US-Resident British expats and transatlantic households
We provide tax-efficient financial planning and investment management for transatlantic households living in the US.
UK Pensions in America
We work to simplify our US resident clients’ UK occupational and personal pensions by providing US focused solutions.
Transatlantic Financial Plans
We help clients achieve their financial goals and avoid unexpected problems, when their long-term plans need to consider both US & UK features. Those goals might be planning for retirement, either US-based, UK-based, or even splitting time in both countries. We can help with saving for children’s education, estate planning, gifting, inheritance, and business succession when family and assets are in both countries.
Manage Currency Risk
We help manage currency exposure when income, expenses and assets are in both the US and UK. We also help clients plan for the future when there is a mismatch between their currency of consumption and their investment or income currency.
How we can work together
Financial Planning
Adding value to US/UK individuals and families with a carefully tailored financial plan to help you understand and reach your life goals.
Investment Management
Discretionary investment management tailored to your specific needs as a transatlantic household.
Philanthropy & Giving
Living abroad does not alter your commitment to give to worthy causes. Being a US and UK taxpayer you will want to ensure you make the most of your gifts to charities in both locations.
ABOUT US
American-led financial advice for transatlantic households
Tanager is led by dual-nationals in Britain and the US that have lived internationally. We formed Tanager to guide you on your journey to a successful financial future.
Insights
News and insights from our team
Secure your financial future
Our team of experts are ready to discuss your financial future.