Are you an American expat looking to navigate the complexities of US estate planning with UK inheritance tax planning? This interactive online session is specifically tailored for Americans living in the UK to provide valuable insights and expert commentary and will include some year-end “Top Tips”.

Brian Dunhill Founder at Dunhill Financial

Brian is a Financial Planner with a core emphasis on concentrated positions, and retirement planning for Expatriates.
Past positions have led him to work in many capacities for prestigious firms on Wall Street including UBS, Lehman Brothers, and A.G. Edwards.

Nathan Prior - Head of PWM International at Partners Wealth Management

Nathan is the Head of PWM International at Partners Wealth Management, working not only with UK based families, but also those that are non-domiciled in the UK and those that have personal US tax considerations. Before joining the firm in 2015, Nathan worked at international wealth management businesses Merrill Lynch and Julius Baer and is now recognised as one of the leading independent advisers working with US citizens in the UK.

James Frampton - Partner at Michelmores LLP

James is a partner at Michelmores LLP and advises both UK and international individuals and families on UK tax, trusts and succession planning. A large part of James' practice is advising US connected clients in relation to their estate planning working with US attorneys and advisers to give joined up estate planning advice.