Charities Aid Foundation
The Transatlantic Tax & Estate Planning Forum - 3rd Annual
The Leading Transatlantic Tax Conference tackling the latest US & UK Tax Trends and Challenges.
17th September 2024 | The Hallam | In-person
This event is specifically scheduled for September 2024, to include coverage of the anticipated changes to the non-Dom regime due to the Labour Government and the upcoming US election.
With a clearer political landscape, speakers will provide you with practical advice and direction (rather than pure speculation) on preparing for impending changes across both UK and US jurisdictions.
First-hand, Balanced Perspectives on Today's 8 Key Topics
Benefit from first-hand experience and insight into the practical implications and future directions of today’s key topics including trusts, estate management, immigration, and philanthropy. Over just one content-filled day, drill down into:
Non-Dom Changes
- What the changes to the rules mean for US / UK persons with different tax profiles
- Do the changes mean the UK is a less desirable jurisdiction in which to be resident
- The impact on inheritance, income and capital gains taxes and future changes
Trusts
- Drafting US trusts with UK resident beneficiaries
- The use of foreign trusts with US beneficiaries
- Planning and preparation for April 2025
Estate and Will Planning
- Cross-border planning updates
- How the rule changes impact US-based clients
- Practicalities for probate and surrounding issues
Philanthopy
- Planning opportunities dual-qualified giving enables
- Planning pre and post changes to the Non-Dom regime
- Technicalities and efficiencies of giving and gifting
Tax Controversies and Investigations
- What the revenues are focusing on
- Tax compliance and tactics for avoiding controversy
- Compliance via amnesty programs
- Updates on the double tax treaty
Pre & Post Election Discussions
- Planning for each possible outcome in the US election
- Life under Labour
- Post-election policies likely to be implemented
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.
Daniel Crouch
Partner
EY
EY
Andrea Solana
Partner, Head of Advanced Planning
MASECO Private Wealth
MASECO Private Wealth
Freddie Bjørn
Partner
Payne Hicks Beach
Payne Hicks Beach
Siena Gold
Partner
Harbottle & Lewis
Harbottle & Lewis
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.
Chris McLemore
Partner
McLemore Konschnik
McLemore Konschnik
Stanley Barg
Partner
Kozusko Harris Duncan
Kozusko Harris Duncan
Joe Crome
Head of Business Development and CAF American Donor Fund
CAF (Charities Aid Foundation)
CAF (Charities Aid Foundation)
Emma Gillies
Partner
Forsters
Forsters
John Bull
Partner, Head of US/UK Private Client
Blick Rothenberg
Blick Rothenberg
Jaime McLemore
Partner
Withers Worldwide
Withers Worldwide
Kevin Brown
Partner
Anchin
Anchin
Matthew Sperry
Partner
Katten
Katten
Matthew Briggs
Wealth Protection Partner
Irwin Mitchell
Irwin Mitchell
Katrina Williams
Client Services Director
Accuro
Accuro
Alexis Hille
Counsel
Farrer & Co
Farrer & Co
Dominic Lawton-Smith
Trust Director
Saffery
Saffery
Suzanne Reisman
Principal
Law Offices of Suzanne M. Reisman
Law Offices of Suzanne M. Reisman
Jessica Smart
Partner
Stephenson Harwood
Stephenson Harwood
Jane Keir
Partner
Kingsley Napley
Kingsley Napley
Brad Westerfield
Partner
Butler Snow
Butler Snow
Elizabeth Kubanik
European Counsel
Sullivan & Cromwell
Sullivan & Cromwell
Swaati Osborne
Head of Wealth Planning
LGT Wealth Management US Ltd
LGT Wealth Management US Ltd
Oliver Jones
Global SaT Markets, Sustainability and Geostrategy Leader
EY
EY
Kristin Schaefer
Head of Relationship Management
London & Capital
London & Capital
Liz Palmer
Partner
Howard Kennedy
Howard Kennedy
Hannah Kalveks
Senior Counsel
Macfarlanes
Macfarlanes
Dawn Register
National Head of Tax Dispute Resolution
BDO
BDO
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.
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 James on +44 (0) 20 3398 8546 or email james@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