American expats in the UK face many obstacles to successfully growing their wealth. These cross-border financial planning issues are complex, but do not have to be overwhelming.
You are exclusively invited to a presentation designed to address the unique investment management and financial planning issues currently facing American citizens living in the UK. Effective investing for American expats requires a deep understanding of tax and reporting rules in multiple jurisdictions. This presentation addresses common issues encountered by American investors living in the UK and provides an overview of compliant U.S./UK financial planning strategies.
Topics to be covered include:
- Building a strategic and tax efficient investment portfolio
- Use of U.S. and UK retirement accounts
- FATCA (Foreign Account Tax Compliance Act) and its consequences
- UK residency and domicile rules
- Currency management
- International estate planning
- College savings
- Planning for families that include a non-U.S. spouse
Round Table Wealth Management is a New York based independent registered investment advisory firm that manages over $1.3B in assets. Having extensive experience working with U.S./UK clients, Round Table wealth advisor Frederic Behrens will present on the common issues encountered by American investors living in the UK and provide an overview of compliant U.S./UK financial planning strategies.
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.