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Latest News - Private Clients

Stay up to date with our latest news and insights. Our specialist teams are here to advise you on key changes and advisory matters.

Mixed Fund Cleansing | Webinar

Private Clients - 10 Dec 2018

For a non-domiciled individual who is taxable on the remittance basis it is always desirable to operate multiple bank accounts which hold different types…

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US and UK Year End Planning 2018

Business Tax - 29 Nov 2018
Whilst tax planning is not only to be considered leading up to year-end, it is often a perfect time to review your tax affairs and ensure they are in order…
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US and UK Year End Planning 2018: Ownership of Assets and Gift and Estate Planning

Private Clients - 29 Nov 2018
Gifts from US citizens/residents to others have annual exempt limits which you may wish to use before the year is over, subject to your overall integrated…
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US and UK Year End Planning 2018: Residency

Private Clients - 29 Nov 2018
If you are contemplating a change in residency this is an optimal time for planning, whether you are moving from one state to another or one country to…
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US AND UK YEAR END PLANNING 2018: Impact of US Tax Reforms

Private Clients - 29 Nov 2018
As you will likely be aware this year has seen the implementation of the Tax Cuts and Jobs Act, which, as well as reducing the top rate of income tax from…
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US AND UK YEAR END PLANNING 2018: Capital Gains and Losses

Private Clients - 29 Nov 2018
If you anticipate your personal tax position changing between 2018 and 2019, this may affect when you may wish to defer or accelerate transactions. …
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US and UK Year End Planning 2018: UK taxes interaction (only relevant if you pay UK income taxes)

Business Tax - 29 Nov 2018
1. On the basis UK tax is often higher than US tax, it might be worth considering taking steps to reduce your UK liability, and thus your worldwide tax…
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Top 5 Series

Business Tax - 25 Nov 2018
Welcome to our Top 5 series - where our Directors cover the key questions surrounding current topics and highlight the main things our clients need to…
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Estate and gift tax exclusion – potential clawback addressed in new proposed regulations

Private Clients - 23 Nov 2018
As part of US tax reform (known as Tax Cuts and Jobs Act - TCJA) the estate and gift tax exemption for US domiciled taxpayers was doubled from a base amount…
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