US citizens living in the UK face many obstacles to successfully growing their wealth. These cross-border financial planning and international tax issues are complex but do not have to be overwhelming.

USTAXFS and Roundtable Wealth Management are presenting a webinar on 10 September 2020, designed to address the unique financial planning and tax issues currently facing American citizens living in the UK. Effective investing for American expats requires a deep understanding of tax and reporting rules in multiple jurisdictions.

We will address common issues encountered by American citizens living in the UK and provide an overview of US/UK strategies.

*Bonus Topic* Impact of US Election/UK Budget on Financial Planning

Topics for discussion:
• Building a strategic and tax-efficient US/UK investment portfolio
• Tax strategies for US/non-US couples
• Currency management techniques
• US/UK taxation of mortgages
• Retirement outside the United States
• Properly using UK pension accounts
• Relinquishing US citizenship or Green Card
• Tax compliance issues related to UK domicile & residence
• Cross-border insurance strategies
• Estate and Gift Tax (IHT) issues/ using trusts

Date & Time: 10 September 2020, 3:30pm BST

If you or a colleague are interested in attending this webinar, email Joni Trulock or phone on +44 20 7645 3690. Alternatively, you can register here.