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Latest News - Trust, Estate and Family

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

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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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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US TAX YEAR END PLANNING OPPORTUNITIES - FOREIGN TRUSTS

Trust, Estate and Family - 21 Nov 2018
In this presentation, our Trust and Estate team covers the main planning opportunities to be considered by the trustees of Foreign Trusts that are connected…
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IRS loses important test on FBAR Penalty

Private Clients - 09 Aug 2018
Since 2004, the IRS has had the statutory authority in cases where a U.S. person willfully fails to disclose balances held in foreign bank or financial…
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Will indexation relief be introduced for calculating US capital gains?

Private Clients - 01 Aug 2018
Where, as in the U.S., the measure of capital gain is the excess of proceeds over original cost, a taxpayer can legitimately argue that he is being taxed…
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Cross-border complexities

Trust, Estate and Family - 26 Jul 2018
David Foster, Private Client Tax Associate Director at Frank Hirth and Graeme Fraser, Partner at OGR Stock Denton LLP highlight the impact of future rule…
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US Tax Considerations for Non-US persons

Trust, Estate and Family - 10 May 2018
Given the global nature of the US tax system, and the attraction of the US for worldwide investors, we have been exploring new markets and jurisdictions…
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US Tax Reform: Spotlight on divorce and separation

Private Clients - 13 Feb 2018
In a major policy shift, the US federal tax rules affecting spousal maintenance payments agreed in a financial settlement on divorce or formal separation…
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US Tax Reform: Estate and Gift Tax update

Trust, Estate and Family - 06 Feb 2018
Following President Trump’s signing of the Federal tax bill on 22 December 2017, the effective lifetime Estate and Gift Tax exemption for US citizens…
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