TransAtlantic Tax & Estate Planning

US/UK Tax & Estate Planning in the spotlight 

19th September 2023 | London

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Bringing together accountants, lawyers, wealth managers, banks & trustees for a fresh, innovative and interactive event designed to deliver practical insight from those in the know. 

What will we cover this year?

Across the Pond Trust Planning - UK vs US
Will planning and Estate Administration
Marriage and Divorce with a US Connected Person
Wealth Protection Strategies & Charitable giving
Tax Compliance and Upcoming Changes
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2023 US/UK speakers include:

Emma Gillies
Emma Gillies Partner
Forsters
Chris McLemore
Chris McLemore Partner
McLemore Konschnik
Siena Gold
Siena Gold Partner
Harbottle & Lewis
Matthew Sperry
Matthew Sperry Partner
Katten
Marilyn McKeever
Marilyn McKeever Partner
BDB Pitmans
Brad Westerfield
Brad Westerfield Partner
Butler Snow
Jaime McLemore
Jaime McLemore Partner
Withers Worldwide
John Bull
John Bull Partner, Head of US/UK Private Client
Blick Rothenberg
Sam Longworth
Sam Longworth Partner
Stewarts
Stanley Barg
Stanley Barg Partner
Kozusko Harris Duncan
All Speakers

In just one day drill down into:

Protection and Planning
Tax and Compliance Updates
Family Governance
Investment and Succession
Philanthropy and Charity 
Pensions Strategy

Partnership

Partnering on an event or indeed the community as a whole will increase your company’s profile and brand awareness.

We can provide bespoke value adding partnerships. We will work in partnership with you to develop a bespoke marketing solution to meet your objectives across varying events and thought leadership content. We will ensure that you gain value through the right medium, focused on your desired audience, with a true partnership that delivers value to your marketing needs. Want to know more?

Please contact James on 07739311749 or email james@thoughtleaders4.com.

Contact Us

Speakers

For Speakers enquiries please contact Fatema on +44 (0) 20 3433 2286 or email fatema@thoughtleaders4.com

Partnerships

For Partnerships enquiries please contact James on +44 (0) 20 3398 8546 or email james@thoughtleaders4.com

Booking & General

For Booking & General enquiries please contact Danushka on +44 (0) 20 3580 5891 or email danushka@thoughtleaders4.com

Venue & Logistics

For Venue & Logistics enquiries please contact Sarah on +44 (0) 20 3398 8560 or email sarah@thoughtleaders4.com