Blog Archives

An Accident of Birth (Part 1)

Posted on March 3, 2023 by Claire Tourret

Senior Associate Aidan Grant is joined by Shawntel Randi and Alexandra Crean of Nixon Peabody to discuss the tax issues arising from being an accidental American. Run time: 15 minutes

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The popularity of funds (Part 2)

Posted on January 4, 2023 by Claire Tourret

Senior Associate Aidan Grant and Billy Matthews of Brown Advisory continue discussing US/UK investment management and in particular some of the opportunities and pitfalls in investing in funds and other collective investments. Run time: 16 minutes

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Two countries separated by a common language:

Posted on December 16, 2022 by Christopher Wilsher

This document outlines how the UK may have a different tax treatment of US living trusts and how the UK concept of domicile may give rise to UK tax in unexpected ways.

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The popularity of funds (Part 1)

Posted on November 28, 2022 by Claire Tourret

Senior Associate Aidan Grant is joined by Billy Matthews of Brown Advisory to discuss US/UK investment management and in particular some of the opportunities and pitfalls in investing in funds and other collective investments. Run time: 22 minutes

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IRAs and how they work (Part 2)

Posted on September 27, 2022 by Ashley Bukaka

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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IRAs and how they work (Part 1)

Posted on August 26, 2022 by Ashley Bukaka

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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UK Register of Overseas Entities

Posted on August 9, 2022 by Ashley Bukaka

On 1 August 2022, the UK’s new Register of Overseas Entities (the “ROE”) came into effect under the Economic Crime (Transparency and Enforcement) Act 2022. The ROE, which is maintained by UK Companies House and is available to the public, …

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The 1975 Act: Challenging Circumstances (Part 2)

Posted on April 27, 2022 by Molly Jones

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

Posted on January 26, 2022 by Molly Jones

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)

Posted on January 5, 2022 by Molly Jones

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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