Investor Mid-Year Outlook: What Founders Need to Know Now
Investor Mid-Year Outlook: What Founders Need to Know Now
Thu, Aug 18, 2022 12:30 PM BST (+01:00)
Free
What do I need to know as a US investor living in the UK?
Date and time
Location
Online event
Dunhill Financial is hosting a panel of speakers to talk about the unique set of tax & investment challenges that US Expats in the UK face.
About this event
About The Event
Any American expat trying to navigate their finances and achieve tax efficiency will soon be confronted with a myriad of complex rules and restrictions, due to the global reach of IRS reporting requirements and local tax rules in your place of residence.
Join us for a fireside chat as our panel of expert speakers consider the key issues around tax, estate planning and investing as an American expat residing in the UK.
During the discussion we will look to answer some frequently asked questions, such as:
- Can I make IRA/SIPP/ISA contributions as a US expat in the UK?
- How are IRAs taxed in the UK?
- Are 529 plans beneficial in the UK?
- What are PFICS?
- What is the foreign earned income exclusion VS Credit System?
- Are there any upcoming tax changes for the UK/USA?
Tax rules are subject to change and taxation will vary depending on individual circumstances.
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Nathan Prior Partner and Head of PWM International
Nathan is a Partner and Head of International at Partners Wealth Management, working not only with UK based families, but also those that are non-domiciled in the UK and those that have personal US tax considerations. Before joining the firm in 2015, Nathan worked at international wealth management businesses Merrill Lynch and Julius Baer and is now recognised as one of the leading independent advisers working with US citizens in the UK.
Brian Dunhill is a Financial Planner with a core emphasis on concentrated positions, and retirement planning for Expatriates.
Past positions have led him to work in many capacities for prestigious firms on Wall Street including UBS, Lehman Brothers, and A.G. Edwards. Working as an analyst, in compliance and as a Financial Advisor has given him the full perspective on the operations of a financial firm.
Helena Turner Director – Tax & Business Development at Trowbridge International
Helena is an experienced US/UK expatriate tax professional with over 20 years experience gained with both large and small accountancy firms including the Big 4. Helena enjoys engaging with and educating people around the US tax system and has also successfully managed varied client portfolios ranging from ultra-high net worth individuals to multi-national company assignment programs.