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…
02nd Sep 2021
Retirement Rule 1: Don't Run Out of Money
Of all the financial challenges and concerns that we face over our lifetimes, avoiding running out…
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
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.…