Tag: Wealth Planning

Single Mum in a home environment home schools / helps her children with homework. Eldest girl is distracted applying mascara, young boy doodles, and toddler scribbles on a page. Recognisable scene for parents in lockdown attempting to juggle a work / life balance during the Coronavirus pandemic.

Estate Planning for the Next Generation

There has been a lot of talk about the gift and estate tax exemption, currently $11.7m, being cut by half. Although nothing is guaranteed, we expect this to come into force as of 1st January 2022. If the allowance is not utilised before the end of the year, it will […]

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 […]

Managing your wealth after a bereavement

Managing your wealth after a bereavement

Losing a loved one is distressing for anyone, but for many Americans living in the UK, it can create additional challenges. Ordinarily you have to liaise with medical staff, banks, and lawyers but it doesn’t end there if an American is involved. We have highlighted some of the issues when […]

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 […]

Robert Paul on Frank Hirth’s latest webinar ‘How to solve a problem like… Foreign Investment’.

Robert Paul on Frank Hirth’s latest webinar ‘How to solve a problem like… Foreign Investment’.

Frank Hirth’s webinar, hosted by Iain Younger, Director, and Kavit Nathwani, Senior Tax Manager Robert Paul, Head of the US Family Office at London & Capital, joined Jaime McLemore, Partner at Withersworldwide for a webinar hosted by Iain Younger and Kavit Nathwani from Frank Hirth. Together, they discussed the issues […]

Tahir Mahmood interviews Dominic Volek from Henley & Partners for Investment Migration 101

Tahir Mahmood interviews Dominic Volek from Henley & Partners for Investment Migration 101

Tahir Mahmood talks to Dominic Volek, Group Head of Private Clients at Henley & Partners about the emergence of Investment Migration through ‘residence-by-investment’ (RBI) and ‘citizenship-by-investment’ (CBI) programmes, and how, if you’re looking to make a move, they could play into your decision making. The rise in Investment Migration. In […]

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 […]