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US-UK Tax Talk
Collyer Bristow LLP
52 episodes
1 day ago
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. Patrick first appeared on the show four years ago, and this return conversation explores how US and UK tax systems collide when parents and grandparents try to save and invest for minors. Americans living in the UK face a uniquely compl...
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Investing
Business
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All content for US-UK Tax Talk is the property of Collyer Bristow LLP and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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. Patrick first appeared on the show four years ago, and this return conversation explores how US and UK tax systems collide when parents and grandparents try to save and invest for minors. Americans living in the UK face a uniquely compl...
Show more...
Investing
Business
Episodes (20/52)
US-UK Tax Talk
US-UK Tax Talk: Investing for Children in the US UK Space (with Patrick Mulhern, Tanager Wealth Management)
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. Patrick first appeared on the show four years ago, and this return conversation explores how US and UK tax systems collide when parents and grandparents try to save and invest for minors. Americans living in the UK face a uniquely compl...
Show more...
1 day ago
59 minutes

US-UK Tax Talk
Living in America as a Brit: Opportunities, Pitfalls & Planning First with Richard Taylor
Welcome to US–UK Tax Talk. Host Aidan Grant is joined by Richard Taylor, founder of Plan First Wealth and host of We’re the Brits in America. Richard shares his personal journey from Manchester to Dubai to the US, and his professional insights as a financial advisor working almost exclusively with British expats in America. Together, they explore what moving to the US really looks like, beyond the clichés, and how to avoid costly financial missteps. This episode takes a hard look at the finan...
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1 month ago
48 minutes

US-UK Tax Talk
US Tax Residency Demystified: Citizens, Green Cards & the Substantial Presence Test with Alicea Castellanos
Host Aidan Grant welcomes Alicea Castellanos (Founder/CEO, Global Taxes LLC) to unpack how people become US tax residents - often unintentionally - and what that means for filing, planning, and cross-border life. US tax residency can arise from citizenship, green card status, or the Substantial Presence Test (SPT). Alicia explains how this differs from immigration status, the compliance burden of worldwide income and reporting, the added complexity of state tax rules, how and when residency s...
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2 months ago
52 minutes

US-UK Tax Talk
Understanding the FIG Regime: A New Era for US-UK Taxation with Joshua Moss
In the latest episode of US-UK Tax Talk, Aidan Grant is joined by Joshua Moss from W1M to explore the recently introduced Foreign Income and Gain (FIG) regime and the challenges faced by American expats adjusting to the UK's evolving tax landscape. Hear how FIG offers strategic opportunities for newcomers and returning residents to the UK, providing a four-year tax-free window, and the advantages of pre-arrival planning to ensure tax compliance and effective asset structuring under the FIG r...
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3 months ago
49 minutes

US-UK Tax Talk
Navigating UK Immigration: From Visas to Citizenship with Charles Avens
For 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 expans...
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4 months ago
1 hour 2 minutes

US-UK Tax Talk
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, 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, ...
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5 months ago
55 minutes

US-UK Tax Talk
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. 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...
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6 months ago
52 minutes

US-UK Tax Talk
The Role of the Wealth Manager in Your Financial Journey with Martin Heale & Janette Saxer from Schroders
Choosing 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 advi...
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6 months ago
38 minutes

US-UK Tax Talk
Estate Planning Essentials: Protecting LGBTQ+ Families and Their Assets with Ryan J. Coyle from Bilzin Sumberg
What 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 se...
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6 months ago
45 minutes

US-UK Tax Talk
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. 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...
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6 months ago
49 minutes

US-UK Tax Talk
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. 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 ...
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7 months ago
50 minutes

US-UK Tax Talk
Charity 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.
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10 months ago
25 minutes

US-UK Tax Talk
Charity 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.
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11 months ago
26 minutes

US-UK Tax Talk
Budget 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.
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11 months ago
13 minutes

US-UK Tax Talk
Budget Miniseries: Impacts on Families with US Connections (Part 2)
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 second of a three-part miniseries.
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11 months ago
13 minutes

US-UK Tax Talk
Budget Miniseries: Impacts on Families with US Connections (Part 1)
In this episode, Host and Partner Aidan Grant is joined by Senior Associate Emily Malvaso how the announcements in the Autumn Budget 2024 will impact families with US connections. This is the first of a three-part miniseries.
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11 months ago
10 minutes

US-UK Tax Talk
Autumn Budget 2024 Special: Part 2
Aidan Grant is joined by Partner Jamie Austen in an Autumn Budget 2024 special. In the first episode they discussed their analysis and initial thoughts on the Labour government's Autumn Budget, announced on 30 October 2024. In this second episode of two, they examine changes to Capital Gains Tax, Inheritance Tax, and Agricultural Property Relief, along with their implications.
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11 months ago
23 minutes

US-UK Tax Talk
Autumn Budget 2024 Special: Part 1
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 introduced. In the next episode, they'll examine changes to Capital Gains Tax, Inheritance Tax, and Agricultural P...
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12 months ago
48 minutes

US-UK Tax Talk
UK Probate for Americans (Part 2)
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 probate discussion (01:12) Whether a grant of probate is necessary (04:05) Living trusts (05:45)...
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1 year ago
26 minutes

US-UK Tax Talk
UK Probate for Americans (Part 1)
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) Introduction (01:29) Discussion on inheritance tax (12:26) When inheritance tax is due (14:07) How ...
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1 year ago
25 minutes

US-UK Tax Talk
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. Patrick first appeared on the show four years ago, and this return conversation explores how US and UK tax systems collide when parents and grandparents try to save and invest for minors. Americans living in the UK face a uniquely compl...