Tax

A guide to IPOs

A guide to IPOs

Initial Public Offerings, or IPOs, became a hot topic in 2020 with the most IPOs in a calendar since 2000. In a world where IPOs seem to be a weekly occurrence and more accessible to the retail investor.   Basics of an Initial Public Offering What is an IPO? An […]

For the 99.5% Act: A summary

For the 99.5% Act: A summary

Following a successful democratic election joint with the monetary stimulus, tax reform has been a hot topic. With the introduction of the ‘For the 99.5% Act’, we have the first glimpse of the potential changes on the horizon. It is key to note this is the first iteration of the […]

US expat guide to the 2021 UK tax year end

US expat guide to the 2021 UK tax year end

As one deadline passes, another approaches at least that is the case for American citizens living in the UK. Just as you exhale after the US deadline, it’s time to begin considering end of tax year planning for your UK tax affairs before 5th April. We’ve put together a non-exhaustive […]

The Capital Gains Tax conundrum: Pay now or pay later?

The Capital Gains Tax conundrum: Pay now or pay later?

“What do you think is going to happen to Capital Gains Tax?” This is currently the first item on the agenda in every client meeting. The second item, “And what should I do?” Something which is top of mind for all clients, becomes even more complicated for US citizens living […]

Owning a property in the UK as a US person

Owning a property in the UK as a US person

Selling a property in the UK In the UK, individuals benefit from Principal Private Residence (PPR) relief. This allows individuals to sell their main home and pay no capital gains tax, assuming a few conditions on occupation are met. Unfortunately, the Americans amongst us have another set of rules to […]

Five important considerations ahead of the US Tax Year End

Five important considerations ahead of the US Tax Year End

For Americans living in the UK, financial planning and wealth management is complex. It affects everything from income and capital gains, to pension saving and gifting, and it must consider different regulations, tax calendars and currencies. Robert Paul, Head of the US Family Office, explains five things that Americans in […]