Blog Archives

Tax Justice UK proposes wealth tax to raise £37 billion

TaxJustice UK proposed five steps which the new Chancellor Jeremy Hunt could take to raise this amount. The five proposed changes aim to place a greater share of the tax burden on wealth individuals. Read Partner James Austen’s thoughts on …

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Emily Malvaso

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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 …

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Henry Lopes

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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 …

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Caroline Hollis

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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 …

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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 …

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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 …

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