Have you ever wondered, “Could we be doing something better?”
We have developed the Bird’s Eye View service following feedback from clients asking this, just like you. The purpose of this service is to undertake a comprehensive review of an investment portfolio taking into account the following:
Our Bird’s Eye View report will provide you with an understanding of how your investment portfolio is functioning and what areas could be changed to improve the likelihood of meeting your family’s goals.
If you would like to discuss a review of your US investment portfolio please contact on +44 (0) 20 7871 8440 or email us at contact@TanagerWealth.com.
*Tanager Wealth Management does not provide tax advice. Separate advice should be sought from an appropriately qualified advisor.
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
Our intelligently constructed portfolios are designed for US expats and other US taxpayers. We consider asset location, investment structure and underlying costs when constructing US/UK tax efficient portfolios
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