Philanthropy is an integral part of your life.

Living abroad does not alter your commitment to give to worthy causes. Distance might make giving harder to organise but it does not deter.

From cash flow planning and budgeting to working with your legal and tax advisors, we will ensure that your philanthropic wishes are correctly planned for and provide maximum benefit to the causes you most care about. Whether you require a Donor Advised Fund, dual-qualified charity tax deduction or a private foundation, we can help find the right solution for you.

To discuss how Tanager can help you structure your giving please contact us on +44 (0) 20 7871 8440 or email us at contact@tanagerwealth.com.

HOW WE HELP

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 ADVICE

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 ADVICE

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