We help globally mobile American clients who appreciate advice on planning and building a solid financial future.

We help a varied cross-section of trans-Atlantic households:

  • Couples in mixed nationality marriages
  • Partners at professional services firms
  • Trusts with US beneficiaries
  • Executives of multi-national companies
  • Entrepreneurs growing their business
  • Professional advisors with US clients

There are numerous challenges you face as a US tax payer that can be managed with the advice we provide.

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