In focus - 'Lifecycle' webinar series

Our 'Lifecycle' webinar series focused on a range of tax issues that individuals may face through various stages of life.

As part of the series, we covered tax planning strategies for retirement, starting a business and planning for growth, US and UK tax-efficient succession planning, and practical issues around estate administration. If you would like to view these webinar recordings, please use the links below.

Tax planning strategies for retirement

This webinar reviews how US and UK pensions are used to prepare for retirement.

Topics covered: 

• The differing ways in which US and UK plans provide relief 
• How the treaty impacts taxation 
• Annual reporting for pensions on returns and forms
• Common questions we receive regarding pension plan taxation

Watch the tax planning strategies for retirement webinar

Starting a business and planning for growth

This webinar reviews the UK and US tax considerations and interactions on starting a UK business and planning for growth.

Topics covered:

• Initial set up and structuring to be UK and US tax efficient 
• Funding the growth stage and remaining tax compliant in both jurisdictions

Watch the starting a business and planning for growth webinar

US and UK tax-efficient succession planning

This webinar develops the themes that are relevant for US and UK connected families when considering their succession planning.

Topics covered:

• Highlighting tax exposures in respect of lifetime activity and on death
• Differing tax treatments between the US & UK and the planning required to avoid double taxation for the family
• Non-tax issues that should be considered as part of any estate

Watch the US and UK tax-efficient succession planning webinar

Practical issues around estate administration

This webinar reviews the practical issues around the administration of an estate once a taxpayer passes away.

Topics covered:

• The US and UK filing requirements on death
• The role of an executor or personal representative and practical issues relating to:
• Obtaining relevant documents including the decedent’s valid will(s), death certificates and asset valuations
• Settling all the debts of the estate
• Completing the estate administration and distributing the estate 

Watch the practical issues around estate administration webinar