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Very good, topics covered were very beneficial

- Jeremy Croysdill, Senior Tax Advisor, Kleinwort Benson

US Expatriate Tax Planning

A thorough examination of the latest developments and trends in US expatriate tax planning including the FATCA regime, the management of Passive Foreign Investment Companies and the tax complications of UK emigration to the US

Introduction

The radical changes introduced in the Foreign Account Tax Compliance Act (FATCA) will have huge repercussions for the treatment and exposure of US expatriates to taxation in the UK and across the globe. Ensure that your clients are fully compliant and that you are aware of all the developments by attending this definitive guide to US tax issues. This conference will offer solutions to the issues surrounding FATCA, equipping you with the skills and knowledge to help minimise your client’s tax burden.

Offering interactive access to an unrivalled line up of US tax and trust experts, the event offers not only a comprehensive overview of all the legislative changes, but also practical help and guidance with compliance issues relating to trusts, investment wrappers, remittance, IRS documentation and much more.

Event details


Date:

Wednesday 16 February 2011

Location:

Crowne Plaza St James
London, SW1E 6AF

5.5 CPD
Hours

Benefits

What makes this event unique?

  • Hear the latest legislative position of the HIRE Act and FATCA and how the withholding regime will work in practice
  • Further understand the definition of Foreign Financial Institutions (FFIs) and Non-Financial Foreign Entities (NFFEs) and the implications for your clients
  • Assess the virtues of Passive Foreign Investment Companies (PFICs) and the tax management of US funds
  • Learn how trusts are classified by the IRS and the varying implications of Grantor and non-Grantor trusts
  • Discover how to avoid double taxation of US and UK income, and practical guidance upon remittance under the £30,000 RBC
  • Clarify IRS returns and US documentation and learn to identify US and UK tax credits
  • Capitalise upon the ‘carve out’ for non-US retirement plans, and learn the relative merits of QROPS and QNUPS

Who Should Attend

This conference is specifically organised for private client advisors, wealth managers, trustees, accountants, tax consultants and lawyers who work with or for US clients.

Supported by:

Supported by:

Taxation