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DAUK Tax Committee Presents: Financial Planning 101
Join Democrats Abroad UK (DAUK) for this webinar to discuss the basics of financial planning for Americans living in the UK. The aim of this event is to educate you on basic things you should know and commonly asked financial planning questions such as:
- How do you plan for the future under both the US and UK tax systems?
- How can I tax-efficiently save and invest as a US citizen in the UK?
- How do I manage finances and tax with a non-US spouse?
- How do I manage my US student loans while living abroad?
- How can I save for my dual US/UK citizen child's future?
This event is for you if:
- you just moved to the UK from the US and you're unsure how to plan for your future
- you've lived abroad for decades but not sure where to start
- you have children and want to better understand how to save for their futures
- you're concerned about the US/UK tax implications of financial planning, or
- you already know a lot but you just want a straightforward answer for a specific issue
Speakers:
- Brian Dunhill, International Financial Advisor @ Dunhill Financial
- Gillian Everall, Managing Director and Head of Private Client Tax Services @ Everfair Tax
Agenda:
- 6:30pm Introductions
- 6:40pm Speaker presentations
- 7:00pm Q&A
- 7:30pm End
Attendees are asked to please pre-submit any questions you have by emailing [email protected]. The more questions we get in advance, the better we can prepare and shape the program around the things you want to learn about the most!
The fine print:
- No refunds are available.
- We can't guarantee we will be able to answer all questions submitted before, during, or after the event, but we will try to answer as many questions as possible.
- This event is closed to the press.
If you are unable to attend this event you can buy a recording ticket. Please email [email protected] to be added to the mailing list to keep up to date with the actions and upcoming events from the DAUK Tax Committee.
Disclaimer: DAUK cannot provide individual tax advice. We are not tax lawyers, accountants or advisers. Please consult a professional tax adviser/accountant/return preparer when addressing your personal tax matters.
We recommend the ACA Tax Return Preparer Directory to find a service provider who meets your needs and budget, though buyers need always beware. Democrats Abroad suggests Americans abroad in need of tax advice consult the ACA Tax Return Preparer Directory to find an advisor or tax return preparer near you or providing online services: http://acareturnpreparerdirectory.com
Democrats Abroad UK Tax Lunch Power Hour
Join us for tax lunch power hour! This is an informal drop-in open discussion on US taxes, we'll talk about debunking tax myths, and discuss self-filing, or choosing an accountant.
This event is for DAUK members in the UK, but everyone is welcome.
This event will not be recorded so everyone feels able to share and talk freely.
Although there is no cost to attend, we strongly recommend a $10 donation so that DAUK can continue to provide events like this in the future.
Email [email protected] to be added to the DAUK Tax Committee mailing list.
Disclaimer: DA cannot provide individual tax advice. We are not tax lawyers, accountants or advisers. Please consult a professional tax adviser/accountant/return preparer when addressing your personal tax matters.
We recommend the ACA Tax Return Preparer Directory to find a service provider who meets your needs and budget, though buyers need always beware. Democrats Abroad suggests Americans abroad in need of tax advice consult the ACA Tax Return Preparer Directory to find an advisor or tax return preparer near you or providing online services: http://acareturnpreparerdirectory.com
Democrats Abroad UK Tax Lunch Power Hour
Join us for tax lunch power hour! This is an informal drop-in open discussion on US taxes, we'll talk about debunking tax myths, and discuss self-filing, or choosing an accountant.
This event is for DAUK members in the UK, but everyone is welcome.
This event will not be recorded so everyone feels able to share and talk freely.
Although there is no cost to attend, we strongly recommend a $10 donation so that DAUK can continue to provide events like this in the future.
Email [email protected] to be added to the DAUK Tax Committee mailing list.
Disclaimer: DA cannot provide individual tax advice. We are not tax lawyers, accountants or advisers. Please consult a professional tax adviser/accountant/return preparer when addressing your personal tax matters.
We recommend the ACA Tax Return Preparer Directory to find a service provider who meets your needs and budget, though buyers need always beware. Democrats Abroad suggests Americans abroad in need of tax advice consult the ACA Tax Return Preparer Directory to find an advisor or tax return preparer near you or providing online services: http://acareturnpreparerdirectory.com
Democrats Abroad UK Tax Lunch Power Hour
Join us for tax lunch power hour! This is an informal drop-in open discussion on US taxes, we'll talk about debunking tax myths, and discuss self-filing, or choosing an accountant.
This event is for DAUK members in the UK, but everyone is welcome.
This event will not be recorded so everyone feels able to share and talk freely.
Although there is no cost to attend, we strongly recommend a $10 donation so that DAUK can continue to provide events like this in the future.
Email [email protected] to be added to the DAUK Tax Committee mailing list.
Disclaimer: DA cannot provide individual tax advice. We are not tax lawyers, accountants or advisers. Please consult a professional tax adviser/accountant/return preparer when addressing your personal tax matters.
