Advising US Persons – Tax and Investment Considerations


Date: Thursday 24th February 2022, 8am – 9am

Speakers: Brendan Macken, Robert Hardy and Chris Gabbett, LGT Vestra

Topic: The strong economic ties between Ireland and the US have provided many with the opportunity to work, live and accumulate assets in both jurisdictions. With the US being one of only three countries to tax their citizens on their worldwide income, regardless of residency, advising clients with US based assets is complex.

We are delighted to be joined by our speakers from LGT Vestra who specialise in working with financial planners to advise on the tax and investment considerations for these clients. Amongst other areas they will look at US pensions (401K, IRA), inheritance issues and the taxation of investment returns.

CPD: 1 hour for live attendance

Registered participants will receive an email with a link to access the webinar by COB Wednesday 23rd February.

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