Protect Your Legacy: US Estate Tax Secrets for Non-Residents
01/08/2024
18:00:00 GMT
Approx 60 minutes
Holborn Webinars Presents
Welcome to the Holborn Assets webinar series. As a leading global financial services company, we're committed to empowering our clients with the knowledge and tools to navigate the complex, offshore financial landscape. Our webinars offer valuable insights from our financial consultants and industry experts, covering a wide array of topics.
Whether you're a seasoned investor, just starting on your financial journey or thinking of making the move overseas, our webinars are geared to educate, inspire, and provide actionable strategies that align with your unique financial goals. Explore the details below to learn more about our upcoming webinar, and join us at the event by registering.
About the Webinar
Join us for an insightful webinar designed to help non-resident aliens understand and manage the complexities of US estate taxes. With significant growth in US stocks, it’s crucial to protect your assets and legacy from potential tax pitfalls. Our expert, Greg Harris, a Senior Wealth Manager at Holborn Assets, will provide tailored strategies to maximize your wealth and minimize tax liabilities.
We’ll explore the definition and implications of being a non-resident alien, compare tax rules for US residents and non-residents, and discuss specific case studies to illustrate these challenges. This session will offer actionable insights and solutions to ensure your financial legacy is secure. Don’t miss this opportunity to safeguard your investments and learn from a seasoned professional.
Whether you have direct US stock holdings or receive stock options as part of your remuneration, this webinar is for you. Plus, discover how introducing your friends and family can benefit you financially. Register now to unlock the secrets of wealth preservation and estate planning.
Key Points
- Discover essential strategies to protect your assets from US estate taxes
- Learn how non-resident aliens can avoid the 40% tax hit on their US investments
- Gain insights into effective estate planning tailored for expats with US stock holdings
Meet your webinar host
Greg Harris
Senior Wealth Manager, Holborn Assets
Meet Greg Harris, a seasoned professional in the dynamic world of financial services. With nearly a decade of hands-on experience. His dedication and drive led him to achieve the highest recognition from the Chartered Institute of Insurers (CII) – the esteemed title of Fellow (level 7). This prestigious accreditation is a testament to Greg's unwavering commitment to excellence and his profound understanding of the intricacies of the financial landscape.
Other speakers
Neil Chadwick
Head of Technical Services, RL360°
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How it Works
Signing up to a Holborn webinar easy and free. Simply complete the registration form above and we’ll take care of the rest. After you’ve registered, you'll receive a confirmation email from Zoom containing your webinar joining link and all relevant details. As the webinar date approaches, look out for reminder emails to make sure you don’t miss out!
On the day of the webinar, click the unique link provided in your confirmation or reminder emails to access the live session. You'll be taken straight to the webinar, where you’ll be able to watch the presenters, and engage through the Q&A or chat features. Attendee’s microphones and cameras are disabled for webinars, so you can just sit back and enjoy the presentation, wherever you are.
Holborn webinars are always recorded, so if you can’t make it or want to watch again, you don’t need to worry. Once the webinar has finished, we upload the recording to our YouTube channel and send the link out to everyone that registered. You can also revisit this page and watch the recording on our website too.
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