Blog Archives

The 1975 Act: Challenging Circumstances (Part 2)

Part 2 /2 of our latest UK/USA podcast. Aidan Grant is joined by Samara Dutton to discuss how and when beneficiaries bring a claim against an estate for insufficient financial provision. Run time: 25 minutes   View part 1 here. 

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Inheriting from US trusts

When considering a client’s estate planning, advisers like to reach for the most familiar tools in their arsenal. However, for US/UK clients, the tools that work in the US may not necessarily be tax-efficient in the UK. It is important …

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The 1975 Act: Challenging Circumstances (Part 1)

Aidan Grant is joined by Samara Dutton to discuss how and when beneficiaries bring a claim against an estate for insufficient financial provision. Run time: 28 minutes

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US tax changes could be imminent

The US House Committee on Ways and Means has proposed a raft of US tax changes intended to help fund the new administration’s grand infrastructure programme. Contained within the proposals are significant changes to some key estate planning tools that …

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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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Gifting in the Arts (CGS v AIL)

The Arts Council England saw a record-breaking year in 2020 with the value of cultural objects and art entering public ownership equating to an impressive £64.5 million with £40 million of tax liabilities being settled in return. Philanthropic giving of …

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How can I help my children buy a house?

The Bank of Mum and Dad supported more than half of first-time buyers under the age of 35 in 2020 and is the sixth largest lender in the UK. The average amount provided by the Bank of Mum and Dad …

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Two Countries Divided by a Lifetime Trust

In this latest episode of UK USA, Senior Associate Aidan Grant is joined by Gillian Everall, Managing Director at Everfair Tax. Together they discuss the complex topic of lifetime trusts, looking at why they are favoured by Americans, how they …

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Those Two Certain Things – Death and Taxes

In this podcast series from Collyer Bristow, Senior Associate Aidan Grant, from our Tax and Estate Planning team, welcomes a variety of guest speakers to discuss UK tax matters and more, all with a US flavour. In this latest episode …

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UK USA: The Road to Efficiency

In this podcast series from Collyer Bristow, Senior Associate Aidan Grant, from our Tax and Estate Planning team, welcomes a variety of guest speakers to discuss UK tax matters and more, all with a US flavour. In this latest episode, …

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