Tax Compliance & Planning
March 24, 2021

US/UK Tax Compliance & Planning Webinar Recap

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.

Webinar Recap

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

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Guest Speaker

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.

Written By

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.

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