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Transatlantic Wealth & Estate Planning: London
November 2024
London, UK
November 2024
London, UK

Transatlantic Wealth & Estate Planning: London

The freshest transatlantic tax and estate planning conference, helping you and your internationally mobile clients plan effectively for recent and upcoming changes

2023's event at a glance:

Why attend?

With developments in strategy transatlantic family issues, tax regimes, charitable giving and estate planning (not to mention potential political changes on the horizon), there has never been a better time to keep yourself up to date.

Hear from a leading international speaker line-up and engage in key discussions to help you advise your clients better.

With a US-UK focus, learn how to navigate the most complex transatlantic arrangements for internationally mobile private clients.

What will we cover?

  • Potential political changes on the horizon
  • The Transatlantic private client and charitable giving – why philanthropy matters
  • Cross-border estate planning & administration
  • Developments in family offices
  • US tax update & IRS investigations
  • Global mobility and pre-arrival planning

...and much more 

Who should attend?

Any advisor with a US/UK HNW client:

  • Lawyers
  • Tax advisors
  • Accountants
  • Wealth managers
  • Private banks

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 during our networking breaks and post-conference drinks reception - 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 and 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.

RBC Wealth Management

A very insightful day covering all the key US/UK Private client planning topics with a great line up of speakers