The Transatlantic Tax & Estate Planning Forum - 4th Annual
The Leading Transatlantic Tax Conference tackling the latest US & UK Tax Trends and Challenges.
16th September 2025 | Central London | In-person
This event is specifically scheduled for September 2025, providing expert analysis on the impact of the abolition of the non-dom regime and budgetary tax changes almost 12 months on, as well as insights into the political and financial landscape under the Trump administration.
With a clearer political and regulatory framework, speakers will offer practical guidance and strategic direction on the constantly evolving tax and estate planning issues across both jurisdictions.
First-hand, Balanced Perspectives on 2025’s Key Topics:
Gain valuable insights from leading practitioners on the latest developments and practical implications across key areas including trusts, estate management, investment management, philanthropy, and more. Over the course of a content-packed day, you will explore:
Non-Dom Updates
- Updates since the abolition of the regime
- Key legislative and regulatory changes
- Where are we 12 months on from the budget?
Trusts
- The process of moving structures to the US – what is involved and what must be considered
- Is it worth moving foreign trusts to the US
- What alternative structuring options are available
- Taxation of trusts and CGT implications
Estate and Will Planning
- Changes to estate tax
- Planning strategies for high-net-worth individuals under current law
- IHT considerations
Philanthopy
- How philanthropy and charitable gifting have been impacted since last year’s US and UK elections
- What gifting strategies are most effective post non-dom changes
- How non-profits have been impacted by executive orders and resulting ramifications
Tax Treaties
- How treaties can be used effectively in planning
- Treaty elections and practical applications for individuals and businesses
- Ways in which treaties can protect transatlantic clients
Immigration Considerations
- Pre-immigration planning for US residents coming to the UK
- Managing US tax compliance while residing in the UK
- Impact of visa types on tax residency
With An Agenda Curated By Your Expert Advisory Board
With the agenda curated by experienced industry leaders, you can be assured that each topic has been considered to reflect the very latest developments impacting the sector. As a result, delegates will acquire the most up-to-date knowledge and insights into the essential areas in just one day out of the office.
Featuring Expert Speakers Across Both UK & US Jurisdictions
Gain valuable insights on Transatlantic tax planning with each topic addressed by leading voices from across the tax planning landscape, including solicitors, accountants, immigration experts, wealth managers, bankers and trustees in order to provide you with both a practical and balanced viewpoint.
Joe Crome
Head of Business Development and CAF American Donor Fund
CAF (Charities Aid Foundation)
CAF (Charities Aid Foundation)
Suzanne Reisman
Principal
Law Offices of Suzanne M. Reisman
Law Offices of Suzanne M. Reisman
Tom Buchan
Senior International Tax Manager
SRLV
SRLV
Liz Palmer
Partner
Howard Kennedy
Howard Kennedy
Justin Zaremby
Partner
Patterson Belknap Webb & Tyler
Patterson Belknap Webb & Tyler
Chris McLemore
Partner
McLemore Konschnik
McLemore Konschnik
Thomas M. Giordano-Lascari
Partner
Greenberg Glusker
Greenberg Glusker
Holly Caulder
Partner
Buzzacott
Buzzacott
Brad Westerfield
Partner
Butler Snow
Butler Snow
Diana Okoeva
Principal
Clintons
Clintons
Joshua Tennant
Partner
Ostberg Sinclair
Ostberg Sinclair
John Bull
Partner, Head of US/UK Private Client
Blick Rothenberg
Blick Rothenberg
James Frampton
Partner
Michelmores
Michelmores
Patrick Harney
Partner
Mishcon de Reya
Mishcon de Reya
Michael Lewis
Partner
EY
EY
Maximise Your Investment
This is a premium event without the premium price, ensuring an affordable opportunity where you and many of your peers will have the opportunity to network, as well as gaining valuable insights on today’s key topics.
Event Partners
Event Partner
Contact Us
Speakers
For Speakers enquiries please contact Seth on +44 (0) 20 3433 2282 or email seth@thoughtleaders4.com
Partnerships
For Partnerships enquiries please contact Dan on +44 (0)20 3059 9524 or email dan@thoughtleaders4.com
Booking & General
For Booking & General enquiries please contact Amy on +44 (0) 20 3059 9796 or email info@thoughtleaders4.com
Venue & Logistics
For Venue & Logistics enquiries please contact Chloe on +44 (0) 20 30384513 or email chloe.lomas@thoughtleaders4.com