26th Feb 2024
Navigating the Pond: Pre-Planning Tips for US Expats Moving to the UK
Embarking on a move from the US to the UK is an exciting prospect filled with new opportunities and…
19th Dec 2023
Dual Qualified Donor Advised Funds – A Tax Efficient Vehicle for Gifting as an American in Britain
We often associate Christmas as a time for giving but there is no reason why those with charitable…
19th Jul 2023
Principles of Investing for American Citizens Living in the UK: Principle 7 - Plan for the next generation
Although winning the title of the “richest person in the graveyard” is an accolade few of us will…
06th Jul 2023
Principles of Investing for American Citizens Living in the UK: Principle 6 - Find an Investment Philosophy that works for you and stay the course
We are all human beings with human emotions and impulses which can give in to fear and greed if…
16th Jun 2023
Principles of Investing for American Citizens Living in the UK: Principle 5 - Securing your assets from top to tail and managing risk beyond the markets
Building a sound financial plan that allows you to meet your goals can often involve an element of…
01st Jun 2023
Principles of Investing for American Citizens Living in the UK: Principle 4 - Establish the right professional network (tax, wealth, legal, mortgage, etc)
Dealing with financial issues, paperwork and planning with forethought can naturally fall by 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…