02nd Jul 2024 by Mark Scher, CIMA®

In today's fast-paced world, financial stability and legacy planning are more crucial than ever. Ensuring that your wealth is effectively managed and seamlessly passed on to future generations requires strategic planning and a keen understanding of both money management and succession planning.

25th Jan 2024 by Ben Lightfoot

The appeal of opening and contributing to an Individual Savings Account (ISA) is evident for UK-only residents and taxpayers, given the tax-free status of interest, dividends, and gains within these accounts. However, the landscape is nuanced for US taxpayers residing in the UK.

13th Nov 2023 by Andrea Solana, CFP™

Within the latest edition of the American magazine, Andrea Solana, Head of Advanced Planning at MASECO, discusses the importance of using IRAs as part of your retirement planning strategy. 

06th Oct 2023 by Andrea Solana, CFP™

Within the latest edition of the American magazine, Andrea Solana, Head of Advanced Planning at MASECO, discusses when it is best to begin collecting Social Security benefits.

21st Feb 2023 by MASECO Private Wealth

Passive Foreign Investment Companies (PFICs) form part of the 1986 IRS tax reforms that closed loopholes being used to protect offshore investments from taxation. The 1986 tax reforms not only sought to close the loophole, but also to bring such offshore investments under US taxation and deter US taxpayers’ interest in such investments through punitive tax rates.

03rd Jan 2023 by MASECO Private Wealth

As with other financial decisions, Americans often have additional areas of consideration when purchasing a property in the UK.