TransAtlantic Tax & Estate Planning

US/UK Tax & Estate Planning in the spotlight 

19th September 2023 | The Royal Horseguards Hotel, 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

2023 US/UK speakers include:

Emma Gillies
Emma Gillies Partner
Chris McLemore
Chris McLemore Partner
McLemore Konschnik
Siena Gold
Siena Gold Partner
Harbottle & Lewis
Matthew Sperry
Matthew Sperry Partner
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
Swaati Osborne
Swaati Osborne Head of Wealth Planning
LGT Wealth Management US Ltd
Sam Longworth
Sam Longworth Partner
Rafaella Peviani
Rafaella Peviani Associate
Mishcon De Reya
Stanley Barg
Stanley Barg Partner
Kozusko Harris Duncan
Kristin Schaefer
Kristin Schaefer Head of Relationship Management
London & Capital
David Foster
David Foster Director, Private Client Services
EY Frank Hirth
Sarah Courtney Dockett
Sarah Courtney Dockett Managing Director, Citi Private Bank, Head of Women in Wealth, EMEA
Citi Private Bank
Freddie Bjørn
Freddie Bjørn Partner
Payne Hicks Beach
Katrina Williams
Katrina Williams Client Services Director
Joe Crome
Joe Crome Head of CAF American Donor Fund
Jane Keir
Jane Keir Partner
Kingsley Napley
Dominic Lawrance
Dominic Lawrance Partner
Charles Russell Speechlys
Jessica Yu
Jessica Yu Partner
Stephenson Harwood
Alexis Hille
Alexis Hille Counsel
Farrer & Co
Kevin Brown
Kevin Brown Partner
Suzanne Reisman
Suzanne Reisman Principal
Law Offices of Suzanne M. Reisman
Katya Vagner
Katya Vagner Senior Associate
Liz Palmer
Liz Palmer Partner
Howard Kennedy
Jennifer Emms
Jennifer Emms Partner
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


For Speakers enquiries please contact Fatema on +44 (0) 20 3433 2286 or email


For Partnerships enquiries please contact James on +44 (0) 20 3398 8546 or email

Booking & General

For Booking & General enquiries please contact Danushka on +44 (0) 20 3580 5891 or email

Venue & Logistics

For Venue & Logistics enquiries please contact Sarah on +44 (0) 20 3398 8560 or email