Retirement Planning and Investing for Brits in the US and Americans in the UK.
by Kath Derrison, Founder, Financial Planner and Chief Compliance Officer at Fyvie Financial.
Understand and explore some of the specific UK country issues such as auto-enrolment, PFICs, and account opening; estate planning considerations of in situs assets and the UK inheritance tax limits; and learn the complexities with Windfall Elimination Provision, Totalization Agreement, and their effects on retirement planning.
ABOUT THIS WEBINAR
1. Understand some of the specific UK country issues such as auto-enrolment, PFICs, and account opening; plus estate planning considerations of in situs assets and the UK inheritance tax limits.
2. Learn the complexities with Windfall Elimination Provision, Totalization Agreement, and their effects on retirement planning.
3. Address what individuals can and cannot do with retirement and investment accounts.
Kath Derrison is Founder, Financial Planner and Chief Compliance Officer at Fyvie Financial. Kath has over 15 years of experience in finance. She is dual qualified in the UK and US. DipFA and Advanced Pension Specialist in the US.
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The CIGA Network is the home for global independent advisers that wish to serve cross-border clients better.