.

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

Here Richard, CEO discusses the company investment philosophy and the 3 pillars at its core.

What you hear in the video has been central to a number of calls at T&T in the past 12 weeks. Rightly so clients and prospects alike want to understand what we're doing at this time and the merits behind how we manage their money.

Transcript

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Do Not Review Your Investments

by Richard Taylor on Jun 1, 2020

If you're aged between 45-65 then this 2-minute video is for you.

February and March were tough months to sit idly whilst your 401k / UK Pension / QROPS felt the effects of the global sell-off. At that time an adviser worth their salt should have told you to stay the course and stick to your investment plan.

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Substance Over Stories

by Richard Taylor on May 21, 2020

Can you pick the winning stocks in this market?

This week our CEO discusses how investments can often have a compelling story behind them, but should they be believed? Richard draws on his own experiences and discusses what he's seen happen over the years with funds selling out-performance.

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