Tanager Wealth Management LLP invites you to their event
About this event
Estate planning can be complex, particularly when assets, family, or interests span the US and UK. This practical webinar will cover the key principles of US and UK estate planning, including wills, trusts, inheritance and estate taxes, and important cross-border considerations. Join us for an accessible overview of the essentials and the key issues to consider when planning for the future.
Hosted by
Aidan is a Senior Associate in our Trusts, tax and estate planning team. He joined Collyer Bristow in September 2016 and advises resident non-domiciliaries, UK and international trustees and domestic clients on matters spanning pre-immigration planning, residency and domicile rules, international tax planning and UK wills and estate planning. In particular, Aidan’s work focuses on working with high net worth clients with UK/US interests, for example mixed domicile marriages, UK resident US citizens or UK resident beneficiaries of US trusts
Patrick is a Partner and Financial Advisor at Tanager Wealth, and he specializes in complex planning for high-net-worth clients, international estate planning and inheritances. Prior to working in Financial Planning, he worked for a trust and estate law firm and co-wrote a book on estate planning.
We are experts in providing cross-border financial planning and investment management services to individuals and households in the UK and the US.
