11th Nov 2021
What goes up, must come…
"Inflation is back in the news again, but what is inflation? Generally speaking, when…
05th Nov 2021
Biden’s Economic Agenda: What’s in It and Why We Need to “Build Back Better”
"Some might say the chaos of the previous administration has given way to something refreshingly…
28th Oct 2021
2021 Autumn Budget Update
Yesterday, Chancellor Rishi Sunak, delivered his 2021 Autumn Budget and Spending Review with a…
19th Oct 2021
Rolling with the times
The value of your investment can go down as well as up – it’s a statement required by regulation on…
07th Oct 2021
How to Interpret the Inflation Headlines
Two years ago, the New York Times reported, “Federal Reserve officials are increasingly worried…
07th Sep 2021
The Plan for Younger Savers
Within the September-October edition of The American Magazine, Olivier Rident, Wealth Manager at…
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.…