Aidan Grant speaks to Christiaan van den Hout from Vie International about the use of life insurance in US/UK planning.Securities and investment advisory services offered through M Holdings Securities, Inc a registered broker/dealer and investm

Take it on trust (Part 2)

Apr 23rd, 2024 17m 24s

Aidan Grant and Jake Kaplan of Alston & Bird return to dig down further into the US and UK taxation of trusts.

Take it on trust (Part 1)

Apr 3rd, 2024 22m 53s

Aidan Grant is joined by Jake Kaplan of Alston & Bird to discuss the US and UK taxation of trusts.

The Average American – what should they know? (Part 2)

Feb 14th, 2024 27m 37s

Aidan Grant returns with Laurence Leigh of Canaccord Genuity to continue their discussion about planning for the everyday UK resident American.Investment involves risk. The value of investments and the income from them can go down as well as up

The Average American – what should they know? (Part 1)

Jan 16th, 2024 21m 33s

Aidan Grant talks to Laurence Leigh of Canaccord Genuity about tax, estate planning and investment management decisions that all UK resident Americans should consider irrespective of their wealth.Investment involves risk. The value of investmen

The Christmas Special!

Dec 11th, 2023 35m 11s

In this festive edition, Senior Associate Aidan Grant discusses what it's like to be an American living in the UK with his own mother Leslie Grant.

State of mind or question of fact? (Part 2)

Nov 28th, 2023 16m 54s

Aidan Grant returns with Holly Payling, Director at Buzzacott to further explore the complex topic of domicile.

State of mind or question of fact? (Part 1)

Nov 15th, 2023 17m 44s

Aidan Grant is joined by Holly Payling, Director at Buzzacott to discuss the thorny issue of domicile.

Planning Across the Pond (Part 2)

Oct 12th, 2023 17m 25s

Aidan Grant returns with Reshma Shah of Duane Morris to to explore the intricacies of estate planning in the US and how this can change where a UK taxpayer becomes a part of the equation.

Planning Across the Pond (Part 1)

Sep 27th, 2023 25m 2s

Aidan Grant is joined by Reshma Shah of Duane Morris to discuss what US-focused estate planning looks like and how this can change where a UK taxpayer is involved.

Jumping across the Atlantic?

Sep 13th, 2023 37m 25s

Aidan Grant is interviewed by Ben Small of Ibanista to discuss pre-arrival tax planning for Americans moving to the UK. This episode was first published as part of Just Jump, a podcast series hosted by Ibanista.

Jumping across the Atlantic?

Sep 13th, 2023 36m 27s

American Philanthropy (Part 2)

Aug 17th, 2023 18m 49s

Aidan Grant returns with Joe Crome from the Charities Aid Foundation to discuss charitable giving and how to ensure it remains tax-efficient for US/UK taxpayers.

American Philanthropy (Part 1)

Jul 11th, 2023 18m 28s

Senior Associate Aidan Grant is joined by Joe Crome from the Charities Aid Foundation to discuss how to ensure charitable giving is effective and tax-efficient when individuals are both US and UK taxpayers.

Getting your ducks in a row (Part 2)

Jun 12th, 2023 21m 11s

Senior Associate Aidan Grant is back with Ollie Cutting of Maseco Wealth Management to continue their discussion on the financial steps that UK-bound Americans should consider before arriving in the UK.

Getting your ducks in a row (Part 1)

May 10th, 2023 17m 34s

Senior Associate Aidan Grant is joined by Ollie Cutting of Maseco Wealth Management to discuss the financial steps that UK-bound Americans should consider before arriving in the UK.

Accidental Americans (Part 2)

Mar 27th, 2023 19m 37s

Senior Associate Aidan Grant is back with Shawntel Randi and Alexandra Crean of Nixon Peabody to continue exploring the issues that arise with accidental Americans.

An Accident of Birth (Part 1)

Mar 2nd, 2023 14m 16s

Senior Associate Aidan Grant is joined by Shawntel Randi and Alexandra Crean of Nixon Peabody to discuss the tax issues arising from being an accidental American.

The popularity of funds (Part 2)

Jan 3rd, 2023 15m 50s

Senior Associate Aidan Grant is joined by Billy Matthews of Brown Advisory to continue their discussion on US/UK investment management and in particular some of the opportunities and pitfalls in investing in funds and other collective investmen

The popularity of funds (Part 1)

Nov 28th, 2022 21m 50s

Senior Associate Aidan Grant is joined by Billy Matthews of Brown Advisory to discuss US/UK investment management and in particular some of the opportunities and pitfalls in investing in funds and other collective investments.

Where there’s a Will, there’s a way (Part 2)

Nov 7th, 2022 34m 49s

Senior Associate Aidan Grant and Partner Chris McLemore from McLemore Konschnik LLP return to continue their discussion on UK/US will planning.

Where there’s a Will, there’s a way (Part 1)

Oct 10th, 2022 22m 1s

Senior Associate Aidan Grant is joined by Partner Chris McLemore from McLemore Konschnik LLP to discuss UK/US will planning.

IRAs and how they work (Part 2)

Sep 27th, 2022 16m 48s

Part 2 of our latest UK/USA podcast. Senior Associate Aidan Grant is joined by Partner John Bull from Blick Rothenberg to discuss Individual Retirement Accounts (IRAs) and break them down into 3 areas.

IRAs and how they work (Part 1)

Aug 25th, 2022 27m 28s

Senior Associate Aidan Grant is joined by Partner John Bull from Blick Rothenberg to discuss Individual Retirement Accounts (IRAs) and break them down into 3 areas.

The 1975 Act: Challenging Circumstances (Part 2)

Apr 27th, 2022 24m 59s

Part 2 of our 2 part podcast. Aidan Grant is joined by Samara Dutton to discuss how and when beneficiaries bring a claim against an estate for insufficient financial provision.25 minutes