Collyer Bristow LLP

US-UK Tax Talk

Business EN ↓ 60 episodes

Welcome to US-UK Tax Talk, brought to you by Collyer Bristow. Hosted by Aidan Grant, a Partner in our Tax & Estate Planning team, this series explores the complex world of cross-border tax and estate planning. Aidan specialises in advising high-net-worth individuals with UK-US interests, including mixed-domicile marriages, UK-resident US citizens, and beneficiaries of US trusts. Named in Citywealth’s Top 100 Future Leaders , he brings expert insight and practical advice to every episode. Join us as we engage with leading professionals across the UK and US, covering everything from wills and t...

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Collyer Bristow LLP

Episodes

Where there’s a Will, there’s a way (Part 2) 07.11.2022 34:49

Senior Associate Aidan Grant and Partner Chris McLemore from McLemore Konschnik LLP return to continue their discussion on UK/US will planning.

Where there’s a Will, there’s a way (Part 1) 10.10.2022 22:01

Senior Associate Aidan Grant is joined by Partner Chris McLemore from McLemore Konschnik LLP to discuss UK/US will planning.

IRAs and how they work (Part 2) 27.09.2022 16:48

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 3 areas.

IRAs and how they work (Part 1) 25.08.2022 27:28

Senior Associate Aidan Grant is joined by Partner John Bull from Blick Rothenberg to discuss Individual Retirement Accounts (IRAs) and break them down into 3 areas.

The 1975 Act: Challenging Circumstances (Part 2) 27.04.2022 24:59

Part 2 of our 2 part podcast. Aidan Grant is joined by Samara Dutton to discuss how and when beneficiaries bring a claim against an estate for insufficient financial provision. 25 minutes

The 1975 Act: Challenging Circumstances (Part 1) 16.12.2021 27:59

Aidan Grant is joined by Samara Dutton to discuss how and when beneficiaries bring a claim against an estate for insufficient financial provision. Running time : 28 minutes

Two Countries Divided by a Lifetime Trust 16.09.2021 42:00

In this latest episode of UK USA, Senior Associate Aidan Grant is joined by Gillian Everall, Managing Director at Everfair Tax. Together they discuss the complex topic of lifetime trusts, looking at why they are favoured by Americans, how they sit aside UK tax rules and how the two countries approach living trusts differently.

Those Two Certain Things- Death and Taxes 19.08.2021 49:52

Senior Associate Aidan Grant is joined by Partner James Cook to discuss the meaty topic of death, including the taxes that arise on death as well as the probate and estate administration processes. James and Aidan will look especially at how the UK and US approach these matters differently and what issues clients with mixed UK/US affairs should be alert to.

The Road to Efficiency 12.07.2021 51:47

In this latest episode of UK USA, Collyer Bristow Senior Associate Aidan Grant is joined by Kristopher Heck and Patrick Mulhern of Tanager Wealth Management. Together they discuss the importance of financial planning and wealth management for US citizens living in the UK.

Crossing the Pond 28.05.2021 48:41

In this first episode of Collyer Bristow's latest podcast series, Senior Associate Aidan Grant is joined by Senior Associate Charlie Fowler. Together they discuss tax and immigration issues relevant to US citizens looking to come to the UK.