Learn from leading professional service firms from the UK and USA to explain what globally mobile individuals and families should be doing, potential pitfalls and possible solutions.
U.K. to U.S. Financial and Tax Planning Event
7-9th November 2017
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Leon J. Dutkiewicz, Jr.Tax Advisor for UK US Tax Services
Jason WalkerFinanical Advisor at Raymond James
Edward ColeFinancial Advisor at Cross Border Financial Planning
Nick BloggInvesment Manager at LGT Vestra US Limited
Compliant investing between the U.K. and the U.S.
3 Days, 3 Cities, 6 Talks
Individuals 11:30am - 1:30pm
An opportunity to create a better understanding of your financial and tax considerations when moving between the UK and USA. Our guest speakers are there to help guide you, answer your questions and make you feel more confident about your financial situation.
Professional Services 4:00pm - 7:00pm
Are you an attorney, tax advisor, family office with globally mobile clients. Do you work or own a business with employees moving countries? Come join us at happy hour! An opportunity for you to come and learn more about important financial and tax considerations for globally mobile individuals. Presentation will begin at 4:30pm.