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Blog Archives
Georgina Crane
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
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 …
Estate Planning Essentials: Protecting LGBTQ+ Families and Their Assets with Ryan J. Coyle from Bilzin Sumberg
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 …
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 …
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 …
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 …
Posted in Shorter Reads
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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. …
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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