Home | Events | USTAXFS joins Waverton Investment Webinar in Oct

USTAXFS joins Waverton Investment Webinar in Oct

6 October 2020

Helena Turner joins the panel at Waverton Investment Management for an online adviser event showcasing insights into advice-related issues. After the session, there will be a Q&A and Waverton will provide attendance certificates for CPD purposes.

DATE: Tuesday 6th October 2020
TIME: 8.55am – 10:15am


  • Denton Pension Management: SSAS Planning Opportunities & Commercial Property
  • US Tax & Financial Services: Accidental Americans – US tax basics you need to know
  • Standard Life Aberdeen: Sharing Adviser’s PROD & CIP Journeys



8:55 – 9:00am Check-in & Welcome/Join via Teams

9:00 – 10:00 am Three Specialist Presentations

10:00 – 10:15am Q&A & Closing Remarks

Alternatively, you can register your interest in attending this event by email Tom Rosier, Sales Support | trosier@waverton.co.uk.

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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