Pensions, investments and savings planning – What Americans abroad need to know

Date(s) - 09/05/2017
5:00 pm - 8:30 pm

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Presentation from Mr. Wayne Ellis

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Event Description

The topic will be presented by Mr. Wayne Ellis representing the Tilney Group and Infinity Financial Solutions.

Part 1: Defining the problems and why Americans need to act.

This section will explore the background to why Americans overseas are facing difficulties effectively managing their pensions, investments and savings plans. It covers a number of different issues including:

  • o The requirement of US citizens to declare their worldwide income and capital gains regardless of their residency.
  • o The effect of the US Foreign Account Tax Compliance Act (FATCA) and the scope of the information that over 77,000 financial organisations across the world report to the IRS.
  • o The heavy financial penalties many Americans pay by being caught under the cross-border treaties and the US Passive Foreign Investment Company (PFIC) tax.
  • o The controversy of US financial institutions ‘firing’ their American clients that live overseas, leaving perfectly law abiding citizens without access to a full range of finance and banking services.
  • o The scarcity of financial institutions that provide information compliant with US tax reporting requirements and the problem that creates in completing and submitting accurate tax returns.
  • o The severity of the consequences of submitting incorrect tax returns.

Part 2: How to make tax filing a piece of cake.

Part 3: Keeping your investments fully compliant.


5:00 pm Registration
5:45 pm Welcome Remarks
5:50 pm Presentation
Part 1: Defining the problems and why Americans need to act
Part 2: How to make tax filing a piece of cake
Part 3: Keeping your investments fully compliant
7:00 pm Q&A
7:15 pm Networking and Cocktail Reception
8:30 pm Event ends


AmCham Members: vnd 100,000| Non-members: vnd 200,000

Reservations/cancellations must be received by 24 hours before the event, and must be made on-line, by email, or by fax. We are unable to accept reservations/cancellations by telephone.


Wayne_EllisMr. Wayne Ellis

Wayne Ellis is a manager of discretionary portfolios for private clients including American citizens, trusts, charities and pension funds. He joined Tilney in 2016 through the merger and has more than 30 years’ private client investment management experience.

Wayne began his career at Merchant Investors in the mid 1980’s and has held a number of senior roles in the financial services industry before spending five years heading up the private client investment business of Merchant Securities.

Wayne is a member of the Chartered Institute for Securities and Investment.


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