LGT Wealth Management US
TransAtlantic Tax & Estate Planning
US/UK Tax & Estate Planning in the spotlight
19th September 2023 | The Royal Horseguards Hotel, London
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.
Chaired by Iain Younger Partner, EY Frank Hirth
Iain has successfully established and built the Trust and Estates service within EY's Frank Hirth Private Client offering.
He covers numerous areas of US and UK taxation.
Iain is a trustee of NPT Transatlantic Limited, dealing with effective charitable giving for US and UK connected individuals and families.
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
2023 US/UK speakers include:
Emma Gillies
Partner
Forsters
Forsters
Chris McLemore
Partner
McLemore Konschnik
McLemore Konschnik
Siena Gold
Partner
Harbottle & Lewis
Harbottle & Lewis
Matthew Sperry
Partner
Katten
Katten
Marilyn McKeever
Partner
BDB Pitmans
BDB Pitmans
Brad Westerfield
Partner
Butler Snow
Butler Snow
Jaime McLemore
Partner
Withers Worldwide
Withers Worldwide
John Bull
Partner, Head of US/UK Private Client
Blick Rothenberg
Blick Rothenberg
Swaati Osborne
Head of Wealth Planning
LGT Wealth Management US Ltd
LGT Wealth Management US Ltd
Sam Longworth
Partner
Stewarts
Stewarts
Rafaella Peviani
Associate
Mishcon De Reya
Mishcon De Reya
Stanley Barg
Partner
Kozusko Harris Duncan
Kozusko Harris Duncan
Kristin Schaefer
Head of Relationship Management
London & Capital
London & Capital
David Foster
Director, Private Client Services
EY Frank Hirth
EY Frank Hirth
Sarah Courtney Dockett
Managing Director, Citi Private Bank, Head of Women in Wealth, EMEA
Citi Private Bank
Citi Private Bank
Freddie Bjørn
Partner
Payne Hicks Beach
Payne Hicks Beach
Katrina Williams
Client Services Director
Accuro
Accuro
Joe Crome
Head of CAF American Donor Fund
CAF
CAF
Jane Keir
Partner
Kingsley Napley
Kingsley Napley
Dominic Lawrance
Partner
Charles Russell Speechlys
Charles Russell Speechlys
Jessica Yu
Partner
Stephenson Harwood
Stephenson Harwood
Alexis Hille
Counsel
Farrer & Co
Farrer & Co
Kevin Brown
Partner
Anchin
Anchin
Suzanne Reisman
Principal
Law Offices of Suzanne M. Reisman
Law Offices of Suzanne M. Reisman
Katya Vagner
Senior Associate
Fladgate
Fladgate
Liz Palmer
Partner
Howard Kennedy
Howard Kennedy
Jennifer Emms
Partner
Maurice Turnor Gardner
Maurice Turnor Gardner
In just one day drill down into:
Protection and Planning
Tax and Compliance Updates
Family Governance
Investment and Succession
Philanthropy and Charity
Pensions Strategy
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