This week, Genevieve Millington-Morrall will be joining fellow private wealth professionals for a ThoughtLeaders4 Private Client TL4PC Circle event featuring up to 40 hand-picked practitioners focusing on transatlantic private clients.
As families, trustees and advisers continue to navigate increasingly international lives and structures, transatlantic tax planning remains a significant area of focus, and the conversations are often about much more than tax alone.
Questions around succession, governance, mobility and long-term planning frequently sit alongside technical tax considerations; and for advisers the challenge is often coordinating advice across multiple jurisdictions while keeping clients’ personal goals at the centre of the discussion.
Genevieve will be sharing perspectives with others working in this area at the TL4 Circle event on 23 and 24 June at the Ashdown Park Hotel in East Sussex.