06th Jul 2023 by Kyle McClellan & Ollie Cutting

We are all human beings with human emotions and impulses which can give in to fear and greed if left without a system of beliefs to shape the way we make everyday decisions.

19th Jun 2023 by MASECO Private Wealth

US Social Security and UK State Pension benefits often form a cornerstone of an individual’s retirement planning strategy providing a foundational source of income that will supplement other retirement savings. However, they can be difficult to navigate for expat individuals. 

16th Jun 2023 by Kyle McClellan & Ollie Cutting

Building a sound financial plan that allows you to meet your goals can often involve an element of risk, given the intrinsic link between investment risk and return over the long-run.

01st Jun 2023 by Kyle McClellan & Ollie Cutting

Dealing with financial issues, paperwork and planning with forethought can naturally fall by the wayside, which is why it’s important to build a strong team of trusted advisors who can help to lighten the burden.

19th May 2023 by Kyle McClellan & Ollie Cutting

A key principle for successful investing is devising a strategic asset allocation in line with your investment goals and objectives. A strategic asset allocation refers to the target weightings for different asset classes within a portfolio, such as equities, fixed income, real estate, alternatives, etc.

15th May 2023 by Andrea Solana, CFP™

Within the latest edition of the American in Britain magazine, Andrea Solana, Partner and Head of Advanced Planning, looks at some changes that may affect retirement age expats.