US/UK Advice



Baker Stirling Legal Services Ltd. / Wills & Estate Planning, uS?UK Advice, Powers of Attorney, Probate Services & In-House Legal Services

Baker Stirling acts for individuals with personal and financial interests in both the US and the UK. We provide integrated advice on the complex cross-border matters facing UK individuals with assets in the US, and for US individuals with assets in the UK. Both jurisdictions have distinct legal systems and complex tax regimes. Baker Stirling has a clear understanding of the interaction between the two regimes, and recognises the need for joined-up, cost effective advice on overseas probate work, international succession and cross-border planning.

Through our Managing Partner’s affiliation with US law firm Ortoli Rosenstadt LLP. Baker Stirling is able to ensure that its clients receive the best advice on both sides of the Atlantic. Ortoli Rosenstadt LLP is a full service international law firm which represents local, national and international clientele. Our Managing Partner, James Baker, was appointed Of Counsel to Ortoli Rosenstadt LLP in 2024.




International Probate

When someone dies, their estate must be administered in a process known as probate. This includes managing and gathering in their property, paying inheritance tax, and distributing the estate to the beneficiaries. Our team advises on the administration of estates for UK nationals who owned assets in the US, and for US nationals who owned assets in the UK. The different laws and taxes in the UK and the US mean that this process can be complicated and time-consuming. Baker Stirling is uniquely positioned with its Managing Partner being dual qualified as a lawyer in England & Wales and also in the United States where he is licensed as an attorney with the State Bar of California. Our team has an in-depth knowledge of estate and tax law in each jurisdiction, and a strong understanding of how these laws interact. We handle a great number of complex and high-value international estates, and we pride ourselves on ensuring that the estates of our clients are successfully administered as efficiently and affordably as possible, and to the satisfaction of all parties concerned.

Whether you require advice on completing probate yourself, or else would rather we take over the entire estate administration process on your behalf, Baker Stirling can tailor the service to your needs. We also provide consultancy services to US law firms and other professionals requiring specialist advice on international estate administration. Our advice ensures that assets pass to the correct beneficiaries in the most timely and tax-efficient manner achievable. Our international probate services fall within three separate categories:

For Executors & Administrators

  • Navigating multi-jurisdictional probate processes
  • Coordinating with local legal representatives
  • Managing estate assets and liabilities


For Heirs & Beneficiaries

  • Advising on your rights and entitlements
  • Coordinating with our professional network to resolve disputes and claims
  • Ensuring compliance with local and international laws


For Legal Professionals

  • Collaborating on complex cross-border estate matters
  • Offering legal opinions on international probate issues



International Succession & Cross-Border Planning

Baker Stirling offers tailored solutions to ex-pats who still have assets in the UK, and to individuals living in the UK whose official home for tax purposes is in the US.

Our areas of expertise include:

  • Cross-Border Wills: creating wills and related estate planning documents for clients with exposure to both UK inheritance tax and US estate taxes
  • Estate Planning: advising on incorporating and administering international trusts and wealth management structures so as to minimise estate taxes and other liabilities in the UK, US, and beyond
  • Asset Protection: Developing plans to protect and manage your assets across different countries



With a focus on clarity and efficiency, we coordinate with local and international legal professionals to handle the complexities of your cross-border interests. We strive to ensure that your estate planning is seamless and effective across all jurisdictions, and our goal is to make the process as straightforward as possible for you, whilst protecting your ultimate legacy.