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Member Articles


2020 Tax Planning Resource Center

Our Family Wealth group has authored several resources to help you understand and revisit your estate plan and gifting strategies in light of potential legislative changes and today’s economic environment. Resources I ...

Year End Tax Planning Newsletter

As we approach the end of the year, it is time to consider some tax planning opportunities that may be available to you for 2020. The planning points outlined below are not intended to serve as specific advice; you shoul ...

Settled Status Application? Did You Consider Your Tax Position?

With the approaching end of the Brexit transition period, many people are now applying for settled status in the UK to ensure they have permission to live in the UK and travel freely. Lisa Spearman raises a practical po ...

The Duration of Stay in Spain During the State of Emergency Will Contribute to the Calculation of Tax Residency

The Spanish Tax Agency has published a binding consultation clause V1983-20 which concludes that the period of stay in Spain during the state of emergency will be counted for the purpose of determining the number of days ...

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