Whitepapers

Top Tips for Personal Finance

As an American living in the UK, almost nothing related to your financial affairs is easy. The consequences of seemingly simple decisions - such as how to pay for a new home or purchase a mutual fund - may create unnecessary tax charges and complexities. 

Considerations for US citizens taking UK pension distributions

As an American living in the UK, there are several considerations when taking distributions from your UK pension. Within this whitepaper, we discuss some of these options in more detail. 

5 C's of Lending

When it comes to lending money, it is essential to have a set of criteria that you use to determine whether or not a loan is a good idea. This criteria will help you assess the risk of default and make sure that you are lending to people who are likely to repay the loan.