With over 150 people registering for our latest webinar, we believe it's safe to say our latest webinar on US/UK Tax Compliance & Planning was a success.
Thank you for joining us!
With over 150 people registering, it’s safe to say our latest webinar was extremely successful. And with such a high number of questions received both prior and during the event, we believe US/UK Tax Compliance & Planning is clearly a subject that many UK expats are concerned about.
Hopefully you managed to gain some valuable insights and for those of you whose questions we didn’t get to, our team will be in touch very soon.
For those of you that could not attend on the day, you can access a recording of the webinar for a limited time by completing the form below.
It’s Tax Season! Have you got your finances in order?
Hosted by US Regional Manager, Nathan Tarr, with James Cassidy as our guest speaker, the webinar focused on providing helpful information that may assist you in meeting your tax filing obligations.
Topics covered included:
Overview of US Tax Rules
US Taxation of Foreign Investments and Businesses
US & UK Real Estate
Reporting of Foreign Pension Plans and Financial Assets
US Gift and Estate Tax Issues
Tax Planning for US Residents
Wealth Preservation Planning – Contributing Assets to a Foreign Pension Plan
Unable to attend our tax webinar on the day? Just fill in your details to watch a recoding of the live webinar
James has an understanding of tax compliance, research & planning strategies for individuals dealing with cross border tax obligations.
As an expat growing up in two cultures, James took a special interest in the challenges faced by individuals & businesses crossing borders. He has spent his entire career dedicated to international tax concerns for expatriates.
Skybound Wealth Management does not provide tax, legal or accounting advice. This webinar has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.
Advisory services in the United States are offered and provided through Beacon Global Advisor Network, LLC, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training and does not imply endorsement by the Securities and Exchange Commission (SEC) or any state. No promises or guarantees are offered that you will attain your financial or investment goals or objectives.
This information expressed on the conference call are the opinions of Skybound Wealth Management and James Cassidy, and are provided to you for informational purposes only.
Tax laws and regulations subject to change. Always consult your own tax professional prior to investing.
Investing involves risk including the loss of principal. No guarantees of investment performance are offered. Your account values will fluctuate and there will be periods involving negative returns. Investing requires a long term time horizon.
The advice provided by Skybound Wealth Management USA, LLC is provided through a registered investment adviser tailored to suit your individual circumstances and risk appetite. Registration as an investment adviser does not imply a certain level of skill or training.
Skybound Wealth Management LLC is part of the Skybound Wealth Management Group, for all Group regulatory details please visit our regulations page.