09th Mar 2022
Preparing for the New UK Tax Year
Within this article, Henry Findlater, Partner and Senior Wealth Manager at MASECO, offers his…
09th Feb 2022
When is it a good time to do pre-divorce planning?
Reflecting back on Divorce Day, George King, Senior Wealth Manager, discusses pre-divorce financial…
27th Jan 2022
New Year, New Opportunities
Within the January-February edition of The American Magazine, Emma James, Senior Wealth Executive…
13th Jan 2022
UK Trust Registration
Andrea Solana, Partner and Head of Planning, features in The American Magazine explaining the…
24th Sep 2021
A Financial Planning Opportunity - Maximising Your UK State Pension
Although receiving the UK State Pension is unlikely to materially change an individual’s lifestyle…
14th Sep 2021
The Importance of Retirement Preparation for Women
Retirement Planning in general has come into greater focus in the last thirty years with increasing…

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…