Within this article, Andrea Solana, Partner and Head of Advanced Planning at MASECO, discussed the proposed US Estate Tax Changes following President Biden's "American Families Plan", delivered on Wednesday 28th April, a strategy to invest in families, children, and workers.

For those clients with a US UK nexus, any planning undertaken from 6th April 2021 through to the end of 2021 will be done in the same US UK tax year, avoiding a potentially complicated mismatch. With this in mind, we thought a brief Spring clean of some financial planning thoughts might be valuable for our readers.

For those clients with a US UK nexus, any planning undertaken from 6th April 2021 through to the end of 2021 will be done in the same US UK tax year, avoiding a potentially complicated mismatch. With this in mind, we thought a brief Spring clean of some financial planning thoughts might be valuable for our readers.

For those clients with a US UK nexus, any planning undertaken from 6th April 2021 through to the end of 2021 will be done in the same US UK tax year, avoiding a potentially complicated mismatch. With this in mind, we thought a brief Spring clean of some financial planning thoughts might be valuable for our readers.

Rory Dorman, Partner and Senior Wealth Manager at MASECO, shines a proverbial spotlight on the Roth IRA and shares why he is such a fan of this particular tax-wrapper. In his article, Rory discusses the basic mechanics, numbers and less likely known key nuances of the Roth IRA. In his words, 'what's not to love'. 

James Sellon, Co-Founder of MASECO, discusses in his recent article that although there are a myriad of factors taken into account by professional and non-professional investors when narrowing the odds of making a good investment decision, more weight is generally put on recent past performance as a guide to future performance.