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17 results for Tax & Estate Planning close Tax disputes & investigations close UK trusts, tax and estate planning close Clear filters

  • UK Tax Audits and Investigations: How to Deal with HMRC with James Austen and Henry Lopes

    This episode of US-UK Tax Talk hosts practical and candid discussion on HMRC inquiries, tax disputes, and what taxpayers should do when things go wrong.

    Published 8 January 2026

    INTERNATIONAL TRUSTS, TAX AND ESTATE PLANNING & PRIVATE WEALTH & TAX & ESTATE PLANNING & UK/USA TAX & ESTATE PLANNING & UK/USA TAX & ESTATE PLANNING

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  • The Anson Case and How the UK Really Taxes LLCs with James Austen and Henry Lopes

    In this episode of US-UK Tax Talk, host Aidan Grant is joined by colleagues James Austen, Partner, and Henry Lopes, Associate in the Tax & Estate Planning team at Collyer Bristow, for a deep and detailed exploration of one of the most challenging areas of US-UK personal taxation.

    Published 10 December 2025

    INTERNATIONAL TRUSTS, TAX AND ESTATE PLANNING & PRIVATE WEALTH & TAX & ESTATE PLANNING & UK/USA TAX & ESTATE PLANNING & UK/USA TAX & ESTATE PLANNING

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  • Investing for Children in the US UK Space with Patrick Mulhern

    In this episode of US-UK Tax Talk, host Aidan Grant welcomes back Patrick Mulhern, Partner at Tanager Wealth Management, for a deep dive into one of the most nuanced areas of cross border financial planning, investing for children where Americans are involved.

    Published 6 November 2025

    INTERNATIONAL TRUSTS, TAX AND ESTATE PLANNING & PRIVATE WEALTH & TAX & ESTATE PLANNING & UK/USA TAX & ESTATE PLANNING & UK/USA TAX & ESTATE PLANNING

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  • Living in America as a Brit: Opportunities, Pitfalls & Planning First with Richard Taylor

    In the latest episode of US-UK Tax Talk, Aidan Grant is joined by Richard Taylor, founder of Plan First Wealth and host of We’re the Brits in America. Together, they explore what moving to the US really looks like - beyond the clichés - and how to avoid costly financial missteps.

    Published 2 October 2025

    INTERNATIONAL TRUSTS, TAX AND ESTATE PLANNING & PRIVATE WEALTH & TAX & ESTATE PLANNING & UK/USA TAX & ESTATE PLANNING & UK/USA TAX & ESTATE PLANNING

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  • US Tax Residency Demystified: Citizens, Green Cards & the Substantial Presence Test with Alicea Castellanos

    In the latest episode of US-UK Tax Talk, Aidan Grant is joined by Alicea Castellanos, Founder and CEO of Global Taxes LLC, to unpack how people become US tax residents.

    Published 10 September 2025

    INTERNATIONAL TRUSTS, TAX AND ESTATE PLANNING & PRIVATE WEALTH & TAX & ESTATE PLANNING & UK/USA TAX & ESTATE PLANNING & UK/USA TAX & ESTATE PLANNING

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  • 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.

    Published 4 June 2025

    INTERNATIONAL TRUSTS, TAX AND ESTATE PLANNING & PRIVATE WEALTH & TAX & ESTATE PLANNING & UK/USA TAX & ESTATE PLANNING & UK/USA TAX & ESTATE PLANNING

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  • 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.

    Published 7 May 2025

    INTERNATIONAL TRUSTS, TAX AND ESTATE PLANNING & PRIVATE WEALTH & TAX & ESTATE PLANNING & UK/USA TAX & ESTATE PLANNING & UK/USA TAX & ESTATE PLANNING

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  • Estate Planning Essentials: Protecting LGBTQ+ Families and Their Assets with Ryan J. Coyle from Bilzin Sumberg

    In this episode, Aidan Grant is joined by Ryan J. Coyle from Bilzin Sumberg to explore the unique challenges faced by LGBTQ individuals, especially Americans living in the UK. They highlight traditional tax laws that often prioritise married couples and explore how they impact those who don't fit this description.

    Published 30 April 2025

    INTERNATIONAL TRUSTS, TAX AND ESTATE PLANNING & PRIVATE WEALTH & TAX & ESTATE PLANNING & UK/USA TAX & ESTATE PLANNING & UK/USA TAX & ESTATE PLANNING

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  • 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.

    Published 28 April 2025

    INTERNATIONAL TRUSTS, TAX AND ESTATE PLANNING & PRIVATE WEALTH & TAX & ESTATE PLANNING & UK/USA TAX & ESTATE PLANNING & UK/USA TAX & ESTATE PLANNING

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  • The Role of the Wealth Manager in Your Financial Journey with Martin Heale & Janette Saxer from Schroders

    In this episode, Aidan Grant is joined by industry experts Martin Heale and Janette Saxer from Schroeders to discuss the key factors in selecting a proactive and approachable wealth manager who can foster long-term relationships and weather the storm of challenging market conditions.

    Published 16 April 2025

    INTERNATIONAL TRUSTS, TAX AND ESTATE PLANNING & PRIVATE WEALTH & TAX & ESTATE PLANNING & UK/USA TAX & ESTATE PLANNING & UK/USA TAX & ESTATE PLANNING

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  • 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.

    Published 17 March 2025

    INTERNATIONAL TRUSTS, TAX AND ESTATE PLANNING & PRIVATE WEALTH & TAX & ESTATE PLANNING & UK/USA TAX & ESTATE PLANNING & UK/USA TAX & ESTATE PLANNING

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  • Video | Non-Dom Tax Amendment Comments (Turkish)

    Collyer Bristow's Tax Partner, Tulin Hamit, reacts to the news of amendments to non-dom tax rules by Rachel Reeves.

    Published 29 January 2025

    UK TRUSTS, TAX AND ESTATE PLANNING

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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)  and break them down into three areas.

    Published 27 September 2022

    UK TRUSTS, TAX AND ESTATE PLANNING & UK/USA TAX & ESTATE PLANNING

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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)  and break them down into three areas.

    Published 26 August 2022

    UK TRUSTS, TAX AND ESTATE PLANNING & UK/USA TAX & ESTATE PLANNING

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  • High income child benefit charge: An update

    High income child benefit charge: An update

    A video update following our Upper Tribunal success in HMRC v Wilkes regarding HICBC disputes.

    Published 1 September 2021

    TAX DISPUTES & INVESTIGATIONS

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    Overview of English Inheritance Tax law – Part 2 (Turkish language)

    Veraset ve intikal vergisi

    Published 6 May 2020

    INTERNATIONAL TRUSTS, TAX AND ESTATE PLANNING & UK TRUSTS, TAX AND ESTATE PLANNING

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  • people on a bench

    Overview of English Inheritance Tax law – Part 1 (Turkish language)

    Update on English Inheritance Tax law from Tulin Kiranoglu-Hamit (Turkish language)

    Published 30 April 2020

    INTERNATIONAL TRUSTS, TAX AND ESTATE PLANNING & UK TRUSTS, TAX AND ESTATE PLANNING

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