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US Connected Persons: Trusts and Investments

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Apologies if you missed the online registration deadline. Please contact Joni Trulock at j.trulock@ustaxfs.com to enquire about your options. Alternatively, check availability on another date. Thank you.

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Date and time

Location

Location

The Royal Yacht

Weighbridge

Saint Helier

JE2 3NF

United Kingdom

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Sales Have Ended

Registrations are closed
Apologies if you missed the online registration deadline. Please contact Joni Trulock at j.trulock@ustaxfs.com to enquire about your options. Alternatively, check availability on another date. Thank you.
Event description

Description

LGT Vestra Jersey, LGT Vestra US and US Tax & Financial Services invite you to join us in Jersey for an exclusive seminar on Trusts and Investments for US-Connected Persons at The Royal Yacht Hotel. A networking reception will follow.

This event will bring together US tax and investment advisors, Dan McAlister (CEO, LGT Vestra Jersey), Paul Nixon (CEO, LGT Vestra US), Andrew Aldridge (Tax Director, USTAXFS), Sarjul Patel (Senior Tax Manager, USTAXFS) and James Debate (Corporate Tax Manager, USTAXFS) to discuss trust compliance requirements and investment strategy for US-connected persons.

Agenda:

  • Introduction

  • Recap of US taxation of non-US trusts

  • PFICs within trusts

  • Transition Tax

  • “Gilti”

  • Investment Options for US persons

Where:
The Royal Yacht Hotel
Weighbridge
St. Helier
Jersey
Channel Islands, JE2 3NF

When: Wednesday, 19 September 2018

  • 15:45 Arrival

  • 16:00 Event begins, followed by canapés

Please register above to confirm your place for this event. Alternatively, you can email Joni Trulock at j.trulock@ustaxfs.com or telephone +44 20 7645 3690 for queries.

Location

The Royal Yacht

Weighbridge

Saint Helier

JE2 3NF

United Kingdom

View Map

Organiser LGT Vestra & USTAXFS

Organiser of US Connected Persons: Trusts and Investments

LGT Vestra logoUSTAXFS logo
LGT Vestra Jersey investment managers have extensive offshore wealth management experience. From Jersey, we offer wealth management services primarily to the international market. We work with international and UK private clients, fiduciaries, pensions, institutions and charities.

LGT Vestra US was set up specifically to help clients with personal and financial connections to the US. We believe that a global perspective is the best way to achieve our clients' goals. An approach we adopt wherever our clients reside. We know that disjointed investment strategies and hard-to-move assets can make life difficult for US connected clients. With our network of partners, we are able to actively manage your investments wherever you reside. 

The US Tax & Financial Services specialist team of cross-border advisors provides tax advice, guidance, planning and compliance services for individuals, partnerships, corporations, trusts and estates for anyone subjected to the US tax system, wherever they may be in the world. Established more than 30 years ago, we have offices in London, Zurich and Geneva with clients in more than 32 countries.

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