Blog Archives

Carly Russell

Posted on August 4, 2025 by Emily Anderson
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Kathy Allso

Posted on June 16, 2025 by Christopher Wilsher
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Revocable Living Trusts: Future-Proofing Your Estate Across Borders with Gillian Everall

Posted on June 4, 2025 by Emily Anderson

On this month’s podcast, Aidan Grant is joined by Gillian Everall, Founder & Managing Director of Everfair Tax Consulting Ltd, to discuss the complexities of US revocable living trusts, particularly for Americans with ties to the UK. Learn more about …

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Georgina Crane

Posted on May 8, 2025 by Emily Anderson

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

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Winning the Property Game: US and UK Tax Tactics with Bari Zahn

Posted on May 7, 2025 by Emily Anderson

In the first of our new monthly podcasts, Aidan Grant is joined by Bari Zahn, Founding Partner of Zahn Law Global LLC, to explore the complex world of real estate ownership for high-net-worth individuals. Bari, a US attorney with deep …

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Estate Planning Essentials: Protecting LGBTQ+ Families and Their Assets with Ryan J. Coyle from Bilzin Sumberg

Posted on April 30, 2025 by Emily Anderson

What if the rules of tax and estate planning could be rewritten to better fit non-traditional families, particularly in the LGBTQ community? In this episode, Aidan Grant is joined by Ryan J. Coyle from Bilzin Sumberg to explore the unique …

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

Posted on April 28, 2025 by Emily Anderson

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

Posted on April 16, 2025 by Emily Anderson

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

Posted on April 3, 2025 by Emily Anderson

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)

Posted on March 17, 2025 by Emily Anderson

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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