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

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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 


- 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 


- 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 

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.

With An Agenda Curated By Your Expert Advisory Board

Daniel Crouch
Daniel Crouch Partner
Andrea Solana
Andrea Solana Partner, Head of Advanced Planning
MASECO Private Wealth
Freddie Bjørn
Freddie Bjørn Partner
Payne Hicks Beach
Siena Gold
Siena Gold Partner
Harbottle & Lewis

Featuring Expert Speakers Across Both UK & US Jurisdictions:

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.

Chris McLemore
Chris McLemore Partner
McLemore Konschnik
Stanley Barg
Stanley Barg Partner
Kozusko Harris Duncan
Joe Crome
Joe Crome Head of Business Development and CAF American Donor Fund
CAF (Charities Aid Foundation)
Emma Gillies
Emma Gillies Partner
John Bull
John Bull Partner, Head of US/UK Private Client
Blick Rothenberg
Jaime McLemore
Jaime McLemore Partner
Withers Worldwide
Kevin Brown
Kevin Brown Partner
Matthew Sperry
Matthew Sperry Partner
Matthew Briggs
Matthew Briggs Wealth Protection Partner
Irwin Mitchell
Katrina Williams
Katrina Williams Client Services Director
Alexis Hille
Alexis Hille Counsel
Farrer & Co
Dominic Lawton-Smith
Dominic Lawton-Smith Trust Director
Suzanne Reisman
Suzanne Reisman Principal
Law Offices of Suzanne M. Reisman
Sam Longworth
Sam Longworth Partner
Jessica Yu
Jessica Yu Partner
Stephenson Harwood
Jane Keir
Jane Keir Partner
Kingsley Napley
Brad Westerfield
Brad Westerfield Partner
Butler Snow
Elizabeth Kubanik
Elizabeth Kubanik European Counsel
Sullivan & Cromwell
Swaati Osborne
Swaati Osborne Head of Wealth Planning
LGT Wealth Management US Ltd
Oliver Jones
Oliver Jones Global SaT Markets, Sustainability and Geostrategy Leader
Kristin Schaefer
Kristin Schaefer Head of Relationship Management
London & Capital
Liz Palmer
Liz Palmer Partner
Howard Kennedy
Richard Giangrande
Richard Giangrande Partner

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

Contact Us


For Speakers enquiries please contact Seth on +44 (0) 20 3433 2282 or email


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

Booking & General

For Booking & General enquiries please contact Thought Leaders 4 on +44 (0) 20 3059 9796 or email

Venue & Logistics

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