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Blog Archives
An Accident of Birth (Part 1)
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
The popularity of funds (Part 2)
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
Two countries separated by a common language:
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)
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
Posted in Podcasts
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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 …
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
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UK Register of Overseas Entities
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, …
Posted in Longer Reads
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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.
Posted in Podcasts
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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 …
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
Posted in Podcasts
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