Financial Planning is crucial for American families abroad, as so many of the usual tax-efficient tools for savings are not available to US taxpayers.
Saving for Retirement
This includes understanding both the US Social Security system and the UK State Pension. We can guide you on how to utilise both US savings tools such as IRAs or 401(k)s and British vehicles such as ISAs.
Most of our clients will have a combination of both US and UK pension plans. We can help you create a plan that accounts for the differences.
Having Children and Saving for Education
Many of our clients want to save for their children’s university education. Unfortunately many of the new tools in the US and UK are not yet available to transatlantic investors. We will help you find the best solution to save for your children.
Succession & Estate Planning
Many of our clients want to give some of their wealth to their children and also to charity. We will help you plan your estate, taking in to account inheritance tax rules in both the US and the UK.
Buying a Home
How real estate is taxed is quite different in the US versus the UK. We will help you navigate overseas and second home purchases and also help you find the right lenders. Please note, Tanager is not a mortgage provider.
During times of change, financial planning comes into focus. Tanager can help you through difficult times such as bereavement and divorce, and can help you navigate the myriad of different rules in the US & the UK.
Get in touch
We provide a comprehensive Financial Planning service for transatlantic households.
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.
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