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Tax opportunities and reliefs for UK and US-connected residents

In this video John Bull and Jennifer McNally discuss a number of key opportunities and reliefs that we should all keep in mind

In this video John Bull and Jennifer McNally discuss a number of key opportunities and reliefs that we should all keep in mind to ensure we are availing of opportunities and taking appropriate steps to plan for the future.

The discussion covers the following topics and also considers not only individual who are UK resident, but also those who have connections to the US:

• Inheritance tax including some of the key exemptions
• The benefits of using ISAs
• Income tax relief for pension contributions
• Tax reducer investments such as EIS and VCT

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John Bull 2024
John Bull
Partner, Head of Private Client
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