US Tax for UK Trust Settlors: A Guide

US Tax for UK Trust Settlors creating a trust with US implications US Tax for UK Trust Settlors: What Americans Need to Know Creating a trust is one of the most natural steps a family takes — to protect assets, provide for children, and plan for the future. When the person creating that UK trust, […]
Cross-Border Tax for Sports Team Owners

Cross-Border Tax for Sports Team Owners with US and UK connections Cross-Border Tax for Sports Team Owners Owning a sports team is, for many, the realisation of a lifelong ambition — and a substantial business undertaking. When an American owns a UK football club, or holds a sporting franchise while living in Britain, that undertaking […]
US Tax for American Art Collectors in the UK

US Tax for American Art Collectors managing a collection from the UK US Tax for American Art Collectors in the UK For an American who collects art and lives in the United Kingdom, the collection is a passion first and an asset second. The United States, however, sees it the other way around. As a […]
Cross-Border Charitable Giving Tax: US-UK Guide

Cross-Border Charitable Giving Tax planning for a US-UK donor Cross-Border Charitable Giving Tax: A US-UK Guide Generosity ought to be simple, but for a donor connected to both the United States and the United Kingdom it is anything but. A gift that earns a valuable tax deduction in one country can earn nothing in the […]
Tax Advice for Landed Estate Owners: US-UK

Tax Advice for Landed Estate Owners with US and UK connections Tax Advice for Landed Estate Owners With US Ties A landed estate is one of the most complex assets a family can hold. It is rarely a single thing — it is farmland, a principal house, let cottages, woodland, perhaps a shoot and a […]
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 […]