TL4 x London & Capital: US-UK Divorce – Navigating the Tax, Legal and Financial Planning complexities

In-Person | Thursday 22nd June 2023

8:30am at London & Capital Offices

Breakfast Briefing followed by refreshments

Free to Attend - Book your place now

View Speakers View Agenda

Your Panel

Kristin Schaefer
Head of Relationship Management
London & Capital

Kristin joined London & Capital as Head of Relationship Management; responsible for building and maintaining strong relationships with clients and intermediaries, as well as enhancing the firm's capabilities and thought leadership. She derives her passion and purpose from bringing people together to foster meaningful connections.

 

Over the last 24 years, Kristin has built an impressive background in wealth management, commercial banking, global treasury management and international banking, working with some of the most successful executives, business owners and influential families across Silicon Valley, the Rocky Mountain Region and across the US.

 

Prior to joining London & Capital, Kristin led the Private Bank for JP Morgan in Utah and Idaho and was actively involved in the business community, with seats on the World Trade Center Board and Women's Leadership Institute


Kristin Schaefer
Kristin Schaefer Head of Relationship Management
London & Capital
Jenny Judd
Executive Director
London & Capital

Jenny has over 20 years’ experience in wealth management, starting her career in 1999 advising expatriates on offshore investment funds before moving into corporate account management. Jenny is passionate about building relationships and working with individuals and their families, which prompted a move into the private client space where she has dedicated her time to working with high net worth individuals, building her expertise and areas of specialism.

During this time Jenny has successfully gained Chartered status and became a Fellow of the Personal Finance Society, she is also a member of Resolution. Jenny specialises in helping clients going through significant life changing events with particular focus on supporting high net worth and ultra-high net worth individuals with US connections.

Jenny enjoys running, regularly entering 10km races and lives in the countryside with her two sons.


Jenny Judd
Jenny Judd Executive Director
London & Capital
Elizabeth Carson
Partner
Penningtons Manches Cooper

Elizabeth is a partner in the Penningtons Manches Cooper family law team in London. Dual-qualified in England and Wales and in New York, she frequently acts in cases with a US or other international dimension. She often advises clients on complex financial disputes where there are assets in multiple jurisdictions, including offshore trusts. Elizabeth also represents parents in disputes concerning children and has a particular interest in cases involving the international relocation of children and surrogacy.


Elizabeth Carson
Elizabeth Carson Partner
Penningtons Manches Cooper
Ed Rieu
Partner
Blick Rothenberg

I focus my efforts on working with clients to understand their objectives and find the simplest and most practical way to achieve them.

I enjoy finding solutions that best fit a client’s needs. I am able to draw on over 35 years’ experience in US tax working with UK and European multinational companies, middle market and start up enterprises to expand operations in the US, and those in the US to expand and grow in the UK and Europe.

I have advised start ups on how best to structure from seed round finance to series A rounds through to trade sale or public listing.

I also advise companies and entrepreneurs on acquiring new businesses, engaging in joint ventures either through a partnership or company as well as achieving tax efficiency in managing intellectual property, financing operations and accessing tax treaties.


Ed Rieu
Ed Rieu Partner
Blick Rothenberg
Tahir Mahmood
Director
London & Capital

Tahir provides tax reporting and information to American clients on the most tax efficient way to structure and optimise their investment portfolios from a US perspective, and that of their country of origin.

He joined London & Capital in 2014, concentrating on dealing with Americans living in the UK and is qualified as both a US and UK tax advisor. Prior to joining London & Capital, Tahir had a successful career at several highly renowned US tax specialist firms, advising international mobile employees on the tax implications of their moves as well as undertaking US and UK tax compliance work for HNW individuals.


Tahir Mahmood
Tahir Mahmood Director
London & Capital

Event Partners

Lead Partner

Contact Us

For enquiries please contact Maddi Briggs on or email maddi@thoughtleaders4.com