Regulation

Tanager Wealth Management LLP (“TWM”) is authorised and regulated by the Financial Conduct Authority and is an SEC Registered Investment Advisor. Registered office The White House, Mill Road, Goring on Thames, RG8 9DD. Registered in England and Wales, company no. OC377053.

Risk Warnings

Such information or any opinion expressed on this site should not be regarded as an offer or as a solicitation of an offer by us or any of our associated companies to buy, sell or otherwise deal in any particular investment. The information on this site is believed to be correct but cannot be guaranteed.

Certain investments carry a higher degree of risk than others and are, therefore, unsuitable for some investors. Past performance is not a reliable indicator of future results. The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your initial investment. Where an investment involves exposure to a foreign currency, changes in rates of exchange may cause the value of the investment, and the income from it, to go up or down. Tax treatment depends on an investor’s individual circumstances, and may be subject to change. TWM does not provide tax advice. Investors should consult their own tax advisers in order to understand any applicable tax consequence.

Website Content and Copyright

The entire content of this website is subject to copyright with all rights reserved. By using the pages of this website, and/or by reading the material within it, you agree that you will use the information only for your internal business or personal purposes and that you will not otherwise download, copy, transmit or distribute in any way any of this material in whole or in part.

Hyperlinks

This Website may contain links to other websites. Such websites may not have been reviewed and are provided for information only. By clicking on such a hyperlink, you will leave this website and the regulatory and legal protections that attach to certain pages herein. TWM assumes no direct or indirect responsibility for the content of such websites and disclaim liability to the extent described below. You should be aware that you use any websites linked to this website and the content of those websites at your own risk.

Limitation of Liability

TWM accepts no liability for any direct or indirect loss or damage, foreseeable or otherwise, including any indirect, consequential, special or exemplary damages arising from the use of this website or any content or from the use or content of any website linked to this website. You should be aware that you use the website and its content at your own risk.

Linking this Website

You may not place a link to this website on other websites or in any other digital or physical media without the express written permission of TWM.

Disclaimers

The information contained on this website is based on materials and sources that we believe to be reliable, however, TWM makes no representation or warranty, either express or implied, in relation to the accuracy, completeness or reliability of the information contained herein. Neither TWM and its affiliates nor its employees shall have any liability whatsoever for any indirect or consequential loss or damage arising from any use of this.

TWM does not make any warranties, express or implied, that the products, securities or services advertised are available in your jurisdiction. Accordingly, if it is prohibited to advertise or make the products, securities or services available in your jurisdiction, or to you (by reason of nationality, residence or otherwise) such products, securities or services are not directed at you.

Jurisdiction

This website, and all matters arising from it, shall be governed by and in accordance with English law. All users agree to be subject to the exclusive jurisdiction of the English courts.

HOW WE HELP

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 ADVICE

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 ADVICE

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