US Nationals Living in Europe

Investments & Reporting

Join us for an insightful webinar tailored for US nationals navigating the complexities of living and investing in Europe. This session is designed to help you effectively organise your financial plans across borders, with expert guidance on topics such as: compliance, asset protection, and maximising investment opportunities while residing abroad.

From managing multi-country investments to understanding the intricacies of FATCA reporting, our specialist, Peter Smith, will provide actionable strategies and vital information on how to structure, protect, and grow your assets in Europe.

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What Is Covered

  • Managing Investments at Home and Abroad
    Explore strategies for optimising investments across regions, considering risks, tax implications, and growth potential in a European context.
  • Introduction to Residency in Europe
    Learn about residency requirements, financial considerations, and the benefits of establishing a second home in Europe.
  • Beneficial Accounts for US Nationals
    Discover the best financial accounts for US nationals in Europe, designed to provide tax efficiency and flexibility.
  • Options Available to Protect Your Assets
    Review structures and strategies to secure wealth against economic and legal risks, including trusts and asset protection plans.
  • FATCA Regulations and Reporting
    Gain clarity on the Foreign Account Tax Compliance Act (FATCA) requirements, essential for US nationals managing foreign investments.
  • The “Dark Side of PFICs”
    Avoid costly tax pitfalls of Passive Foreign Investment Companies (PFICs) with expert advice on these complex investments.

Who Is Your Presenter

Peter Smith Wealth Manager

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