Knowledge

If your goal is to create wealth for future generations, a GRAT might be a good option for you. Learn more about what a GRAT is here.

The January deadline for UK self-assessment is around the corner. Act now to optimize your filing returns for 2024–2025.

Navigating life as a US taxpayer abroad can be challenging, but what happens when that experience becomes reversed? Read more here.

PFICs are non-US investments subject to punitive US tax rates and complex reporting designed to prevent tax deferral for US-investors.

Renting a car and unsure if you need to get the add-on insurance coverage? Be sure to read this first to ensure you are appropriately protected.

UK November Budget—Changes to eligibility rules for voluntary Overseas State Pension Contributions. Act by April 2026, before it is too late.

The Fed adjusts the FFR to guide interest rates, shaping borrowing costs, spending, investment, and inflation across the U.S. economy.

As the new year approaches, reflect on finances and take actions—retirement, tax efficiency, and estate planning—to level up in 2026.