Are you an American expat looking to navigate the complexities of US estate planning with UK inheritance tax planning? This interactive online session is specifically tailored for Americans living in the UK to provide valuable insights and expert commentary and will include some year-end “Top Tips”. Brian Dunhill Founder at Dunhill Financial Brian is a Financial Planner with a core emphasis on concentrated positions, and retirement planning for Expatriates. Past positions have led him to work in many capacities for prestigious firms on Wall Street including UBS, Lehman Brothers, and A.G. Edwards. Nathan Prior - Head of PWM International at Partners Wealth Management Nathan is the Head of PWM International at Partners Wealth Management, working not only with UK based families, but also those that are non-domiciled in the UK and those that have personal US tax considerations. Before joining the firm in 2015, Nathan worked at international wealth management businesses Merrill Lynch and Julius Baer and is now recognised as one of the leading independent advisers working with US citizens in the UK. James Frampton - Partner at Michelmores LLP James is a partner at Michelmores LLP and advises both UK and international individuals and families on UK tax, trusts and succession planning. A large part of James' practice is advising US connected clients in relation to their estate planning working with US attorneys and advisers to give joined up estate planning advice.

In this recording, we discuss financial planning for American expats in the UK in 2023, covering: - The importance of financial planning - Recap of hurdles for Americans living in the UK - Financial planning priorities - Introduction to UK pension and US retirement accounts - Saving for children/grandchildren - Q&A session ------ Nathan Prior Partner and Head of PWM International Nathan is a Partner and Head of PWM International at Partners Wealth Management, working not only with UK based families, but also those that are non-domiciled in the UK and those that have personal US tax considerations. Before joining the firm in 2015, Nathan worked at international wealth management businesses Merrill Lynch and Julius Baer and is now recognised as one of the leading independent advisers working with US citizens in the UK. https://partnerswealthmanagement.co.uk/ ----- Brian Dunhill is a Financial Planner with a core emphasis on concentrated positions, and retirement planning for Expatriates. Past positions have led him to work in many capacities for prestigious firms on Wall Street including UBS, Lehman Brothers, and A.G. Edwards. Working as an analyst, in compliance and as a Financial Advisor has given him the full perspective on the operations of a financial firm. Find out more and get in touch with us at: https://www.dunhillfinancial.com/ LinkedIn: https://www.linkedin.com/company/dunhill-financial-llc Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpatFinances DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN. Copyright © 2023 Dunhill Financial. All rights reserved. #expat #financialplanning #investing2023 #investing #financialadvice #livingabroad

In this video, our panel of experts discusses US filing in requirements for American expats in the UK in 2023 having to file US as well as UK taxes. The topics covered include : - Expats US tax filing overview - Non-US bank and investment account reporting - US tax treatment of UK pensions - Avoiding double taxation - What's new filing in 2023 The session is hosted by Kam Somal, financial advisor at Dunhill Financial. Our panel of experts includes: Anya Berezow, Certified Financial Planner™ at Dunhill Financial Anya has over a decade of experience in the investment/banking industry. As an American Expatriate herself, she enjoys assisting other Americans who made their home outside of the US. Anya’s goal is to simplify the financial planning process while addressing all aspects of investments, tax planning, risk management, retirement, and estate planning. ------ Nathan Prior Partner and Head of PWM International Nathan is a Partner and Head of International at Partners Wealth Management, working not only with UK based families, but also those that are non-domiciled in the UK and those that have personal US tax considerations. Before joining the firm in 2015, Nathan worked at international wealth management businesses Merrill Lynch and Julius Baer and is now recognised as one of the leading independent advisers working with US citizens in the UK. ------ Chris Baker International Tax Director at Moore Dm Chris Baker is a tax director in the firm’s London office with over 20 years’ experience in expatriate tax practices in the United Kingdom. Over his career, he has developed an in-depth understanding of the complexities of U.S. tax for Americans living abroad and the ever-increasing burden of reporting this imposes on them. Chris primarily focuses his efforts on private clients, advising and providing tax compliance for individuals and families. ------ Josh Reeve Senior Tax Consultant at Moore Dm Moore DM provides private client US tax advice and compliance for international US taxpayers and non-resident aliens with US connected income and assets. Josh assists individuals and families with navigating the US tax complexities of foreign investments, foreign trusts, and foreign corporate structures, and well as reporting and tax effects of UK pensions and investment accounts. Find out more and get in touch with us at: https://www.dunhillfinancial.com/ LinkedIn: https://www.linkedin.com/company/dunhill-financial-llc Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpatFinances DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN. Copyright © 2023 Dunhill Financial. All rights reserved. #expat #financialplanning #taxes #UK #livingabroad

A discussion with specialist mortgage adviser Rebecca Rider from Partners Wealth Management and US expat financial planning specialist Anya (Dunhill Financial) covering the process of buying a property and getting a mortgage in the UK for American expats. Hosted by Nathan Prior (Head of PWM International). The speakers will also highlight the specific additional tax considerations that US citizens face in owning foreign property or having a mortgage. Tune in if: - You are looking to buy a property in the UK for the first time - You are newly arrived in the UK - You are planning to move to the UK - You are a US taxpayer in the UK ------ Nathan Prior is a Partner and Head of International at Partners Wealth Management, working not only with UK based families, but also those that are non-domiciled in the UK and those that have personal US tax considerations. Before joining the firm in 2015, Nathan worked at international wealth management businesses Merrill Lynch and Julius Baer and is now recognised as one of the leading independent advisers working with US citizens in the UK. ------ Anya is a Certified Financial Planner™ with over a decade of experience in the investment/banking industry. As an American Expatriate herself, she enjoys assisting other Americans who made their home outside of the US. Anya’s goal is to simplify the financial planning process while addressing all aspects of investments, tax planning, risk management, retirement, and estate planning. ------ Rebecca Rider has worked in the mortgage and financial services sector for almost twenty years and has been a consultant within Partners Wealth Management since 2006. Her specialty lies in the mortgage and equity release market in the UK, allowing clients to more fully utilize their assets, particularly in retirement. She holds the Diploma in Financial Services and is working towards Chartered status. Find out more and get in touch with us at: https://partnerswealthmanagement.co.uk/ https://www.dunhillfinancial.com/ LinkedIn: https://www.linkedin.com/company/dunhill-financial-llc/ Twitter: https://www.facebook.com/AmericanExpatFinances Facebook: https://www.facebook.com/AmericanExpatFinances DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN. Copyright © 2022 Dunhill Financial. All rights reserved. #expat #financialplanning #uk #realestate #mortgages

Watch to find out whether renunciation is something you should look at as a US Expat in the UK. Find out more and get in touch with us: https://www.dunhillfinancial.com/ LinkedIn: https://www.linkedin.com/company/dunhill-financial-llc/ Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpatFinances

Watch Brian Dunhill speak along with Helena Turner and Nathan Prior about US Expats investing in the UK. Find out more and get in touch with us: https://www.dunhillfinancial.com/ LinkedIn: https://www.linkedin.com/company/dunhill-financial-llc Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpatFinances

Watch as we and guest speakers Martin O'Grady and Gillian Everall take you into a deep dive on everything to do with pensions as an American expat in the United Kingdom. ----------------------------- Find out more and get in touch with us: https://www.dunhillfinancial.com/ LinkedIn : https://www.linkedin.com/company/dunhill-financial-llc Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpatFinances