Webinar Topic: US/UK Pension Planning

Presenters: Carol Hipwell, Associate Director at Frank Hirth & Kristopher Heck, Managing Partner at Tanager Wealth

Carol Hipwell, Associate Director at Frank Hirth and Kristopher Heck, Managing Partner at Tanager Wealth will be discussing the benefits of pensions savings and US/UK pension planning.

The webinar will cover the following:

• Benefits of pensions savings 
• How the US/UK income tax treaty impacts pension savings  
• Common questions asked about pensions including transferring international plans, taking a UK tax-free lump sum, final salary plan transfers, and using Roth IRA plans