A dedicated service for trustees with US beneficiaries.

As a US and UK licensed firm Tanager Wealth Management can advise and assist US and non-US trustees on investments that are US and UK tax efficient to the beneficiaries. As part of our services trustees will receive:

  • Advice on US tax efficient investment portfolios for trusts with US tax payer beneficiaries
  • Bird’s Eye View portfolio review service
  • Administration only investment accounts for trustees who simply want to hold assets in custody and receive first class reporting
  • Probate asset holding service for executors of estates with US assets.

Let us know how we can help you by contacting 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