With the holiday season fast approaching it is important not to overlook essential end of year financial planning tasks. Tanager Partner and Financial Advisor, Abbas Somji provides a helpful overview here.

And as another busy year at Tanager draws to a close, now is a great time to remind you that we have lots of new insights, initiatives and news to share with you.

Financial Market Updates

Based on feedback and demand, from January 2024, we are introducing a quarterly Market Update webinar exclusively for our clients. These regular updates are part of a program to increase our communications with our clients and allow them to directly ask Tanager questions which may be concerning them.

Kristopher Heck, Managing Partner and Chief Investment Officer and Sam Lees, Senior Portfolio Manager will be our speakers for the program.

Tanager Talks Webinars

Our Tanager Talks webinar program continues into next year. Designed to introduce to transatlantic households some of the challenges of managing a cross-border financial life we cover topics such as:

• Financial Planning and Investments for US Citizens in the UK 
• UK Pensions for US Residents
• Things to Know Before Moving from the US to the UK

Please do share with anyone you think may be interested. Signing up is very easy and a webinar recording is shared even if the actual event is missed.

Find out more here.

Insights from our Financial Advisors

We have lots of new insights to share with you to guide you through the complexities of transatlantic wealth and help you make informed decisions for a secure financial future. Explore some of our recent articles here:

Year End Tax Planning Considerations

Setting up your Financial Life in the UK

Do my US Investment Accounts matter now that I live in the UK?

Transatlantic Women’s Wealth

This summer we launched our Transatlantic Women’s Wealth programme which has entailed a series of in-person seminars and webinar sessions hosted by our female Financial Advisors. The group has been designed to empower American women living in the UK by building financial knowledge and creating community. So far we have covered the topics of: ‘Setting up your Financial Life in the UK’ and in November we are hosting ‘Marriage and Children in the UK’.

If you would like to attend the webinar, please sign up here.

For more information about Transatlantic Women’s Wealth, click here.

If you have any further questions, please contact the Transatlantic Women’s Wealth team at women@tanagerwealth.com.

Tanager Team News

As we continue to grow and build our team to support our growing number of clients, we are pleased to confirm the following new hires:

Kamil Ochnia – Financial Planning Team – Apprentice Paraplanner

Kamil joined Tanager at the beginning of August 2023 as our first employee on a Government Apprenticeship scheme. He is an Apprentice Paraplanner fresh from graduating from Queen Mary’s University of London, where he studied Maths and Stats. Kamil’s keen interest to gain valuable experience in the wealth management industry is supported by the dynamic environment facilitated by Tanager and his time will be spent supporting our Financial Advisors.

Luke Harrison – Investment Team – Technology Consultant

Joining in 2023, Luke is a seasoned professional who has spent over a decade immersed in the world of wealth management. Specializing in supporting US private clients, he holds the Chartered Financial Analyst® designation and completed the Series 65 exam. Luke’s background includes senior positions in London and Zurich based wealth management firms, as well as a BSc in Economics and MSc in Politics and International Relations. At Tanager, Luke’s role revolves around fortifying the investment team, focusing on the seamless integration of technology across the firm.

Olivia Taylor – Compliance, Operations and Marketing Team – Digital Marketing Associate

Olivia is a recent Marketing graduate from Newcastle University and serves as a Digital Marketing Associate at Tanager Wealth Management. Her interest to gain valuable experience in the industry is supported by the dynamic environment that is facilitated by Tanager. She is committed to enhancing the firm’s digital presence and engaging clients, which is evident in her day-to-day efforts.

Goodbyes

We said a sad goodbye to Millie Hague and Natasha Parkes in recent months. We wish them the best of luck in their new roles!

Celebrations

Congratulations to our Tanager Partner and Financial Advisor Kyle Pettigrove and his wife on the birth of their first child, Parker Pettigrove, in August.

Tanager In The Community – The Soup Kitchen

Every month, two members of our team volunteer at The Soup Kitchen. At Tanager we believe it is important to give back to our local community. Here are some pictures of some of the team taking part during the lead up to Fall: