What is a US connected person?


Foreign Nationals with U.S. 401k

Americans living overseas with assets in the U.S.

Americans living overseas with assets outside the U.S.

British expats domiciled in the U.S. with Pension Transfer/SIPP questions

How we can help you help your clients

Webinar Dates & Time

26 MAY 2020

06:00 PM BST / 07:00 PM CEST

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 How you can service your American clients living abroad.

Topics & Case Studies

  • How to identify a US connected person 
  • How does being an American expat or a US connected individual affect finances and wealth management? 
  • Are you aware of the investment options available to US connected individuals and American expats? 
  • Learn about 401k rollover options as a US connected person

Beacon Global Group does not provide tax or legal advice. None of the information on this site should be considered tax or legal advice.

You should consult your tax or legal advisors for information concerning your own specific tax/legal situation.

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