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Blog Archives
IRAs and how they work (Part 2)
Part 2 of our latest UK/USA podcast. Senior Associate Aidan Grant is joined by Partner John Bull from Blick Rothenberg to discuss Individual Retirement Accounts (IRAs) nd break them down into three areas. They are going to discuss what are …
Posted in Podcasts
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IRAs and how they work (Part 1)
Senior Associate Aidan Grant is joined by Partner John Bull from Blick Rothenberg to discuss Individual Retirement Accounts (IRAs) nd break them down into three areas. They are going to discuss what are IRAs and why they are so popular …
Posted in Podcasts
Comments Off on IRAs and how they work (Part 1)
Lifetime Giving Handbook
We have prepared a handbook to answer the most pressing and common lifetime giving questions and issues including; giving property to the next generation, gifts to vulnerable individuals, how best to fulfil an individual’s philanthropic ambitions, foreign gifts and the …
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Gifts to Disabled and Vulnerable People
When making a gift to a disabled or vulnerable person, it is not only important to consider the donor’s position but also that of the recipient of the gift. For example, an ill-considered outright gift to a disabled or vulnerable …
Posted in Shorter Reads
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Can I give my home to my children (and still live in it)?
For many people, their home is one of their most valuable assets, if not the most valuable. It is therefore an obvious candidate for lifetime estate planning. The question therefore often comes us as to whether it is possible for …
Posted in Shorter Reads
Tagged capital gains tax, estate planning, inheritance tax, lifetime giving
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US/UK giving
Considering the UK tax rules on lifetime gifts can be complex, but having to marry these with the corresponding US rules if the donor and/or recipient are also US taxpayers can make the task yet more difficult. A donor can …
Posted in Shorter Reads
Tagged estate tax, inheritance tax, lifetime giving, UK capital gains, UK tax rules, US income tax, US taxpayers
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Gifts and Lasting Powers of Attorney (“LPAs”)
Making gifts as an attorney acting under a registered LPA for property and financial affairs is fraught with difficulties and is an area which could give rise to criticism of the attorney and potentially an investigation by the Office of …
Posted in Shorter Reads
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