.

For British Expatriates

Specialist cross border financial planning and investment management for British expatriates living anywhere in America

Learn More Contact Us

For British Expatriates

Specialist cross border financial planning and investment management for British expatriates living anywhere in America

Learn More Contact Us

For British Expatriates

Specialist cross border financial planning and investment management for British expatriates living anywhere in America

Learn More Contact Us

Services

Cross-Border Financial Planning

This is the heart and foundation of our service proposition to our clients. Through our "Life-Centered Financial Planning" approach, we aim to bring clarity and understanding.

UK Pensions / SIPPS / QROPS

We are a comprehensive Lifestyle Financial Planning firm who specialise in British expatriates living in America and regularly advise on UK pensions

US-UK Investment Management

We manage client assets in a variety of vehicles, both US and UK based, as part of their overall financial planning. We keep it simple. As simple as possible.

The Best of Both Worlds

 

Taylor & Taylor USA

 

British expats, just like all our clients, we believe that this, along with our genuine commitment to offering a financial planning service whose value far outstrips the cost, and deep technical expertise in relation to our client niche (British expats in America), is what gives us the right to state that we are the best place for any fellow British expat to seek quality advice and make the most of their time in America - and life in general.

 
 

The original T&T - Chris on the right and Ross on the left. T&T UK began life in 1993 in Bolton, where it still operates today. The business is in the process of being transitioned to Ross who made a career switch from EY, where he had qualified as a Chartered Accountant in their Tax Division, and joined Chris in 2016. 

Resources & Blog

Reading Time: c.5 mins (Updated February 2021)

This is a question we are regularly asked and that we will now seek to answer, or at least help point you in the right direction. First of all, what are we talking about? To receive the full UK state pension an individual needs 35 years of qualifying contributions (see our earlier blog). If you have less than 35 years and more than 10 (which is the minimum required to qualify for anything) then you will receive a proportional pension. 

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British Expat in the USA: UK State Pension 1

by Richard Taylor on Feb 17, 2021

Reading Time: c.7 mins (Updated February 2021)

We often find that British expats are surprised to discover they still qualify for a State Pension (SP) in the UK. If you worked in the UK for at least 10 years (and paid National Insurance contributions during that time) then you will qualify for the SP, in most cases even if you “opted out” as part of your workplace pension.  

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