Who We Help
All of our financial advisors are American citizens living in the UK. They have a lot in common with you and inherently understand what it means to live a trans-Atlantic life.
We understand what being an American living overseas is like. Whether you came over to the UK on a two year rotation and never went home or the love of your life turned out to be British and there was no way you were going to settle in the USA; we all have something in common. No matter how many years you have spent outside the USA you will always be a US taxpayer. That brings it’s own complications and burdens, not least when it comes to financial planning.
Read here to learn more about how we help overseas Americans living in the UK.
Whether you are a US-based trustee with international settlors and beneficiaries or a non-US trustee who has beneficiaries who are US tax payers Tanager Wealth Management can advise on and implement tax efficient investment strategies and multi-jurisdictional reporting to assist you.
Read here to learn how we can help US and non-US trustees.
Legal and regulatory changes in the USA has meant that more and more American banks, custodians and investment houses are freezing or closing accounts held by non-US citizens with foreign addresses.
The biggest impact we have seen so far is on British nationals who spent a period of their working life in the USA and as a result have a US pension. Many US companies are no longer willing to work with such individuals.
Read here to learn more about how Tanager can help.
The chances are you have become, either intentionally or not, a US taxpayer. You may have lived in the USA for a sufficient number of years, you may have become a citizen or you may simply have a Green Card. It is likely you have no plans to return to the UK, but you left behind a panoply of pensions, ISAs, investment accounts, maybe a property or two.
No one tells you this – when you cross-over your assets are likely to become subject to US tax.
Read here to learn more about how we can help people like you.
How We Help
Adding value to US/UK individuals and families with a carefully tailored financial plan to help you understand and reach your life goals
Investment advisory services tailored for overseas Americans and other US taxpayers. We consider asset location, investment structure and underlying costs when constructing US/UK tax efficient portfolios for our clients
BIRD’S EYE VIEW
A portfolio review service for US investors living in the UK. A Bird’s Eye View report will review the structure, risk profile, investments and costs in your existing US portfolio
Philanthropy runs deep in our clients. From occasional gifts to regular contributions Tanager can work closely with your legal and tax advisors to help facilitate gifting between the UK and the USA
Who We Are
Americans Advising Americans
We are proud that our team of dual qualified financial advisors are also Americans living overseas. We want to help fellow Americans plan for a successful financial future rather than worry about US/UK financial issues. Call us on +44 (0) 20 7871 8440 to speak to one of our advisors.
We are here to help. As fellow American expatriates we understand the hurdles you need to clear to find peace of mind about your financial situation. Too much emphasis is placed on the negative aspect of being an American expatriate and not enough on simply enjoying your life. We focus on the positive and work with you and your advisors to map a path to financial success.
In this Tanager Talk, social scientist and international migration expert, Dr. Amanda Klekowski von Koppenfels, puts overseas Americans under the microscope. Drawing on research that involved hundreds of surveys and in depth interviews, her findings challenge many of the most common myths about American expats, including whether we should be using the term “expat” at all. Dr […]
Art appraisals can be an important part of tax and estate planning as well as a means of protecting one’s art investment. In this Tanager Talk, Jeremy Stone, an accredited senior appraiser with over 30 years experience in the Modern, Post-War & Contemporary art market provides a master class in valuing art that is essential […]
Fine wine expert, Renee Kuo likes to say that finance drove her to drink. During her time at Banc of America Securities, she was encouraged to “learn something about wine” so that she would order the right bottle when entertaining clients. Little did she know this would one-day lead her to give up a successful […]
For our inaugural Tanager Talks in 2013, we asked Lisa Montgomery, – “arguably the most sought-after college preparation consultant in the U.K.”, according to the Financial Times – to help us understand the challenges of applying to US universities from abroad. Her interview remains one of our most popular Tanager Talks and you can listen […]
Finding the right insurance cover can be difficult for expats who often have houses, cars and staff in more than one country. It needn’t be a problem according to Richard Grainger, Broking Director of Centor Insurance and Risk Management. In this Tanager Talk, Richard debunks some of the common misconceptions surrounding insurance cover and explains […]
Cyber crime is big business; its growing fast and high net worth individuals are easy targets. In this Tanager Talk, Rory Innes, Head of Cyber Security for Salamanca Group, a Merchant Banking and operational risk management business, provides pragmatic advice on how to keep yourself and your family safe online. The Cyber Threat According to […]
It all started in Central Park. That’s where Liz and Dick Turner, a British couple on a posting to the United States, developed a passion for watching birds. Coincidentally, Central Park in the summer is one of the best places in the world for watching tanagers. From New York City, the Turners went on to […]
Here’s some good news for a change. US citizens living in the UK who pay taxes in both countries can receive tax deductions in both countries for charitable giving. In this Tanager Talk, Stuart Horwich, a founder and director of the Anglo-American Charitable Foundation, explains how. Stuart begins the interview by describing how gifting works […]
If you’ve ever asked yourself, ‘why did I eat that’ and don’t have a good answer, this Tanager Talk is for you. Dr Joan Ifland, a leading expert on food addiction explains how our brains react to refined foods, how these foods can harm us and what we can do about it. To begin, Joan […]
For the past 50 years, the lives of women and babies around the world have been saved and improved thanks to research supported by the UK-based charity Wellbeing of Women. Take this example. Pregnant women now are routinely advised to take folic acid to prevent birth defects. As a newly formed charity back in 1964, […]
Ever since psychologist Daniel Kahneman won a Nobel Prize for Economics in 2002, behavioral economics has been a hot topic in the field of financial advice and wealth management. But how should customers understand these insights and use them to make better decisions? In this Tanager Talk, we put this question to Alan Newman, a […]
International kids are different. Everyone who has raised these children – or been one – knows this to be true. In this Tanager Talk, we ask Mary Langford, Director of Langford International Education Consultancy and an expert on the issues facing globally mobile families, to help us understand what makes these children unique and how […]
- Travelling to the US? Make sure your passport is up to date. https://t.co/bTcnxJ3DDN 2 weeks ago
- RT @wealth_mgmt : Why did no one ever advise Prince to create an estate plan https://t.co/heNlRWfIzE https://t.co/GuOlhLoJNY 3 weeks ago
- @ElizThomas11 Glad you found it useful - happy to help! 3 weeks ago
- Great article on the art market https://t.co/VcYjKAr7tf by our friend Ron Varney. 1 month ago
- This is a must read for anyone with ageing parents https://t.co/nMY9WlsGmE 2 months ago