Shows
US-UK Tax TalkNavigating UK Immigration: From Visas to Citizenship with Charles AvensFor this month’s episode, Aidan Grant is joined by Charles Avens, Head of Immigration at Collyer Bristow, for a deep dive into the vast landscape of visa options available to Americans eyeing a move across the pond, and the risks and rewards they face when navigating UK immigration law.Discover the post-Brexit nuances of British citizenship and how citizenship opens a pathway to flexible travel to and from the UK. From citizenship by descent to the implications of future Commonwealth expansions, we explore the opportunities and challenges that lie ahead. Hear about how to navigate the vi...2025-07-061h 02US-UK Tax TalkRevocable Living Trusts: Future-Proofing Your Estate Across Borders with Gillian EverallOn 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 the recent changes in UK tax law, the uncertainty surrounding the treatment of living trusts, and the importance of forming a filing position. Explore how revocable living trusts serve as indispensable estate planning tools in the US, helping to bypass probate costs and ensure swift asset distribution, especially in states like California. Cross-border estate planning can be a m...2025-06-0455 minUS-UK Tax TalkWinning the Property Game: US and UK Tax Tactics with Bari ZahnIn 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 expertise in tax and estate planning, introduces the different ways property can be structured - direct ownership, LLCs, and various trust arrangements - highlighting the benefits, potential pitfalls, and tax implications of each. She reveals why many Americans turn to strategies like LLCs and revocable living trusts, which mimic direct ownership while offering probate and tax advantages...2025-05-1052 minUS-UK Tax TalkThe Role of the Wealth Manager in Your Financial Journey with Martin Heale & Janette Saxer from SchrodersChoosing 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 Wealth Management 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.This episode explores the nuances of obtaining accreditation and maintaining seamless advisory relationships across the UK and US. Learn about the importance of transparency and effective communication with advisors to ensure efficient tax planning...2025-04-3038 minUS-UK Tax TalkEstate Planning Essentials: Protecting LGBTQ+ Families and Their Assets with Ryan J. Coyle from Bilzin SumbergWhat 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 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.With the 2018 US tax reforms setting the stage, we explore the critical concept of "sunset estate planning," urging US tax residents to act b...2025-04-2345 minUS-UK Tax TalkDecoding the FBAR and a lot more: Key Requirements for US Citizens Abroad with Daniel JaffeIn 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 returns while living in the UK and why overlooking this duty can lead to significant consequences. From income thresholds and foreign bank account reporting to the special case of "accidental Americans," this episode provides clarity on this complex topic, and clears up common misconceptions and streamline the path to compliance.Daniel shares i...2025-04-1749 minUS-UK Tax TalkUK 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.We're the Brits in America Episode Description: There are tax changes coming in the UK - new rules replacing the domicile system with a tax residency-based system. This could affect your inheritance tax exposure, among others if you’ve been out of the UK for over 10 years.To find out wh...2025-03-1750 minUS-UK Tax TalkCharity Rules Uncovered: US vs. UK (Part 2)Aidan Grant is again joined by guest Kristen Konschnik, Partner at London based US Law firm McLemore Konschnik. In this second episode of two, they dive deeper into tax considerations and practical solutions for charities and donors operating across borders. 2024-12-1625 minUS-UK Tax TalkCharity 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, where we dive deeper into tax considerations and practical solutions for charities and donors operating across borders. 2024-12-0926 minUS-UK Tax TalkBudget 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. 2024-12-0213 min