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 […]
Ordinarily, the things that need to be done before Tax Year End are largely the same every year, we have highlighted these in section 1. Section 2 details some of the 2021 relevant topics, which need to be considered. Section 1 – Tax Planning 01 Capital Gains Planning The basic […]
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 […]
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 […]
Tax vehicles. They may not be the most exciting topic in the world but when employed correctly they can be an important tool in your wealth planning strategy, equally, if they’re mismanaged, they can result in unnecessary tax consequences. As an American overseas, if the disparity between tax vehicles on […]
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 […]
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 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 […]
“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 […]