The UK and US operate on distinct tax years and rates, presenting a number of planning opportunities for US persons living in the UK. 01 Capital Gains Planning The basic principles remain important planning tools, for example, taking advantage of appreciated...
The thought of moving to a new country can be daunting. Taxes and finances are probably at the bottom of most people’s thoughts when they are dealing with a new job, new house and moving away from friends and family. In this edition of the Roadmap, Tahir Mahmood...
At London & Capital we build portfolios that put the client at the centre of every decision. When it comes to an investment portfolio’s performance, we focus on what really matters to clients most: money in their pocket. Where other investment managers may...
The United Kingdom’s non-dom tax regime has a storied history. It dates back to 1799 when income tax was introduced and exempted colonial investments from taxation. King George III was on the throne and William Pitt the Younger was Prime Minister. The globetrotting...
The Chancellor, Jeremy Hunt, announced the 2023 Spring Budget to Parliament on Wednesday. Alongside spending plans to help households with the cost-of-living crisis, there were several changes to pension savings limits. Please read below to learn about some of these...
Trusts can be created, also known as settled, for a variety of reasons and often form part of family estate planning in the US and UK. Despite this, the tax rules, legal considerations, implications of investing, distribution timing and even just the terms used can be...
