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International Tax Considerations for Individuals, Estates, and Trusts – Entrepreneurs Moving from the U.S. to the U.K.

February 28 @ 11:00 am - 12:00 pm EST

Eide Bailly CPE webinars

Participants of the free live webinar will be eligible for 1 CPE credit.


Going Global
As your interest in working abroad expands, it is important to consider the tax, estate and trust considerations as well as real estate and other investments for entrepreneurs working internationally.

Course Description:
There are many international tax issues entrepreneurs should consider when moving to the U.K. During this webinar we will discuss the various individual, estate, and trust tax issues to be considered when planning a move from the U.S. to the U.K. For an example, a high-net-worth individual (HNWI) with businesses and trust assets in the U.S. decides to relocate to the U.K. What would the individual tax and estate tax implications be, including consideration of the non-U.S. trusts? Join us for an educational session related to international trust and estate planning.

Learning Objectives:

  • Summarize the U.K. reporting requirements involved.
  • Examine practical filings customized for typical trusts.
  • Discuss key estate and trust considerations and examples.
  • Identify potential next steps to preserving your legacy.
  • List the FATCA obligations.

Shannon Smith, CPA, Partner, International Tax Practice Leader | Eide Bailly
Shannon leads the firm’s International Tax team with more than 20 years of public accounting experience and a diverse background in both the consultative and compliance service areas of international tax. She is experienced in the areas of inbound and outbound international tax planning and compliance issues for both companies and their shareholders. Shannon works closely with HLB International member firms to assist clients with international structuring and identifying tax efficient entry into new markets. She is responsible for assisting clients, educating staff and providing thought leadership on a variety of international tax matters.

Julie Hernon, Tax Director, BSc, FCA, CTA | Beever and Struthers
Julie has over 20 years’ experience advising our clients with all matters related to their tax concerns from the time their business commenced through to the eventual sale/retirement. This includes providing the support and assistance so that our clients meet all routine compliance reporting requirements, whether in relation to corporate or personal taxes, payroll and VAT, but also looking at optimizing the structures in which an individual’s wealth accumulates. Julie will work with our clients to ensure that whilst they are positioned for growth, they have appropriate protection to safeguard them against the most common risks facing their business. This means that should the worst ever happen the family is able to survive and thrive.

Charlotte Kay, Tax Manager | Beever and Struthers
Charlotte has been with Beever and Struthers for over 20 years, Charlotte advises both domiciled and non-domiciled high net worth individuals on income tax, capital gains tax, inheritance tax and the effective use of trusts in the UK.

Daniel Pope, Tax Assistant Manager | Beever and Struthers
Daniel joined Beever and Struthers as an apprentice in 2015 and went on to win the National Association of Tax Technicians apprentice of the year in 2016. He is now a fully qualified Chartered Accountant and Tax Advisor and a core member of the tax team. Daniel advises high net worth individuals on personal tax, property taxes and effective wealth management. He looks at cross border transactions and how resident and domicile status impacts UK taxation.

This webinar is hosted in collaboration with Beever and Struthers.

Beever and Struthers

CPE Information
CPE Credit: 1
Field of Study: Taxes
Level of Knowledge: Basic
Delivery Method: Group-Internet Based

Additional Information: 
This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies, please contact Amy DeGeorge.

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The tools and resources presented will help businesses and individuals make informed decisions and remain successful and compliant in the competitive marketplace. Click the Webinar Series button to view our upcoming webinars or view past recordings.


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