US-UK Tax Talk

Aidan Grant is joined by Partner Jamie Austen in an Autumn Budget 2024 special to discuss their analysis and initial thoughts on the Labour government's Autumn Budget, announced on 30 October 2024. In this first episode of two, they provide initial comments on the Chancellor of the Exchequer's delivery of the Budget Statement to the House of Commons and the non-dom tax reforms it introdu...

Aidan Grant and Nathania Hall continue their discussion on what Americans need to know about the UK probate process.  In this second episode, they discuss the practicalities of UK probate in an American context including: why one might need a grant, the complexity of the process, and the circumstances where individuals might not need a grant of probate. (00:00) Introduction (00:35) Grant of probat...

Aidan Grant is joined by Senior Associate Nathania Hall to discuss what Americans with UK assets need to know about the UK probate process. In this first episode of two, they explain how UK inheritance tax applies, and what the tax filing process looks like for an estate. In the next episode, they will consider the complexities of a UK probate application for an international estate. (00:00) Intro...

Aidan Grant and Christiaan van den Hout from Vie International are back to explore the use of life insurance in a diverse investment strategy for US/UK people. (00:00) Introduction (00:37) Discussion on life insurance (04:21) Cash value plans (10:09) Offshore bonds (13:48) Tax efficiency (18:27) Private placements (19:38) Different types of policies, including non-MEC PPLI (21:37) Life insurance t...

In this second episode, Collyer Bristow's Aidan Grant continues his conversation with Richard Taylor from Plan First Wealth on his podcast series 'We're the Brits in America' to discuss US/UK Estate Planning. 

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' series of podcasts to discuss US/UK Estate Planning.

Aidan Grant speaks to Christiaan van den Hout from Vie International about the use of life insurance in US/UK planning. Securities and investment advisory services offered through M Holdings Securities, Inc a registered broker/dealer and investment advisor, member in the US. Vie International is independently owned and operated.  Authorised and regulated by the Financial Conduct Authority. This ma...

Aidan Grant and Jake Kaplan of Alston & Bird return to dig down further into the US and UK taxation of trusts.

Aidan Grant is joined by Jake Kaplan of Alston & Bird to discuss the US and UK taxation of trusts.

Aidan Grant returns with Laurence Leigh of Canaccord Genuity to continue their discussion about planning for the everyday UK resident American. Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. This is not a recommendation to invest or disinvest in any of the companies, funds or sectors men...

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. Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. This is not a recommendation to invest or di...

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

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

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

Aidan Grant returns with Reshma Shah of Duane Morris to 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.

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.

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.

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.

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.

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.

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.

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.

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.

Senior Associate Aidan Grant is joined by Billy Matthews of Brown Advisory to continue their discussion on US/UK investment management and in particular some of the opportunities and pitfalls in investing in funds and other collective investments.

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.