Protect Your Legacy: US Estate Tax Secrets for Non-Residents | Thursday Aug 1, 2024 16:00 BST | Exclusive Webinar | Holborn Assets
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Protect Your Legacy: US Estate Tax Secrets for Non-Residents

Protect Your Legacy: US Estate Tax Secrets for Non-Residents

About this 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 of discussion

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

Speakers

Greg Harris
Greg Harris

Senior Wealth Manager at Holborn Assets

Neil Chadwick
Neil Chadwick

Head of Technical Services at RL360°

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