Frank Hirth’s webinar, hosted by Iain Younger, Director, and Kavit Nathwani, Senior Tax Manager
Robert Paul, Head of the US Family Office at London & Capital, joined Jaime McLemore, Partner at Withersworldwide for a webinar hosted by Iain Younger and Kavit Nathwani from Frank Hirth.
Together, they discussed the issues that non-US trustees must consider when determining an investment strategy for a non-US trust that is either a US settlor or US beneficiary.
- The US Passive Foreign Investment Company regime
- Foreign Grantor Trust vs Foreign Non-Grantor Trust – what’s the difference?
- Attribution – can a US Person be considered the tax “owner” of Trust-owned assets?
- US tax-friendly investment strategies
- What needs to be reported to the IRS? – by who and by when?
Watch the playback here.
If you’d like to find out more about how Robert and London & Capital discuss issues surrounding foreign investment, you can find a selection of content here:
A United Approach | Series 2 Episode 3 | Trusts
Four key things US Persons need to bear in mind during Year End Tax Planning
Cashflow Planning for Multi-jurisdictional Families
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