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Working with U.S. Connected Clients - Accountancy and Investment Options

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US Tax & Financial Services Ltd

3 Harbour Exchange Square

London

E14 9GE

United Kingdom

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OPPORTUNITIES IN SERVICING U.S. CONNECTED PERSONS IN THE U.K.

There is an estimated $1 trillion in cash held by over 10 million U.S. persons living outside of the United States. Since the implementation of FATCA, providing investment solutions for U.S. expats has been increasingly problematic.

In addition, even if funds like UCITs will accept U.S. connected investors, they are being treated as non-reporting PFICs (Passive Foreign Investment Company) and many investors are being taxed punitively.

Learn about solutions allowing expats of all types to access investment markets, and provide investment fund managers and client wealth advisors an easy solution to the reporting complexities for these investors.

IFAs


  • Do you have U.S. clients that you’ve sold a PFIC product to?
  • Do you want to work with U.S. connected people?
  • Do you have client's who need to complete a U.S. tax return?
  • Do you have U.S. clients you want to do more business with?
  • Does your AML reporting actively identifying U.S. persons?
  • Are your clients clear about FATCA reporting and Form W8-BEN?
  • Are you looking to grow your business?

Join our tax and financial planning experts to understand how we can help your business access this underserved market of Americans living in the U.K., providing significant revenue and growth potential.

Catch one of our workshops Opportunities in Servicing U.S. Connected Persons in the U.K.


8:00 AM - Refreshments and Light Breakfast!


Topics Covered & Case Study

  • What is a U.S. connected person
  • Recognizing a U.S. connected person in your client base
  • Consequences of putting U.S. connected persons into the wrong investment vehicles
  • What if you have sold someone PFICs
  • Investment solutions for U.S. connected persons


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Date and Time

Location

US Tax & Financial Services Ltd

3 Harbour Exchange Square

London

E14 9GE

United Kingdom

View Map

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