Choppy Waters: Navigating Offshore Concerns for US People

Panel Members: Iain Younger (KPMG), Jamie McLemore (Withers), Nita Upadhye (NNU Immigration) and Victoria Yates (Collas Crill)

We’re looking forward to welcoming Iain Younger (KPMG), Jaime McLemore (Withers), Nita Upadhye (NNU Immigration) and Victoria Yates (Collas Crill) on Tuesday 13th January for a thought-provoking panel discussion on Choppy Waters: Navigating Offshore Concerns for US People.

Summary

Join us for an interactive discussion covering a wide range of US connected topics, including:

• How to plan for the increase in US connections to Jersey structures, and related drafting considerations;
• IRS disclosure requirements and who must file;
• How a US Person Expatriating from the US can affect foreign structures they are connected to;
• Entry to the US? What are the options to access the US and current practical immigration considerations?

Who should attend?

This session will be particularly valuable for anyone in the trust and private client industry, including:
• Trust officers
• Private client and fiduciary advisors
• Compliance and risk professionals
• Litigators involved in data or information-governance matters

Event details

📅 Tuesday 13 January
🕧 12.30pm–1.30pm (arrival from 12.15pm for registration)
📍 Pomme d’Or Hotel

CPD

CPD certificates are available on request by emailing step@stepjersey.org, although these are not required for STEP members.

Many thanks to our STEP Jersey annual sponsors, Investec and Grant Thornton Channel Islands, for their continued support.