Key Issues for US Tax Payers
• Taxed on a worldwide basis
• Over 7 million non-US resident taxpayers
• 93% are non IRS compliant
• Onerous reporting and high levels of taxation
• Significant implications for non compliance

• Assets are held in a fully compliant and reported scheme
• Growth made within the plan is not subject to any tax on an annual basis
• Distributions can be taken from age 50 irrespective of residency
• Initial lump sum of up to 30% with no Federal Tax even if US resident
• Only the growth element is subject to US tax charges when taken
• You can continue to fund the plan even if you return to the US

Keynote Speakers

Oliver Rahe
Goldman Sachs Asset Management – Dubai MENA

Amy Curlee
STM Regional Director

Kevin West
Senior FX Private Client Manager

To register, please email

Please note this event is only open to Americans or Green Card holders as places are strictly limited.