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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 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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Tailored video training for Corporate Trustees

Trust, Estate and Family - 05 Feb 2018
Does your team work with clients that are in some way connected to the US? If so, the US federal tax implications will be an important consideration.…
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Tax-efficient charitable giving: 5 common mistakes

Trust, Estate and Family - 03 Jan 2018
I am always delighted to see clients donate to good causes but often feel frustrated when potential tax relief is foregone. I see five common mistakes;…
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The Trust Registration Service

Trust, Estate and Family - 21 Nov 2017
The Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017 came into force earlier this year to enact…
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Inheritance tax: who pays?

Trust, Estate and Family - 20 Nov 2017
Inheritance tax is the money that is paid upon a person’s death if the value of that person’s estate is higher than their Inheritance Tax (IHT)…
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Planning for charitable giving - Donor Advised Funds

Private Clients - 16 Nov 2017
Both the US and UK currently have long established tax reliefs for charitable giving but as you may expect the two systems are very different, and therefore…
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