to meet all our clients’ international planning needs. Headquartered in London, BDO’s Global Private Client Services group has been recognized as an industry leader, most recently being named a finalist for Accountancy Team of the Year (large firm) at the STEP Private Client Awards 2017/18.
BDO’s Global Private Client Services Practice provides an exceptional team of advisors, ready to support our clients with any cross-border tax issue they may face. Our U.S. Private Client Services group works seamlessly with our partners around the world to assist our clients with identifying and prioritizing the family’s goals for the preservation and distribution of family wealth.
Our international income, estate and gift planning advisors have the experience to advise non-U.S. persons who may unwittingly find themselves subject to the U.S. income, estate and gift rules and to similarly advise U.S. citizens who find themselves subject to the jurisdiction of another country.
Our Private Client Services group can assist you on a variety of international income, gift, and estate tax issues, including:
  • Inbound and outbound planning for the acquisition, disposition, or ownership of U.S. or foreign assets
  • U.S. estate and gift tax for non-U.S. persons with investments in U.S. property
  • Estate tax planning, projections, and liquidity analysis with a global portfolio and family
  • Planning and transactions with foreign trusts
  • Taxation of foreign pensions to U.S. persons
  • Pre-U.S. immigration income and estate tax planning
  • Gifting to U.S. persons
  • Planning for a U.S. person living or investing abroad
  • Exit tax on expatriation from the U.S.
  • All related compliance and regulatory filings