03rd Aug 2021
The American: 5 Areas to Focus on in the 10 Years Before Retirement
Within the July-August edition of The American Magazine, Andrea Solana, Head of Advanced Planning…
04th Jun 2021
Prophesising your financial future
To pre-experience your financial future can be incredibly powerful. To have the visibility to know…

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…