Offshore Disclosure for Family Wealth: A Guide
Offshore Disclosure for Family Wealth ahead of a generational handover Offshore Disclosure for Family Wealth: Cleaning Up Before the Handover Every family with international wealth eventually reaches a moment of transition — the matriarch or patriarch steps back, and the next generation begins to take responsibility for the family’s affairs. That moment is also the […]
Expat Tax for Foundation Principals: A Guide
Expat Tax for Foundation Principals managing a US private foundation from the UK Expat Tax for Foundation Principals: A Cross-Border Guide An American who finds and leads a private foundation carries two distinct tax responsibilities at once. There is the foundation itself — a regulated US charitable entity with its own strict rules and filings […]
Grantor Retained Annuity Trust Tax: US-UK
Grantor Retained Annuity Trust Tax planning for a US family with UK connections Grantor Retained Annuity Trust Tax: A Cross-Border Guide A grantor retained annuity trust, or GRAT, is one of the most refined tools in US estate planning. It allows a person to transfer future growth on an asset to the next generation with […]
US Tax for UK Trust Beneficiaries: A Guide
US Tax for UK Trust Beneficiaries guidance for an American receiving trust distributions US Tax for UK Trust Beneficiaries: What Americans Need to Know Being named as a beneficiary of a UK family trust feels like good news, and usually it is. But if the beneficiary is a US person — a citizen or green […]
Vintage Car Cross-Border Tax: Collector’s Guide
Vintage Car Cross-Border Tax: A Guide for International Collectors A vintage car collection that spans the United States and the United Kingdom is a wonderful thing to own and a surprisingly intricate thing to manage. Cars are moved across the Atlantic for shows, restoration, and racing; they are bought at auctions in either country; and […]
US Tax Advice for London Lawyers: A Guide
US Tax Advice for London Lawyers covering profit shares and cross-border filing US Tax Advice for London Lawyers: A Cross-Border Guide An American lawyer practising in London — whether at a magic-circle firm, a US firm’s London office, or in-house — earns a substantial income that two tax authorities both want to tax. As a […]