Did you transfer to the USA with your job or to be with your partner? Have you decided that this is where you will be living for the foreseeable future?
If you answered yes to both of these questions, you are not alone. There are an estimate one million British nationals living in the USA today and many spend their time between both countries as work or personal lives dictate.
As changes to tax laws in both countries push for greater transparency, and as more people consider themselves international, rather than national, there is a growing requirement for financial and investment advisors to take account of multiple tax and reporting jurisdictions. Whether your concern is meeting future retirement liabilities in multiple currencies or simply ensuring that your investments are tax efficient in both jurisdictions. Our dual qualified US/UK financial advisors are well placed to help you with your US/UK long-term financial planning.
Let us know how we can help you prepare for your future by contacting us on +1 215 298 9042 or email us at contact@TanagerWealth.com.
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