UK USA

Aidan Grant talks to Laurence Leigh of Canaccord Genuity about tax, estate planning and investment management decisions that all UK resident Americans should consider irrespective of their wealth.
Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. This is not a recommendation to invest or disinvest in any of the companies, funds or sectors mentioned. Names of companies, funds and sectors are included for illustrative purposes only. The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. CGWM and/or its affiliates may also be holding securities of the issuers it writes on.

Aidan Grant is interviewed by Ben Small of Ibanista to discuss pre-arrival tax planning for Americans moving to the UK. This episode was first published as part of Just Jump, a podcast series hosted by Ibanista.

Aidan Grant returns with Joe Crome from the Charities Aid Foundation to discuss charitable giving and how to ensure it remains tax-efficient for US/UK taxpayers.

Senior Associate Aidan Grant is joined by Joe Crome from the Charities Aid Foundation to discuss how to ensure charitable giving is effective and tax-efficient when individuals are both US and UK taxpayers.

Senior Associate Aidan Grant is back with Ollie Cutting of Maseco Wealth Management to continue their discussion on the financial steps that UK-bound Americans should consider before arriving in the UK.