Blog Archives

Decoding the FBAR and a lot more: Key Requirements for US Citizens Abroad with Daniel Jaffe

In this episode, Aidan Grant is joined by Daniel Jaffe, Managing Partner at Jaffe & Co, to peel back the layers of the often-overlooked tax responsibilities that come with expat life. We explore the crucial question of who actually needs to file US tax …

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The Role of the Wealth Manager in Your Financial Journey with Martin Heale & Janette Saxer from Schroders

Choosing the right wealth manager is about more than just numbers; it’s about trust and communication. In this episode, Aidan Grant is joined by industry experts Martin Heale and Janette Saxer from Schroders to discuss the key factors in selecting …

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2025 Spring Statement

Overall Comment on the Spring Statement The Spring Statement reflects the Government’s continued focus on “closing the tax gap” through increased HMRC powers and enforcement activity.  Many of the measures announced feel like an extension of existing policies rather than …

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UK Domicile & Tax Changes: What you need to know about the changes to worldwide assets (We’re the Brits in America)

In this episode Collyer Bristow’s Aidan Grant was invited by Richard Taylor from Plan First Wealth to appear on its ‘We’re the Brits in America’ podcast to discuss UK Domicile & Tax Changes: What you need to know about the changes to worldwide assets. …

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Rachel Pang

Rachel is an Associate in our Tax and Estate planning team.

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Statutory Residence Test

Whether someone is tax resident in the UK is determined by the statutory residence test (“SRT”) The SRT comprises two primary tests: an “automatic test” and a “sufficient ties” test.  The “automatic test” immediately determines that certain people are resident …

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UK to soften tax rules for wealthy foreigners after millionaire exodus, Rachel Reeves says

The U.K. will soften some planned changes to its controversial non-dom tax rule following concerns of a millionaire exodus, the Treasury has confirmed. Britain’s 200-year-old non-dom regime permits people living in the U.K., but who are domiciled elsewhere for tax …

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Autumn Budget 2024

After weeks of speculation, leaks, and briefings, Rachel Reeves was the first female Chancellor of the Exchequer to deliver a Budget Statement to the House of Commons.  As expected, her speech was sombre, and intensely political – criticising the Conservative …

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Keir Starmer launches Labour manifesto

Partner James Austen comments on Labour’s refusal to rule out a rise in Capital Gains Tax (CGT): “While not one of their manifesto commitments, Labour has not ruled out increasing CGT rates. In fact, Sir Kier Starmer has repeatedly refused …

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CB team comments on the Chancellor’s 2024 Spring Budget

Partner James Austen comments on the Chancellor’s HICBC updates, which include the announcement that HICBC will become a household based system and that its threshold will begin at £60,000: “At first sight, campaigners seeking the overhaul of the confusing, punitive, …

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