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…
14th Mar 2023
Importance of Working with USA Advisors in the UK
Within the latest edition of the American in Britain magazine, Ollie Cutting, Wealth Manager,…

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…