2020 Year-End U.S./UK Tax Planning
U.S. citizens living in the UK face many obstacles to successfully growing their wealth. These cross-border financial planning and international tax issues are complex, but do not have to be overwhelming.
2020 has been an unprecedented year with the impact of COVID-19 and possible tax changes coming with a Biden administration. You are exclusively invited to a presentation designed to address unique year-end 2020 U.S./UK financial planning strategies and other common cross-border planning topics.
Effective investing for American expats requires a deep understanding of tax and reporting rules in multiple jurisdictions. Possible changing tax laws in the future may make taking certain actions in the final month of 2020 desirable.
- Possible U.S./UK Tax Law Changes
- Year End Tax Planning:
- U.S./UK Roth Conversion
- UK Pension Contributions/ Pension Allowances
- Making Gifts / Trust Planning
- Charitable Giving (Dual Qualified Charities)
- Pre-payment of UK Tax
- Buying a house when one spouse is a U.S. Citizen and the other is not
- Strategies to Maximize Equity Compensation
- Global Financial Market Update
Please feel free to reach out with any questions about joining the webinar. If you are unable to attend on Wednesday, December 9th, please let us know and we will send a replay of the presentation.
U.S. & UK Individual Tax, Trusts
US Tax & Financial Services
Sarjul Patel has over a decade of experience in US and UK taxation. He started his career in tax at Frank Hirth Plc, when he joined the Graduate Programme. Sarjul spent nine years at Frank Hirth, progressing to tax manager in the final two years.
He has developed a breadth of experience in US tax matters concerning individuals, corporations and trusts. Sarjul also has extensive experience in the UK taxation of individuals, with a focus on navigating them through what can be a complex tax system.
Sarjul’s specialty is in dealing with US and UK taxation of High Net Worth Individuals, particularly those with interests in non-US trust structures. Sarjul holds a BSc in Economics, is a member of the Association of Taxation Technicians (ATT) and is an Enrolled Agent (EA).
Frederic Behrens, JD, CFP®
Director, Wealth Advisor, Round Table Wealth Management
Frederic Behrens is a Director, Wealth Advisor with Round Table Wealth Management. He is responsible for managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for his relationships. He is experienced in working with high-net-worth individuals and international families.
In particular, Frederic has significant experience working with U.S. citizens living abroad, non-resident aliens, and mixed-nationality families. Well-informed on tax and compliance issues, Frederic authored a widely-cited article on FATCA for the Wisconsin Law Review. He brings significant cross-border tax and international estate planning expertise to his client relationships.
Frederic is a graduate of the University of Georgia (B.B.A., International Business) and the University of Wisconsin (J.D.). He holds the CERTIFIED FINANCIAL PLANNER™ designation. Frederic enjoys cross-country skiing and exploring New York City with his rescue dog.