LGT Vestra & USTAXFS present Jersey seminars for US connected persons
19 September 2018
US CONNECTED PERSONS: TRUSTS AND INVESTMENTS, JERSEY
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.
Agenda:
- Introduction
- Recap of US taxation of non-US trusts
- PFICs within trusts
- Controlled Foreign Corporations (CFC)
- 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 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.