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
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.…