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24 results for UK/USA Tax & estate planning close Clear filters

  • UK USA: Crossing the Pond flyer
    US/UK Tax & Estate Planning

    The Average American – what should they know? (Part 2)

    Aidan Grant returns with Laurence Leigh of Canaccord Genuity to continue their discussion about planning for the everyday UK resident American.

    Published 19 February 2024

    UK/USA TAX & ESTATE PLANNING

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  • UK USA: Crossing the Pond flyer
    US/UK Tax & Estate Planning

    The Average American – what should they know? (Part 1)

    Aidan Grant talks to Laurence Leigh of Canaccord Genuity about tax, estate planning and investment management decisions that all UK resident Americans should consider irrespective of their wealth.

    Published 17 January 2024

    UK/USA TAX & ESTATE PLANNING

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  • UK USA Christmas podcast visual
    US/UK Tax & Estate Planning

    The Christmas Special!

    In this festive edition, Aidan Grant discusses what it's like to be an American living in the UK with his own mother Leslie Grant.

    Published 12 December 2023

    UK/USA TAX & ESTATE PLANNING

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  • UK USA: Crossing the Pond flyer
    US/UK Tax & Estate Planning

    State of mind or question of fact? (Part 2)

    Aidan Grant returns with Holly Payling, Director at Buzzacott to further explore the complex topic of domicile.

    Published 29 November 2023

    UK/USA TAX & ESTATE PLANNING

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  • UK USA: Crossing the Pond flyer
    US/UK Tax & Estate Planning

    State of mind or question of fact? (Part 1)

    Aidan Grant is joined by Holly Payling, Director at Buzzacott to discuss the thorny issue of domicile.

    Published 20 November 2023

    UK/USA TAX & ESTATE PLANNING

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  • UK USA: Crossing the Pond flyer
    US/UK Tax & Estate Planning

    Planning Across the Pond (Part 2)

    Aidan Grant returns with Reshma Shah of Duane Morris to explore the intricacies of estate planning in the US and how this can change where a UK taxpayer becomes a part of the equation.

    Published 12 October 2023

    UK/USA TAX & ESTATE PLANNING

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  • UK USA: Crossing the Pond flyer
    US/UK Tax & Estate Planning

    Planning Across the Pond (Part 1)

    Aidan Grant is joined by Reshma Shah of Duane Morris to discuss what US-focused estate planning looks like and how this can change where a UK taxpayer is involved.

    Published 27 September 2023

    UK/USA TAX & ESTATE PLANNING

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  • UK USA: Crossing the Pond flyer
    US/UK Tax & Estate Planning

    Jumping across the Atlantic?

    Aidan Grant is interviewed by Ben Small of Ibanista to discuss pre-arrival tax planning for Americans moving to the UK. This episode was first published as part of Just Jump, a podcast series hosted by Ibanista.

    Published 18 September 2023

    UK/USA TAX & ESTATE PLANNING

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  • UK USA: Crossing the Pond flyer
    US/UK Tax & Estate Planning

    American Philanthropy (Part 2)

    Aidan Grant returns with Joe Crome from the Charities Aid Foundation to discuss charitable giving and how to ensure it remains tax-efficient for US/UK taxpayers.

    Published 17 August 2023

    UK/USA TAX & ESTATE PLANNING

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  • UK USA: Crossing the Pond flyer
    US/UK Tax & Estate Planning

    American Philanthropy (Part 1)

    Senior Associate Aidan Grant is joined by Joe Crome from the Charities Aid Foundation to discuss how to ensure charitable giving is effective and tax-efficient when individuals are both US and UK taxpayers.

    Published 13 July 2023

    UK/USA TAX & ESTATE PLANNING

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  • UK USA: Crossing the Pond flyer
    US/UK Tax & Estate Planning

    Getting your ducks in a row (Part 2)

    Senior Associate Aidan Grant is back with Ollie Cutting of Maseco Wealth Management to continue their discussion on the financial steps that UK-bound Americans should consider before arriving in the UK.

    Published 13 June 2023

    UK/USA TAX & ESTATE PLANNING

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  • UK USA: Crossing the Pond flyer
    US/UK Tax & Estate Planning

    Getting your ducks in a row (Part 1)

    Senior Associate Aidan Grant is joined by Ollie Cutting of Maseco Wealth Management to discuss the financial steps that UK-bound Americans should consider before arriving in the UK.

    Published 11 May 2023

    UK/USA TAX & ESTATE PLANNING

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  • UK USA: Crossing the Pond flyer
    US/UK Tax & Estate Planning

    An Accident of Birth (Part 2)

    Senior Associate Aidan Grant is back with Shawntel Randi and Alexandra Crean of Nixon Peabody to continue exploring the issues that arise with accidental Americans.

    Published 28 March 2023

    UK/USA TAX & ESTATE PLANNING

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  • UK USA: Crossing the Pond flyer
    US/UK Tax & Estate Planning

    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.

    Published 3 March 2023

    UK/USA TAX & ESTATE PLANNING

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  • UK USA: Crossing the Pond flyer
    US/UK Tax & Estate Planning

    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.

    Published 4 January 2023

    UK/USA TAX & ESTATE PLANNING

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  • UK USA: Crossing the Pond flyer
    US/UK Tax & Estate Planning

    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.

    Published 28 November 2022

    UK/USA TAX & ESTATE PLANNING

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  • UK USA: Crossing the Pond flyer
    US/UK Tax & Estate Planning

    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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  • UK USA: Crossing the Pond flyer
    US/UK Tax & Estate Planning

    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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  • UK USA: Crossing the Pond flyer
    US/UK Tax & Estate Planning

    The 1975 Act: Challenging Circumstances (Part 2)

    The 1975 act

    Published 27 April 2022

    UK/USA TAX & ESTATE PLANNING

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  • UK USA: Crossing the Pond flyer
    US/UK Tax & Estate Planning

    The 1975 Act: Challenging Circumstances (Part 1)

    Part 1

    Published 5 January 2022

    UK/USA TAX & ESTATE PLANNING

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  • UK USA: Crossing the Pond flyer
    US/UK Tax & Estate Planning

    Two Countries Divided by a Lifetime Trust

    Senior Associate Aidan Grant is joined by Gillian Everall, Managing Director at Everfair Tax

    Published 17 September 2021

    UK/USA TAX & ESTATE PLANNING

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  • UK USA: Crossing the Pond flyer
    US/UK Tax & Estate Planning

    Those Two Certain Things – Death and Taxes

    Aidan Grant is joined by James Cook to discuss the weighty topics of death, probate and estate administration, looking at how the UK and USA approach these matters differently. 

    Published 19 August 2021

    UK/USA TAX & ESTATE PLANNING

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  • UK USA: Crossing the Pond flyer
    US/UK Tax & Estate Planning

    UK USA: The Road to Efficiency

    Aidan Grant is joined by Kristopher Heck and Patrick Mulhern of Tanager Wealth Management to discuss the importance of financial planning and wealth management for US citizens living in the UK

    Published 12 July 2021

    UK/USA TAX & ESTATE PLANNING

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  • UK USA: Crossing the Pond flyer
    US/UK Tax & Estate Planning

    UK USA: Crossing the Pond

    Aidan Grant is joined by Charlie Fowler to discuss tax and immigration issues relevant to US citizens looking to come to the UK

    Published 3 June 2021

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

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