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Top 10 Financial Planning & Tax Issues for US Expats in UK

10 September 2020

US citizens living in the UK face many obstacles to successfully growing their wealth. These cross-border financial planning and international tax issues are complex but do not have to be overwhelming.financial planning

USTAXFS and Roundtable Wealth Management are presenting a webinar on 10 September 2020, designed to address the unique financial planning and tax issues currently facing American citizens living in the UK. Effective investing for American expats requires a deep understanding of tax and reporting rules in multiple jurisdictions.

We will address common issues encountered by American citizens living in the UK and provide an overview of US/UK strategies.

*Bonus Topic* Impact of US Election/UK Budget on Financial Planning

Topics for discussion:
• Building a strategic and tax-efficient US/UK investment portfolio
• Tax strategies for US/non-US couples
• Currency management techniques
• US/UK taxation of mortgages
• Retirement outside the United States
• Properly using UK pension accounts
• Relinquishing US citizenship or Green Card
• Tax compliance issues related to UK domicile & residence
• Cross-border insurance strategies
• Estate and Gift Tax (IHT) issues/ using trusts

Date & Time: 10 September 2020, 3:30pm BST

If you or a colleague are interested in attending this webinar, email Joni Trulock or phone on +44 20 7645 3690. Alternatively, you can register here.

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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London E14 9GE
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T: +44 20 7357 8220

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Switzerland

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Geneva
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US Tax & Financial Services GmbH
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PO Box 1367
CH-8021 Zurich
Switzerland

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F: +41 44 387 8079

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US Tax & Financial Services Ltd / MAJATTORNEY
Norra Skeppsbron 5B
SE 803 10, GAVLE
Sweden

T: +46 26 18 82 22

M: +46 70 61 88 016

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