Lawyers, Accountants & Trustees with US connected clients
Tanager Wealth Management works alongside many other professional advisors who also specialize in helping US-connected households. We have worked hard to build our reputation and are grateful that other professionals are prepared to trust their clients’ financial planning and investment management to us.
We regularly work with private client and family lawyers who have transatlantic clients. We also collaborate with corporate advisers who are working with business owners to exit their firms. We can help your clients plan for succession or retirement by putting a strategy in place tailored to their needs.
US Citizens need to file their US tax returns every year. Those that have chosen to live outside the US may also need help with local taxes. We regularly refer our clients to specialist tax advisors who can help with US and local filings as well as provide more specific tax advice for areas such as estate planning, business exit/IPO, international pension planning and home purchase to name a few.
Tanager generates tax reporting for UK resident clients that provides UK tax advisors with information on income and gains in respect of their US located investment accounts.
Trustees with US beneficiaries
Whether you are a US-based trustee with international settlors and beneficiaries, or a non-US trustee who has beneficiaries who are US taxpayers, Tanager can help you implement US tax efficient investment strategies. We also provide multi-jurisdictional planning and reporting for international families.
Our services to trustees include:
- Advice and investment management of US tax-efficient investment portfolios for trusts with US taxpayer beneficiaries
- Tanager Overview portfolio review service
- Probate asset holding service for executors of estates with US assets.
Get in touch
We work alongside other advisors who help US households
How we can work together
Adding value to US/UK individuals and families with a carefully tailored financial plan to help you understand and reach your life goals.
Discretionary investment mangement 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.
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.