UK–US Wealth & Estate Planning Seminar

Whether you are planning a return to the UK, splitting your time between the UK and the US, or continuing your life in the US while maintaining UK assets, understanding the complexities of cross-border wealth and estate planning is essential.
Join us for an insightful evening focused on the key financial, tax, and estate considerations that arise when your life spans both sides of the Atlantic. Through a dynamic panel discussion built around real-life case studies, our expert speakers will explore practical strategies and common pitfalls in light of recent developments and the evolving cross-border landscape.
This session is designed to help you take a coordinated approach to managing your cross-border financial life.

You’ll also have the opportunity to ask questions and connect with others navigating similar cross-border challenges.

Event Venue & Nearby Stays

Werqwise, 465 California Street, San Francisco, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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