Wednesday, September 16, 2015We have brought together a panel of experts to explain the issues facing Americans living in the United Kingdom when looking at their tax, pension and investment situation.
Seminar: Tax and Investments for Americans Living in the UK - September 16th, 2015
We have brought together a panel of experts to explain the issues facing Americans living in the United Kingdom when looking at their tax, pension and investment situation.
Date & Time: Wednesday 16th, 18:45 start
Venue: Cognolink, The Steward Building, 12 Steward Street, 6th Floor, London, E1 6FQ
Tickets:
Members & Guests: £10pp / Penn Alumni: £10pp
Non Members £20pp
SOLD OUT!
Schedule:
1. Registration: 18:15-18:45
2. Presentations 18:45-19:45
a) UK & US Tax matters by Stuart Horwich, Partner, UK US Tax Services LLP Founder
b) UK & US Investments by Kristopher Heck, Managing Partner, Tanager Wealth Management LLP
3. Question & Answer Session 19:45-20:30
Stuart Horwich, Partner, UK US Tax Services LLP Founder
Stuart is a US lawyer who has spent his career specializing in international tax issues. He has worked for the Department of Justice, the SEC, and he opened the London law office for a US law firm (and he remains of Counsel for a successor firm). Stuart’s client base includes banks, multinational companies and privately held businesses operating in the United States. As an expatriate himself, Stuart fully understands the US and many foreign tax issues associated with living abroad. In addition, he assists US citizens living in the UK and Europe to minimize their overall worldwide tax liability, including in one instance, successfully bringing a refund suit in the United States Court of Federal Claims to obtain a foreign tax credit for a US citizen resident in France.
Stuart is also the founder of The Anglo-American Charitable Foundation Ltd, a charity registered in both the US and UK that facilitates Americans living in the UK to make charitable contributions that qualify for favourable tax treatment in both jurisdictions. A dual citizen of the US and the UK, Stuart has lived in Europe for over 15 years.
Kristopher Heck, Managing Partner, Tanager Wealth Management LLP
Kristopher has lived in London since 2007, having moved over with his employer on a two-year expat contract. Life as an expat was so fulfilling, he immediately knew that this is where he wanted to live permanently. His experience includes 10 years in the Institutional Asset Management industry in the US & Europe, where he helped financial advisors build optimal portfolio solutions for their clients. He combined this professional experience with his own personal experience as a US expat to found Tanager. Kris has spoken at industry conferences on topics including portfolio construction, investment opportunities, and taxation of client portfolios, and has been a guest lecturer at the London School of Economics. He has particular interest and experience in portfolio efficiency – encompassing tax, cost, and the optimal risk budgeting of a client’s assets.
Views expressed by the speakers will represent their personal views and do not constitute financial advice. The Wharton Club is not promoting or endorsing any investment idea or strategy - investments bear risks and should be assessed independently by attendees. No liability will be held by the Wharton Club for investment decisions.
