.

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

The Brexit Update

by Thomas Quinn on Sep 11, 2020

With 112 days until the end of the Brexit transition period and 34 days until the EU summit, where the deal is supposed to be approved, the clock is certainly ticking!

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Economic Predictions Are Worthless

by Richard Taylor on Sep 10, 2020

Bear with us on this one! In this video we look at a couple of famous quotes and explain that predictions on the economy and the markets subsequently result in actions taken that work against our best interests.

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