Knowledge

Review your estate plan regularly and update it after major life, health, relocation, or tax law changes to keep it aligned with your wishes.

UK estate planning helps protect assets, reduce IHT, provide for loved ones, and ensure smooth succession across borders and generations.

Spousal stock transfers let US citizens gift appreciated shares to non-US spouses, reducing capital gains tax but with limits.

Options are contracts to buy or sell assets at set prices, used to hedge or speculate, offering flexibility but carrying significant risk.

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. Now is the time to act 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.