Welcome to Hoxton Wealth, the new home of Hoxton Capital

DubaiAvani+ Palm View Dubai Hotel & Suites

US Estate Tax & Your US Situs Assets: Strategies for UAE Residents.

Doors open at 6.30 pm, seminar to commence at 7.00 pm sharp

EventsUS Estate Tax & Your US Situs Assets: Strategies for UAE Residents.

  • Retirement Planning
  • Estate Planning
  • Tax Planning

Date: May 2024

The seminar was designed specifically for UAE residents who own US situs assets, including company shares and other assets. This event helped people understand the complexities of US estate tax and how to effectively manage their portfolio from abroad.

Agenda

  • Understanding US Situs Assets: What are they and why they matter to you.
  • Best Practice Management: Tips on managing your US assets from the UAE.
  • US Estate Tax Overview: How it affects your investments and strategies to minimize its impact.
  • Navigating US Probate Laws: What you need to know as a non-resident.
  • Employee Share Scheme Implications: Insights for participants in US company share schemes.
  • Tax Mitigation Structures: How to structure your assets to reduce exposure.
  • Retirement Accounts Abroad: Managing 401k & IRA rollovers as a non-US resident.
  • US Life Insurance & Annuities: Understanding their role in your investment strategy.

How Can We Help You?

If you would like to speak to one of our advisers, please get in touch today.

“I have had a great experience with Hoxton capital. Izzy was really supportive an...”

Carl

16, August

“My experience was great.
People took time to explain. There was no pressure. ”

Andrew Glossop

15, August

“From the beginning of our relationship, Hoxton guided us all the way, supporting...”

DazMac

11, August

“The Professionalism and Dedication of Jack Reed and the Team. Jack Reed is an exemplar in the field of financial advice and wealth management...”

Mann, Sam

09, August

Contact Hoxton Wealth

Contact us today to discover how Hoxton Wealth can help you achieve your financial goals. Together, we can build a brighter financial future.