When planning for a home purchase in the UK, the traditional factors and aspects of your financial life to consider include the amount you should put down, how much SDLT and Conveyancing Fees will be payable and the type of mortgage you want to secure. 

Historically, property alongside pensions has been one of the most common ways to invest in the UK both for a main residence and a buy-to-let portfolio. As many know, property is an asset class, just as cash, bonds and shares and can serve as a form of diversification when building an overall investment portfolio for assets.

As a US expat living in the UK, the thought of getting your estate in order can be quite a complicated and overwhelming process. It is important to ensure that you have your estate plan in order to comply with both the US and UK jurisdictions. This may require legal and tax expertise as it is important to ensure that the strategy covers the various laws in both jurisdictions.

When it comes to lending money, it is essential to have a set of criteria that you use to determine whether or not a loan is a good idea. This criteria will help you assess the risk of default and make sure that you are lending to people who are likely to repay the loan.

As an American living in the UK, there are several considerations when taking distributions from your UK pension.  

As an American living in the UK, almost nothing related to your financial affairs is easy. The consequences of seemingly simple decisions - such as how to pay for a new home or purchase a mutual fund - may create unnecessary tax charges and complexities.