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Thursday 23 September 2021
London, UK

Thursday 23 September 2021
London, UK

US/UK Tax Planning 2021, London

The essential US and UK Tax Planning conference, helping you and your clients plan effectively, post Trump and Brexit

Covering the impact of artificial intelligence on the professional advisor, GILTI & Other effects of TCJA, and much more.

Bursting with Key Information Including:

Why Attend?
Why Attend?

The most significant US tax reform in over 30 years were signed into law in December with most of the provisions taking immediate effect from January 1st 2018, making this conference ideally timed for advisors to discuss the likely practical implications of these changes. Clients will be asking how do these changes impact me and this conference will ensure you will be able to advice your clients in detail. 

The impacts are potentially significant in many areas and could impact your client's decisions on how they run their businesses, if they are going to buy/sell a home or make many other life decisions such as moving. 

Join us to discuss these issues and many more currently facing advisers with transatlantic clients.

Want to find out more about the Supreme Court Decision?
What will we cover?
What will we cover?
  • “Foreign” Trusts: A US & UK perspective on offshore considerations 
  • Succession planning tools: do trusts still offer opportunity?
  • The milestones of a marriage 
  • The international sportsperson & entertainer: Tax & Immigration
  • Tax Enforcement – US & UK Update: what is around the corner?
  • Current trends (and outlook) in wealth advisory
  • 20 Family Business: Planning for an exit and the after effects
  • Advising the PE executive: Tax, Wealth Management & Succession
Find out more about our agenda
Who Should Attend?
Who Should Attend?
  • Lawyers
  • Tax Advisors
  • Accountants
  • Wealth Managers
  • Private Banks
  • Any advisor with a US/UK HNW Client 

PS we also have a US version of this event next spring. Contact for more details.

Find out more about who has attended in previous years

Why Attend this Event

Networking opportunities
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 tare available at Cross Border Planning allowing you to connect with stakeholders you want to.

Want to Partner with us?
Unrivalled speakers
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 whatever.

Meet our Speakers
Independent & Impartial
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 at our events of our attendees.

The only US/UK Tax & Estate Planning Conference You Need to Attend

US/UK Tax & Estate Planning Has Never Been More Fraught With Traps. Attend This Event to Ensure You Don't Fall For Them


The freshest commentary, opinions and viewpoints from industry experts under one knowledge hub

RBC Wealth Management

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

Lead Sponsor

Associate Sponsor

2019 Media Partner