31st Mar 2023
B Corp Month Session: Going Beyond Leadership
Last week in support of B Corp month, George King, Senior Wealth Manager, caught up with Jane Wells…
22nd Mar 2023
Some Alternative Ways to Make Every Month B Corp Month
Many of us don’t know where to start in our efforts to make a difference. We can begin by educating…
17th Mar 2023
Global Recycling Day 2023
Tomorrow is Global Recycling Day, an international event celebrating the importance of recycling…
26th Jan 2023
Veganuary 2023
Veganuary has become one of the most well-known campaigns in food. Born out of the ethos of…
05th Dec 2022
International Volunteer Day 2022
Today is International Volunteer Day, an event celebrated worldwide to thank volunteers for their…
30th Nov 2022
Wrap Up London 2022
Wrap Up is a project run by various Rotary Clubs working in partnership with Hands On London to…

Whitepapers

Do you own PFIC investments?

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…

Investing in US Mutual Funds can damage your wealth

US investors have pretty much engaged in a love affair with mutual funds, closed-end funds, money market funds, and exchange-traded funds (ETFs). All these investment vehicles provide access to a…

Planning for a Property Purchase as a US person in the UK

As with other financial decisions, Americans often have additional areas of consideration when purchasing a property in the UK. Within this whitepaper, we discuss these areas in greater detail.…