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Meta
Tag Archives: US UK
Revocable Living Trusts: Future-Proofing Your Estate Across Borders with Gillian Everall
On this month’s podcast, Aidan Grant is joined by Gillian Everall, Founder & Managing Director of Everfair Tax Consulting Ltd, to discuss the complexities of US revocable living trusts, particularly for Americans with ties to the UK. Learn more about …
Winning the Property Game: US and UK Tax Tactics with Bari Zahn
In the first of our new monthly podcasts, Aidan Grant is joined by Bari Zahn, Founding Partner of Zahn Law Global LLC, to explore the complex world of real estate ownership for high-net-worth individuals. Bari, a US attorney with deep …
Estate Planning Essentials: Protecting LGBTQ+ Families and Their Assets with Ryan J. Coyle from Bilzin Sumberg
What if the rules of tax and estate planning could be rewritten to better fit non-traditional families, particularly in the LGBTQ community? In this episode, Aidan Grant is joined by Ryan J. Coyle from Bilzin Sumberg to explore the unique …
Decoding the FBAR and a lot more: Key Requirements for US Citizens Abroad with Daniel Jaffe
In this episode, Aidan Grant is joined by Daniel Jaffe, Managing Partner at Jaffe & Co, to peel back the layers of the often-overlooked tax responsibilities that come with expat life. We explore the crucial question of who actually needs to file US tax …
The Role of the Wealth Manager in Your Financial Journey with Martin Heale & Janette Saxer from Schroders
Choosing the right wealth manager is about more than just numbers; it’s about trust and communication. In this episode, Aidan Grant is joined by industry experts Martin Heale and Janette Saxer from Schroders to discuss the key factors in selecting …
UK Domicile & Tax Changes: What you need to know about the changes to worldwide assets (We’re the Brits in America)
In this episode Collyer Bristow’s Aidan Grant was invited by Richard Taylor from Plan First Wealth to appear on its ‘We’re the Brits in America’ podcast to discuss UK Domicile & Tax Changes: What you need to know about the changes to worldwide assets. …
Charity Rules Uncovered: US vs. UK (Part 2)
Aidan Grant is joined by guest Kristin Konschnik, Partner at London based US Law firm McLemore Konschnik. In this second and final episode of two, they dive deeper into tax considerations and practical solutions for charities and donors operating across borders.
Charity Rules Uncovered: US vs. UK (Part 1)
Aidan Grant is joined by guest Kristin Konschnik, Partner at London based US Law firm McLemore Konschnik. In this first episode of two, they explore the intricate regulatory landscapes for charities in the US and UK. Stay tuned for Part 2, …
Posted in Podcasts
Tagged Autumn Budget, US UK
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Budget Miniseries: Impacts on Families with US Connections (Part 3)
In this episode, Host and Partner Aidan Grant is joined by Senior Associate Emily Malvaso to discuss how the announcements in the Autumn Budget 2024 will impact families with US connections. This is the third of a three-part miniseries.
Posted in Podcasts
Tagged Autumn Budget, US UK
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Budget Miniseries: Impacts on Families with US Connections (Part 2)
In this episode, Host and Partner Aidan Grant is joined by Senior Associate Emily Malvaso to discuss how the announcements in the Autumn Budget 2024 will impact families with US connections. This is the second of a three-part miniseries.
Posted in Podcasts
Tagged Autumn Budget, US UK
Comments Off on Budget Miniseries: Impacts on Families with US Connections (Part 2)
