US expatriate tax year-end conference: 15 November 2018


Nov 15

Our annual one-day conference ahead of the US tax year end to bring advisers up to date with developments and to look at some of the planning opportunities available to optimise clients’ tax position at this crucial time of year.

The 2018 event will be the seventh annual year-end conference and will feature expert speakers drawn from the leading firms of accountants, tax consultants and lawyers.

The programme is as follows:


9.30am Chairman’s introduction James Rose, Coutts
9.35-10.35am Federal and State tax update Alex Jones and Glenn Snow, Frank Hirth
10.35-11.00am Coffee
11.00-11.50am Estate taxes and NRAs Lisa Gray, Westleton Drake
11.50am-12.40pm Impact of 2018 UK budget on the taxation of non-domiciled individuals: Laurence Morgan, Forsters
12.45-2.00pm Lunch
2.00-2.50pm Mixed fund cleansing – planning opportunities: Seb Purbrick, EY
2.50-3.40pm Charitable giving as a year-end planning strategy: Andrea Solana, MASECO Private Wealth
3.40-4.10pm Tea
4.10-5.10pm Panel: Planning for the year end Chaired by James Rose, Coutts
5.10pm Chairman’s summary and close


Pricing for 1-day conference: £400 plus VAT for members of US Professionals Association, £500 plus VAT for non-members

Cost includes full conference documentation and refreshments including lunch.

Save £25 by booking before 27 October