Tanager Talks

We are now in the final weeks of a very eventful year and before everyone settles in for the holidays we would like to provide some end of year financial planning pointers for American tax [...]

By David Costello, Financial Advisor and Partner Everyone loves a surprise. However, retirement income planning, unsurprisingly, is a place where most people want to limit or remove the element [...]

In this Tanager Talk, social scientist and international migration expert, Dr. Amanda Klekowski von Koppenfels, puts overseas Americans under the microscope. Drawing on research that involved [...]

Art appraisals can be an important part of tax and estate planning as well as a means of protecting one’s art investment. In this Tanager Talk, Jeremy Stone, an accredited senior appraiser with [...]

Fine wine expert, Renee Kuo likes to say that finance drove her to drink. During her time at Banc of America Securities, she was encouraged to “learn something about wine” so that she would order [...]

For our inaugural Tanager Talks in 2013, we asked Lisa Montgomery, – “arguably the most sought-after college preparation consultant in the U.K.”, according to the Financial Times – to [...]

There is now one weekend left before US persons must complete their Foreign Bank Account Reporting (FBAR).  This is not a tax filing requirement. According to the United States Department of the [...]

Finding the right insurance cover can be difficult for expats who often have houses, cars and staff in more than one country. It needn’t be a problem according to Richard Grainger, Broking [...]

Cyber crime is big business; its growing fast and high net worth individuals are easy targets. In this Tanager Talk, Rory Innes, Head of Cyber Security for Salamanca Group, a Merchant Banking and [...]

As we approach the end of the UK tax year we are often asked how parents can help their offspring and mitigate their own potential inheritance tax liability. In a previous post, we discussed the [...]