Frequently Asked Questions
Providing advice to transatlantic families can be complicated. Here we try and address some of the questions we are commonly asked.
Questions?
Yes. Tanager Wealth Management is authorised and regulated in both the US and the UK to provide investment management services. We do not hold client money or assets, preferring to outsource custody to large, stable custodians in both countries.
We charge an ongoing fee based on the amount of assets that we are advising on and managing. Our investment management fees are subject to VAT for UK residents. We do not take commissions from third parties.
We charge a minimum fee of $6,500 per annum. Families with less than $500,000 may wish to work directly with a specialist tax advisor to ensure they are reporting their taxes correctly before considering making investments.
No, Tanager is not authorised or regulated to provide tax advice in the UK or the US. We strongly recommend that our clients work with US and UK qualified tax advisors with experience of both jurisdictions. We are well connected to the leading practitioners in both the UK and the US and are pleased to make introductions as appropriate.
Yes, Tanager can advise on US and UK pensions. UK pensions are highly regulated and care should be taken when reviewing pension transfers. Tanager has an experienced Financial Planning Team that undertakes detailed research on existing UK client pensions and our Client Service Team is adept at implementing and managing pension account consolidation.
Yes, Tanager is registered with the SEC as a Registered Investment Advisor and is able to work with households resident in the United States, including households with legacy UK pensions.
Secure your financial future
Our team of experts are ready to discuss your financial future.
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.