We recommend the ACA Tax Return Preparer Directory to find a service provider who meets your needs and budget, though buyers need always beware. Democrats Abroad suggests Americans abroad in need of tax advice consult the ACA Tax Return Preparer Directory to find an advisor or tax return preparer near you or providing online services: http://acareturnpreparerdirectory.com
Democrats Abroad UK Tax Lunch Power Hour
Join us for tax lunch power hour! This is an informal drop-in open discussion on US taxes, we'll talk about debunking tax myths, and discuss self-filing, or choosing an accountant.
This event is for DAUK members in the UK, but everyone is welcome.
This event will not be recorded so everyone feels able to share and talk freely.
Although there is no cost to attend, we strongly recommend a $10 donation so that DAUK can continue to provide events like this in the future.
Email [email protected] to be added to the DAUK Tax Committee mailing list.
Disclaimer: DA cannot provide individual tax advice. We are not tax lawyers, accountants or advisers. Please consult a professional tax adviser/accountant/return preparer when addressing your personal tax matters.
We recommend the ACA Tax Return Preparer Directory to find a service provider who meets your needs and budget, though buyers need always beware. Democrats Abroad suggests Americans abroad in need of tax advice consult the ACA Tax Return Preparer Directory to find an advisor or tax return preparer near you or providing online services: http://acareturnpreparerdirectory.com
Democrats Abroad UK Tax Lunch Power Hour
Join us for tax lunch power hour! This is an informal drop-in open discussion on US taxes, we'll talk about debunking tax myths, and discuss self-filing, or choosing an accountant.
This event is for DAUK members in the UK, but everyone is welcome.
This event will not be recorded so everyone feels able to share and talk freely.
Although there is no cost to attend, we strongly recommend a $10 donation so that DAUK can continue to provide events like this in the future.
Email [email protected] to be added to the DAUK Tax Committee mailing list.
Disclaimer: DA cannot provide individual tax advice. We are not tax lawyers, accountants or advisers. Please consult a professional tax adviser/accountant/return preparer when addressing your personal tax matters.
We recommend the ACA Tax Return Preparer Directory to find a service provider who meets your needs and budget, though buyers need always beware. Democrats Abroad suggests Americans abroad in need of tax advice consult the ACA Tax Return Preparer Directory to find an advisor or tax return preparer near you or providing online services: http://acareturnpreparerdirectory.com
Volunteer for the Democrats Abroad Taxation Task Force
The Taxation Task Force will be hosting a new volunteer info session on April 19th. Anyone that's interested in rolling up their sleeves to help resolve the tax and banking problems Americans abroad face is welcome to join. RSVP here to join.
You don't have to attend the info session to volunteer. You can apply by clicking here to fill in the volunteer interest form so we can get a better sense of your strengths, interests, and time availability. After you've filled in the form, you'll be invited to a call to discuss next steps.
You can also learn more about what roles are available by clicking here for an outline of volunteering opportunities with the tax team.
If you have any questions, don't hesitate to email the team on [email protected].
Library
Democrats Abroad Taxation Task Force library documents:
2022
2021
2020
2019
2018
DA Taxation Task Force Volunteer Info Session
Are you passionate about American abroad tax issues and have the skills or time to help?
The DA Taxation Task Force is hosting this volunteer information session to explain what's involved in being a volunteer and to answer any questions you might have about volunteering. Click here for an outline of volunteering opportunities for the TTF.
The DA TTF is a group of dedicated volunteers working towards fixing the tax code for Americans living abroad.
We have a number of volunteer positions available, from people with no experience who want to help out with social media, to subject matter experts that can help us lobby Congress - everyone and anyone is welcome to contribute!
Once you attend the info session, we encourage you to complete this application to the best of your ability. You will then be invited to a follow-up one-to-one 30 minute Zoom call to figure out which teams you fit into and to get you started.
Note: Attending an info session is optional, you do not need to attend to express interest in volunteering. Feel free to go ahead and fill in the application form here.
You can also express interest in volunteering by emailing [email protected] and including as much information as possible about your background and how you think you can help.
Please feel free to forward this event page to friends or family that you think might be interested in getting involved!
DA Taxation Task Force Volunteer Info Session
Are you passionate about American abroad tax issues and have the skills or time to help?
The DA Taxation Task Force is hosting this volunteer information session to explain what's involved in being a volunteer and to answer any questions you might have about volunteering. Click here for an outline of volunteering opportunities for the TTF.
The DA TTF is a group of dedicated volunteers working towards fixing the tax code for Americans living abroad.
We have a number of volunteer positions available, from people with no experience who want to help out with social media, to subject matter experts that can help us lobby Congress - everyone and anyone is welcome to contribute!
Once you attend the info session, we encourage you to complete this application to the best of your ability. You will then be invited to a follow-up one-to-one 30 minute Zoom call to figure out which teams you fit into and to get you started.
Note: Attending an info session is optional, you do not need to attend to express interest in volunteering. Feel free to go ahead and fill in the application form here.
You can also express interest in volunteering by emailing [email protected] and including as much information as possible about your background and how you think you can help.
Please feel free to forward this event page to friends or family that you think might be interested in getting involved!