Send us a text

Aidan Grant is again joined by guest Kristen Konschnik, Partner at London based US Law firm McLemore Konschnik. In this second episode of two, they dive deeper into tax considerations and practical solutions for charities and donors operating across borders. 

Send us a text

Aidan Grant is joined by guest Kristin Konschnik, Partner at London based US Law firm McLemore Konschnik. In this first episode of two, they explore the intricate regulatory landscapes for charities in the US and UK. 

Stay tuned for Part 2, where we dive deeper into tax considerations and practical solutions for charities and donors operating across borders. 

Send us a text

In this episode, Host and Partner Aidan Grant is joined by Senior Associate Emily Malvaso to discuss how the announcements in the Autumn Budget 2024 will impact families with US connections. This is the third of a three-part miniseries. 

Send us a text

In this episode, Host and Partner Aidan Grant is joined by Senior Associate Emily Malvaso to discuss how the announcements in the Autumn Budget 2024 will impact families with US connections. This is the second of a three-part miniseries. 

Send us a text

In this episode, Host and Partner Aidan Grant is joined by Senior Associate Emily Malvaso how the announcements in the Autumn Budget 2024 will impact families with US connections. This is the first of a three-part miniseries. 

Send us a text

Aidan Grant is joined by Partner Jamie Austen in an Autumn Budget 2024 special. In the first episode they discussed their analysis and initial thoughts on the Labour government's Autumn Budget, announced on 30 October 2024.

In this second episode of two, they examine changes to Capital Gains Tax, Inheritance Tax, and Agricultural Property Relief, along with their implications.

Send us a text

Aidan Grant is joined by Partner Jamie Austen in an Autumn Budget 2024 special to discuss their analysis and initial thoughts on the Labour government's Autumn Budget, announced on 30 October 2024.

In this first episode of two, they provide initial comments on the Chancellor of the Exchequer's delivery of the Budget Statement to the House of Commons and the non-dom tax reforms it introduced. In the next episode, they'll examine changes to Capital Gains Tax, Inheritance Tax, and Agricultural Property Relief, along with their implications.

Send us a text

Aidan Grant and Nathania Hall continue their discussion on what Americans need to know about the UK probate process. 

In this second episode, they discuss the practicalities of UK probate in an American context including: why one might need a grant, the complexity of the process, and the circumstances where individuals might not need a grant of probate.

(00:00) Introduction
(00:35) Grant of probate discussion
(01:12) Whether a grant of probate is necessary
(04:05) Living trusts
(05:45) UK intestacy rules
(08:44) Cohabiting, unmarried partners
(13:09) Testamentary documents and foreign wills

Run time: 27 minutes

Send us a text

Aidan Grant is joined by Senior Associate Nathania Hall to discuss what Americans with UK assets need to know about the UK probate process. In this first episode of two, they explain how UK inheritance tax applies, and what the tax filing process looks like for an estate. In the next episode, they will consider the complexities of a UK probate application for an international estate.

(00:00) Introduction
(01:29) Discussion on inheritance tax
(12:26) When inheritance tax is due
(14:07) How to file the inheritance tax return to HMRC
(15:38) How to complete the IHT 400
(16:44) Criteria for individuals filing the IHT 400
(20:23) Spousal exemptions
(21:54) Paying inheritance tax on a property

Run time: 25 minutes

Send us a text

Aidan Grant and Christiaan van den Hout from Vie International are back to explore the use of life insurance in a diverse investment strategy for US/UK people.

(00:00) Introduction
(00:37) Discussion on life insurance
(04:21) Cash value plans
(10:09) Offshore bonds
(13:48) Tax efficiency
(18:27) Private placements
(19:38) Different types of policies, including non-MEC PPLI
(21:37) Life insurance trust and ILIT
(24:21) Upfront vs annual life insurance payments
(26:36) Funding policies and trusts
(28:53) US estate tax allowance vs UK inheritance tax nil rate band


Run time: 30 minutes

Securities and investment advisory services offered through M Holdings Securities, Inc a registered broker/dealer and investment advisor, member in the US. Vie International is independently owned and operated.  Authorised and regulated by the Financial Conduct Authority. This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor, or plan provider.
 
Code: 6678599.3