There are nearly continuous changes to the tax rules in both the US and the UK that directly impact how Americans living in the UK should manage their financial affairs, making an already complicated task only more confusing and difficult. We will discuss some estate planning issues and making long-term investments in a tax efficient manner.
Come for a presentation and an interactive discussion (not a lecture!) and leave knowing something more about what you need to sort out or with the peace of mind that you’ve been dealing with it correctly all along!
Hosted by George King IV '90, Partner, MASECO Private Wealth
Please contact George to RSVP, at +44 203 111 7386 or firstname.lastname@example.org
With a focus on advising wealthy private clients, and in particular US clients at home and abroad, George is both responsible for managing the needs of individual clients and broadly helping the firm continue to grow robustly. He has over 25 years of investment experience, advising both institutional and high net worth clients. Passionate about the critical importance of the intersection of wealth planning and investment management, George often advises people going through significant ‘wealth events’ such as selling a business, divorce, retirement, or achieving partner status.