25th Jan 2024
Exploring the Advantages and Considerations of a UK ISA for US Taxpayers in the UK
The appeal of opening and contributing to an Individual Savings Account (ISA) is evident for UK-…
13th Nov 2023
Don’t forget to use IRAs as part of your retirement planning strategy
Within the latest edition of the American magazine, Andrea Solana, Head of Advanced Planning at…
06th Oct 2023
The Right Time to Claim Your Social Security Benefit
Within the latest edition of the American magazine, Andrea Solana, Head of Advanced Planning at…
27th Sep 2022
Four Financial Areas to Assess Ahead of the US Tax Year End
Within the latest edition of the American in Britain magazine, Sindbad Fawcett, Senior Wealth…
16th Sep 2021
Proposed US Income and Estate Tax Changes
Within this article, Andrea Solana, Partner and Head of Advanced Planning at MASECO, provides a…
21st Jul 2021
Moving to the US
After receiving lots of positive feedback over the years for our ’39 Steps to Smart Living in the…

Whitepapers

Principles of Investing for American Citizens Living in the UK

Beginning your investment journey as an American citizen living in the UK can seem daunting. Whether learning to drive on the opposite side of the road or clarifying how His Majesty will tax your…

Planning for Inheritance Tax as an American in the UK

For persons with connections to the US and the UK, the subject of inheritance tax is one that can be very important due to the large differential in the nil rate inheritance tax bands available in…

US and UK Social Security Benefits

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…