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19 September 2017
Crown Plaza London, The City,

US UK Tax & Estate Planning 2017 Conference

The essential US and UK Tax and Estate Planning conference, helping you and your clients plan effectively, post Trump and Brexit

Featuring academics, lawyers, accountants, immigration specialists, family offices, wealth planners, charities and many more discussing key tax and estate planning issues for your US/UK client

The 2017 Agenda is Bursting with Key Information Including:

Why Attend?

2017 brings record numbers of American's saying goodbye to Uncle Sam and expatriating, leaving Trump and global tax reporting behind. 

Paired with the Supreme Court's recent decision to strike down law that treats children born overseas to unmarried parents differently and there are a multitude of changes and complexities that advisors with US/UK clients need to be aware of. 

With Brexit, Trump and the recent UK election suprise there is a host of uncerctainty which needs clearing and this conference aims to drill down into all of the current issues impacting US/UK clients. 

Who will be attending?
  • Lawyers
  • Tax Advisors
  • Accountants
  • Wealth Managers
  • Private Banks
  • Any advisor with a US/UK HNW Client 
Discussion of 4 Key Themes:
  1. Tax in a Trump, Brexit, Minority Government World
  2. Planning in the new political climate
  3. To leave or to not to leave the US - Immigration Issues
  4. Disclosure Facilities 

Why Attend this Event

Networking opportunities

An engaged and senior audience drawn from the whole intermediary network to HNWs is the perfect opportunity to benefit from meeting your key audience tailored to you. Many exclusive networking opportunities tare available at Cross Border Planning allowing you to connect with stakeholders you want to.

Unrivalled speakers

The speaker faculty is carefully selected for each and every event to bring the best thinkers on a particular topic to the events whatever.

Independent & Impartial

As the only fully independent provider of such events we are uniquely positioned to provide impartial events for the benefit of the whole industry. Our only interest is the success and stellar experience at our events of our attendees.

The only US/UK Tax & Estate Planning Conference You Need to Attend

US/UK Tax & Estate Planning Has Never Been More Fraught With Traps. Attend This Event to Ensure You Don't Fall For Them

Explore our 4 Key Themes

1. Tax in a Trump, Brexit, Minority Government World
  • US Tax Update – Latest Developments
  • Impact of UK Non-Dom Changes on the US Connected Client
2. Planning in a New Political Climate
  • Charitable Giving/Philanthropy
  • Opportunities with Life Insurance – Dual Compliant Solutions
  • US/UK Political Climate
3. Immigration Issues & 4. Disclosure Facitilties
  • To leave to not leave (the US)
  • US & UK Disclosure Facilities – What have we learned and what are the  opportunities available?


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