S1 E5: Philanthropy

Welcome to A United Approach, the podcast dedicated to US expatriates, proudly presented by London & Capital. In each episode, Robert Paul, Partner in the US Family Office, sits down with experts from various sectors within professional services to delve into topics that significantly affect the lives of US citizens living in the UK. Hosted on Acast. See acast.com/privacy for more information.

In this episode of A United Approach, Robert Paul sits down with both employee and client of London & Capital to understand the series of challenges and opportunities that Tom Sheridan has experience as US expat living in the UK. Hosted on Acast. See acast.com/privacy for more information.

This week Robert Paul, Partner in London & Capital’s US Family Office sits down with Chris McLemore from Butler Snow, Camilla Wallace from Wedlake Bell and Chris Horton from Deloitte, to talk Myth busters. Estate Planning, assumptions around domicile, residency and more are discussed by our specialists.London and Capital Asset Management Ltd is authorised and regulated by the Financial conduct authority. The content of this recording is intended for information purposes only and is not personalised investment advice. All investments are subject to risk. Consult your personal investment advisor before making a decision. Hosted on Acast. See acast.com/privacy for more information.

This week Robert Paul, Partner in London & Capital’s US Family Office sits down with Iain Younger from Frank Hirth, Michael Giraud from Accuro Fiduciary, and Patrick Harney from Mishcon Private, to discuss the benefits and potential complications trusts can have for US-connected families.London and Capital Asset Management Ltd is authorised and regulated by the Financial conduct authority. The content of this recording is intended for information purposes only and is not personalised investment advice. All investments are subject to risk. Consult your personal investment advisor before making a decision. Hosted on Acast. See acast.com/privacy for more information.

This week Robert Paul, Partner in London & Capital’s US Family Office sits down with Ed Rieu from Sopher + Co and Mary-Ann Wright from Manders Law, to weigh up the benefits of a prenup or postnup, talk through different routes of separation and what to consider if you are in the process of divorcing.London and Capital Asset Management Ltd is authorised and regulated by the Financial conduct authority. The content of this recording is intended for information purposes only and is not personalised investment advice. All investments are subject to risk. Consult your personal investment advisor before making a decision. Hosted on Acast. See acast.com/privacy for more information.

This week Robert Paul, Partner in London & Capital’s US Family Office sits down with Christi Jackson from Laura Devine Immigration and Daniel Hyde from Blick Rothenberg, to discuss moving to the US, navigating the US immigration process and key things to consider before making the move. London and Capital Asset Management Ltd is authorised and regulated by the Financial conduct authority. The content of this recording is intended for information purposes only and is not personalised investment advice. All investments are subject to risk. Consult your personal investment advisor before making a decision. Hosted on Acast. See acast.com/privacy for more information.

Philanthropy is an important part of many Americans’ lives. But it’s not always easy for US expats. Find out about the tax implications and why donor-advised funds may be a solution. In episode 5 of A United Approach, Robert Paul is joined by John Canady from NPT UK and Iain Younger from Frank Hirth. Together they discuss:   - How the attitude towards Philanthropy has changed  - In what form can families give?  - As a US person living in the UK, is there anything that needs to be thought about to ensure that the maximum benefit is achieved for all involved? Hosted on Acast. See acast.com/privacy for more information.

Building an investment portfolio in the UK is not always straightforward for Americans. In this episode, we discuss the ins and outs of investing for US expats. In episode 4 of A United Approach, Robert Paul is joined by Pau Morilla-Giner, Partner and Chief Investment Officer at London & Capital and Tahir Mahmood our Tax specialist. Together they discuss:  The background on the landscape for investing as a US/UK person Currency, tax years and reporting – how does this affect how money needs to be managed? Wider economies and how this affects your investments. Hosted on Acast. See acast.com/privacy for more information.

Buying a house may seem a routine exercise, but for Americans in the UK, there are several matters to consider. Find out more about the tax implications in each country. In episode 3 of A United Approach, Robert Paul is joined by Richard Rogerson, of RFR, and Carlo Gray, at Buzzacott.  Together they discuss:  Where the demand is coming from in the London property market at the moment What a US family buying a London Property needs to consider before pulling the trigger US and UK tax implications for selling or renting your property Hosted on Acast. See acast.com/privacy for more information.

Americans in the UK need an estate plan that works on both sides of the Atlantic. Find out why the process is more complex for US citizens who live in the UK. In episode 2 of A United Approach, Robert Paul is joined by Chris McLemore, from law firm Butler Snow, and Rachel Davison, at Taylor Wessing.  Together they discuss:  -          Estate planning differences between the US and UK -          What’s key within the first seven years of moving to the UK -          What changes after fifteen years?   Hosted on Acast. See acast.com/privacy for more information.