Thun Financial Advisors frequently hosts public webinars on issues related to American expatriate investments. We make the information provided in these online presentations available free to the public.
Feel free to contact us with any questions you might have.
US Expats in the UK Investment Management and Financial Planning Webinar
January 31, 2019 by David Kuenzi
1:00 pm GMT / 7:00 am CST
David Kuenzi of Thun Financial Advisors presents on integrated Investment Management and Financial Planning specifically for the needs of U.S. Expats in the UK. The presentation focuses on effective portfolio management and financial planning in the context of the complex tax and compliance environment in which Americans in the UK find themselves.
Topics include but not limited to:
Use of retirement accounts in the U.S. and UK (IRAs, 401ks, UK pensions, SIPPs, ISAs, etc.)
Interaction between the U.S. and UK tax codes
Investing strategies and asset allocation in the cross-border environment
Avoiding U.S. PFIC/UK reporting/non-reporting fund tax trap
Impact of UK residency and domicile rules and recent UK policy changes
U.S.-UK cross-border estate planning
Impact of U.S.-UK double tax and estate/inheritance tax treaties
Thun Financial’s Q&A devoted to your questions about U.S. expat investing and financial planning
11.27.2018 by the Thun Financial Team
We consistently receive feedback that the Q&A session is among the most useful aspects of our webinars. Therefore, we will host a webinar that is completely devoted to your questions about U.S. expat investing and financial planning. All Thun advisors will be available on the webinar and will field questions in their respective areas of expertise.
Key Estate Planning Concepts and Issues for U.S. Expats and Cross-Border Families
10.11.2018 by Stanton Farmer
Stanton Farmer of Thun Financial Advisors presents on the complex issues regarding estate planning when Americans and mixed nationality families own assets across borders.
David Kuenzi of Thun Financial Advisors discusses how to integrate currency risk management into a rational investment and financial planning strategy for Americans abroad and families who live across borders and must plan their finances in more than one currency or tax system.
US Expat Investing: Case Studies in Financial Planning for Mixed Nationality Couples
05.24.2018 by Stanton Farmer
Stanton Farmer of Thun Financial addresses the special planning and investing issues that affect couples where one spouse is a US person and one is not. Issues covered include gifting, estate planning, ownership of assets, implications for children, income planning, tax planning and choice of domicile. The discussion will be relevant for couples inside as well as outside the U.S.