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USTAXFS and RoundTable Wealth Present on Cross Border Tax

December 9, 2020 - December 9, 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.

2020 has been an unprecedented year with the impact of COVID-19 and possible tax changes coming with a Biden administration. You are invited to a presentation designed to address unique year-end 2020 US/UK financial planning strategies and other common cross-border planning topics.cross border

Effective investing for American expats requires a deep understanding of tax and reporting rules in multiple jurisdictions. Possible changing tax laws in the future may make taking certain actions in the final month of 2020 desirable.

WHEN: 9 December 2020, 15:30
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TOPICS

  • Possible U.S./UK Tax Law Changes
  • Year-End Tax Planning:
    • U.S./UK Roth Conversion
    • UK Pension Contributions/ Pension Allowances
    •  Making Gifts / Trust Planning
    • Charitable Giving (Dual Qualified Charities)
    • Pre-payment of UK Tax
  • Buying a house when one spouse is a U.S. Citizens and the other is not
  • Strategies to Maximize Equity Compensation
  • Global Financial Market Update

SPEAKER PROFILES

Sarjul Patel, Associate Director, USTAXFS
Sarjul Patel has over a decade of experience in US and UK taxation. He started his career in tax at Frank Hirth Plc, when he joined the Graduate Programme. Sarjul spent nine years at Frank Hirth, progressing to tax manager in the final two years.

He has developed a breadth of experience in US tax matters concerning individuals, corporations and trusts. Sarjul also has extensive experience in the UK taxation of individuals, with a focus on navigating them through what can be a complex tax system.

Sarjul’s specialty is in dealing with US and UK taxation of High Net Worth Individuals, particularly those with interests in non-US trust structures. Sarjul holds a BSc in Economics, is a member of the Association of Taxation Technicians (ATT) and is an Enrolled Agent (EA).

Frederic Behrens, JD, CFP®, Director, Wealth Advisor, Round Table Wealth Management
Frederic Behrens is a Director, Wealth Advisor with Round Table Wealth Management. He is responsible for managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for his relationships. He is experienced in working with high-net-worth individuals and international families.

In particular, Frederic has significant experience working with U.S. citizens living abroad, non-resident aliens, and mixed-nationality families. Well-informed on tax and compliance issues, Frederic authored a widely-cited article on FATCA for the Wisconsin Law Review. He brings significant cross-border tax and international estate planning expertise to his client relationships.

Frederic is a graduate of the University of Georgia (B.B.A., International Business) and the University of Wisconsin (J.D.). He holds the CERTIFIED FINANCIAL PLANNER™ designation. Frederic enjoys cross-country skiing and exploring New York City with his rescue dog.

If you have any questions, email Joni or phone on +44 20 7357 8220.

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

Here to Help

Here to Help

Contact one of our specialists

London
US Tax & Financial Services Ltd
3 Harbour Exchange Square
London E14 9GE
United Kingdom

T: +44 20 7357 8220

F: +44 20 7357 8225

Email Us

Zurich
US Tax & Financial Services Sarl
Brandschenkestrasse 20
CH-8001 Zurich
Switzerland

T: +41 44 387 8070

F: +41 44 387 8079

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Geneva
US Tax & Financial Services Sarl
Blvd. Helvetique 36
CH 1207
Geneva
Switzerland

T: +41 22 700 2500

F: +41 22 700 2526

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Middle East, Asia and the Americas
US Tax & Financial Services GmbH
Löwenstrasse 28
PO Box 1367
CH-8021 Zurich
Switzerland

T: +41 44 387 8070

F: +41 44 387 8079

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Nordics
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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Glossary

Glossary

 View our glossary

Tax terms can be complicated, contradictory and confusing. Use our glossary to help you understand requirements from the IRS and HMRC.

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Celebrating 30 Years

Celebrating 30 Years

 Celebrating 30 Years

We're proud to celebrate over 30 years working with international expat communities around the world. Through all the changes we've seen as our world evolves, our core value to serve our clients wherever they are, remains the same. Meet the team.

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