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…
19th May 2023
Principles of Investing for American Citizens Living in the UK: Principle Three - Devise a Strategic Asset Allocation
A key principle for successful investing is devising a strategic asset allocation in line with your…
15th May 2023
Expanded US Retirement Savings Opportunities Within SECURE 2.0 Act
Within the latest edition of the American in Britain magazine, Andrea Solana, Partner and Head of…
04th May 2023
Principles of Investing for American Citizens Living in the UK: Principle Two - Structure Your Investments Tax Efficiently
As both the US Internal Revenue Service (IRS) and the UK’s HM Revenue & Customs (HMRC) can…
21st Apr 2023
Principles of Investing for American Citizens Living in the UK: Principle One - Create a Financial Plan
The first and one of the most important “principles” within this series is devoted to financial…
06th Apr 2023
Principles of Investing for American Citizens Living in the UK: Introduction
Kyle McClellan and Ollie Cutting, Wealth Managers at MASECO, have outlined a roadmap of some key…
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.…