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  • Seminar: Financial Planning for US citizens in UK

Seminar: Financial Planning for US citizens in UK

  • 24 Sep 2013
  • 6:30 PM
  • London&Capital, 7 Triton Square Regent’s Place London NW1 3HG 7 Triton Square Regent’s Place London NW1 3H

Seminar by London&Capital and PwC


BACK by popular demand - for those who missed it last year


Join alumni of Princeton, Cornell and Brown to learn more about planning your financial affairs as an American living and working in the UK.

Key themes & highlights
• US/UK tax reporting: 8938, FBAR
• How to be both UK tax efficient and US tax compliant
• How US persons can invest through UK tax efficient wrappers such as ISAs and others
• Investing in UK Residential Property
• UK/US pension planning
• How to avoid toxic investments

Program
18.30 Drinks reception
19.00 Presentation and Q&A
20.00 Post-seminar networking

RSVP: bduvoisin@gmail.com

Please note that this event is for DUES-PAYING members only. Please pay your dues before the event so as not to lose your place. Please find detail for payments by PayPal or Cheque at our website at http://princeton.org.uk/ membership/index.php.

The Speakers:

Tony McLoughlin Director
London & Capital US Family Office
Tony has been working in partnership with international private clients and their advisers for over 28 years, particularly in North America and the Caribbean. One of his key achievements for London & Capital is to have successfully built dedicated areas of investment excellence within the investment team. Tony was also instrumental in the development of the Group’s US operations. Tony is London & Capital’s technical in-house investment expert on portfolio construction specifically relating to UK resident non-domiciled families and in particular to US citizens living in Europe.

Julian Nelberg Director
PwC
Julian Nelberg is a director at PwC with 15 years of experience advising high net worth individuals on a wide variety of UK and US personal taxation matters and specialising in cross border issues and planning.
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