US-UK Tax Talk
Welcome to US-UK Tax Talk, brought to you by Collyer Bristow. Hosted by Aidan Grant, a Partner in our Tax & Estate Planning team, this series explores the complex world of cross-border tax and estate planning.
Aidan specialises in advising high-net-worth individuals with UK-US interests, including mixed-domicile marriages, UK-resident US citizens, and beneficiaries of US trusts. Named in Citywealth’s Top 100 Future Leaders, he brings expert insight and practical advice to every episode.
Join us as we engage with leading professionals across the UK and US, covering everything from wills and trusts to charity tax, and moving to the UK. Expect straight-talking discussions on English tax law - always with a US perspective.
Subscribe now and stay informed on the latest in UK-US tax and estate planning. For expert advice tailored to your needs, visit collyerbristow.com.
Disclaimer: This content is provided for general information only and does not constitute legal or other professional advice. Appropriate legal or other professional opinion should be taken before taking or omitting to take any action in respect of any specific problem. Collyer Bristow LLP accepts no liability for any loss or damage which may arise from reliance on information contained in this material.
US-UK Tax Talk
Ensure that you insure (Part 2)
Aidan Grant and Christiaan van den Hout from Vie International are back to explore the use of life insurance in a diverse investment strategy for US/UK people.
(00:00) Introduction
(00:37) Discussion on life insurance
(04:21) Cash value plans
(10:09) Offshore bonds
(13:48) Tax efficiency
(18:27) Private placements
(19:38) Different types of policies, including non-MEC PPLI
(21:37) Life insurance trust and ILIT
(24:21) Upfront vs annual life insurance payments
(26:36) Funding policies and trusts
(28:53) US estate tax allowance vs UK inheritance tax nil rate band
Run time: 30 minutes
Securities and investment advisory services offered through M Holdings Securities, Inc a registered broker/dealer and investment advisor, member in the US. Vie International is independently owned and operated. Authorised and regulated by the Financial Conduct Authority. This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor, or plan provider.
Code: 6678599.3
