In this second episode, Collyer Bristow's Aidan Grant continues his conversation with Richard Taylor from Plan First Wealth on his podcast series 'We're the Brits in America' to discuss US/UK Estate Planning. 

In this episode Collyer Bristow's Aidan Grant was invited by Richard Taylor from Plan First Wealth to appear on its 'We're the Brits in America' series of podcasts to discuss US/UK Estate Planning.

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 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. 

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

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

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 and you may not get back the amount originally invested. This is not a recommendation to invest or disinvest in any of the companies, funds or sectors mentioned. Names of companies, funds and sectors are included for illustrative purposes only. The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. CGWM and/or its affiliates may also be holding securities of the issuers it writes on.

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 investments and the income from them can go down as well as up and you may not get back the amount originally invested. This is not a recommendation to invest or disinvest in any of the companies, funds or sectors mentioned. Names of companies, funds and sectors are included for illustrative purposes only. The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. CGWM and/or its affiliates may also be holding securities of the issuers it writes on.

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.

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

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