We work with you to build a US and UK efficient plan for your family’s future.
What does financial independence mean to you as an American expatriate living in the UK?
- What are your goals in life?
- What does money mean to you?
- What are the variables that can be adjusted to move you closer to financial independence?
- How prepared are you for the unexpected and how prepared can you be?
- Where do you plan to spend your retirement?
- What happens to your loved ones when you are not around?
There is no perfect financial plan. By its very nature to plan is to prepare for the future, yet no one can tell what the future holds. As part of our planning framework we provide our clients with a plan for tomorrow.
“If you fail to plan, you are planning to fail.” – Benjamin Franklin
Let us know how we can help you prepare for your future by contacting us on +44 (0) 20 3965 6330 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