Inspired Perspectives | Go Global: International Tax Considerations for Individuals, Estates, and Trusts – Entrepreneurs Moving from the U.S. to the U.K.

Going Global
As your interest in working abroad expands, it is important to consider the tax, estate and trust considerations as well as real estate and other investments for entrepreneurs working internationally.

Course Description:
There are many international tax issues entrepreneurs should consider when moving to the U.K. During this webinar we will discuss the various individual, estate, and trust tax issues to be considered when planning a move from the U.S. to the U.K. For an example, a high-net-worth individual (HNWI) with businesses and trust assets in the U.S. decides to relocate to the U.K. What would the individual tax and estate tax implications be, including consideration of the non-U.S. trusts? Join us for an educational session related to international trust and estate planning.

Learning Objectives:

  • Summarize the U.K. reporting requirements involved.
  • Examine practical filings customized for typical trusts.
  • Discuss key estate and trust considerations and examples.
  • Identify potential next steps to preserving your legacy.
  • List the FATCA obligations.


Feb 28 2023


10:00 am - 11:00 am