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 [...]

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 [...]

Here’s some good news for a change. US citizens living in the UK who pay taxes in both countries can receive tax deductions in both countries for charitable giving. In this Tanager Talk, Stuart [...]