01st Nov 2022
Find the needle or buy the haystack?
Nobel Prize-winning economist Harry Markowitz is famed for the phrase 'diversification is the only…
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…
22nd Apr 2021
Shout out for the Roth IRA
Rory Dorman, Partner and Senior Wealth Manager at MASECO, shines a proverbial spotlight on the Roth…
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…