Crowne Plaza Kings Cross,
London, UK
Transatlantic Wealth & Estate Planning: London
Assess the implications of transatlantic tax policy changes and how they're reshaping the wealth planning landscape.
Join us to hear leading practitioners discuss the UK's LTR regime, wealth migration trends, cross-border trust structures and strategies, and how emerging technologies are reshaping wealth planning.
The 2026 event at a glance:
Why attend?
Stay ahead in US-UK tax and estate planning with expert insights on today's most pressing transatlantic wealth challenges, including:
- UK long-term resident regime
- Cross-border taxation & treaties
- Trust structures & global mobility
- International philanthropy
- Family office governance
- Immigration pathways for HNWIs
- Digital assets & AI in wealth management
What will we cover this year?
Building on 2025's focus on transatlantic tax policy, family stewardship, and dispute resolution, this year's programme tackles the evolving challenges of cross-border wealth management.
Explore the UK's long-term resident regime in its second year, dual taxation strategies and trust structures across jurisdictions. Discover how international philanthropy, global mobility, and emerging technologies - from digital assets to AI - are reshaping wealth planning.
Who should attend?
Any advisor with a US/UK HNW client:
- Lawyers
- Accountants
- Wealth managers
- Private banks
- Trustees
- Family offices
Covering all 'must-know' and emerging topics:
Mastering cross-border taxation: Navigating US-UK complexities
Global mobility trends: Capital, assets, and tax implications
Legacy planning for global families: Generational and regional insights
The role of protectors: Legal rulings and responsibilities in trusts
The rise of international giving: Tax and policy impacts on philanthropy
Structuring family offices for global relocation and continuity
Immigration pathways for high-net-worth individuals: Opportunities and challenges
The future of wealth management: Adapting to change in a globalised world
What to expect at the conference:
Networking opportunities
Join a senior audience from across the intermediary network to discuss the hottest topics in transatlantic private client work.
Meet new and existing contacts - the perfect opportunity to make lasting connections!
Unrivalled speakers
Our speaker line-up is made up of leading industry experts from both the UK and the US who are often at the forefront of thought leadership in their fields.
Hear varying perspectives from across the intermediary sphere as they engage in detailed panel discussions on the hottest topics.
Interested in getting involved?
Position yourself among the leaders in US/UK tax and wealth planning – call Marcus today to discuss partnership options that can help you demonstrate your knowledge and expertise, generate leads and put your brand in the spotlight.
Contact Marcus Beeby on +44 208 052 0605 or e-mail Marcus.Beeby@informa.com.
