Home | Events | LGT Vestra & USTAXFS present Jersey seminars for US connected persons

LGT Vestra & USTAXFS present Jersey seminars for US connected persons

19 September 2018


LGT Vestra Jersey, LGT Vestra US and US Tax & Financial Services invite you to join us in Jersey for the third of our seminars this year 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 (Tax Manager, USTAXFS) to discuss trust compliance requirements, corporate updates and investment strategy for US connected persons.


  • Introduction
  • Recap of US taxation of non-US trusts
  • PFICs within trusts
  • Controlled Foreign Corporations (CFC)
  • Transition Tax
  • “Gilti”
  • Investment Options for US persons

The Royal Yacht Hotel
St. Helier
Channel Islands, JE2 3NF

When: Wednesday, 19 September 2018

  • 15:45 Arrival
  • 16:00 Event begins, followed by canapés

Please register 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.

Did you Know?

  • Fact Seven

    Thanks to FATCA banks must disclose their American account holders to the IRS or local tax authority.
  • Fact Six

    The IRS is actively looking for non compliant US persons.
  • Fact Five

    It takes an average of 16 hours to do IRS Form 1040.
  • Fact Four

    There are over 500 IRS tax forms.
  • Fact Three

    Since 1916, illegal income has been taxable.
  • Fact Two

    US persons must file tax
    returns no matter where they live and work.
  • Text One

    7 million Americans abroad
    only 500,000 compliant

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