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Transatlantic Wealth & Estate Planning, London
Wednesday 30th November 2022
Millennium Hotel London KnightsbridgeLondon, UK

Wednesday 30th November 2022
Millennium Hotel London Knightsbridge,
London, UK

Transatlantic Wealth & Estate Planning, London

Transatlantic Wealth & Estate Planning Has Never Been More Fraught With Traps. Attend This Event to Ensure You Don't Fall For Them

Join for a cutting edge programme, featuring US and UK tax experts, specialist immigration advisors and wealth managers, designed to provide full coverage of the transatlantic tax ecosystem

Packed with Key Information Including:

Why Attend?

The US, UK and Europe have gone through some of the biggest tax changes of a generation which have impacted individuals and families, caught between several tax systems. Advisors need to be up to date and understand where the new solutions lie and what structures need checking. 

This conference will focus on transatlantic wealth and estate planning for UK and US citizens or those who have financial interests in assets on either side of the Atlantic. 

What Will We Cover?

  • Leaving the UK? Where to go? Tax, visas and citizenship
  • Pre-arrival planning for the US
  • Obtaining visas and citizenship in EU jurisdictions
  • US tax overview
    • Income tax
    • Transfer taxes
    • Situs tax on alien non-residents – Planning Option
  • U.S expatriation: a general process overview
  • Trust structures: what’s new?
  • Tax investigation roundup 

... and much more 

Who Should Attend?

  • Lawyers
  • Tax Advisors
  • Accountants
  • Wealth Managers
  • Private Banks
  • Any Advisor With A US/UK HNW Client 


Networking opportunities

An engaged and senior audience drawn from the whole intermediary network to HNWs is the perfect opportunity to benefit from meeting your key audience tailored to you. Many exclusive networking opportunities are available at Transatlantic Wealth & Estate Planning London allowing you to connect with stakeholders you want to.

Unrivalled speakers

The speaker faculty is carefully selected for each and every event to bring the best thinkers on a particular topic to the events. This event boasts leading industry experts from both the UK and the US, who are best equipped to deliver cutting edge insight and practical advice.

Independent & Impartial

As the only fully independent provider of such events we are uniquely positioned to provide impartial events for the benefit of the whole industry. Our only interest is the success and stellar experience for our attendees.

RBC Wealth Management

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

Wednesday 30th November 2022
Millennium Hotel London Knightsbridge,
London, UK


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