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.
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
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
Resources & Blog
We have been speaking with former UK residents and Brits across the USA for a combined 10 years now, in this video we discuss the number 1 question we hear most.
Currency, and more specifically GBP Vs USD, is a big topic for our clients. The days of 2:1 (GBP:USD) look a distant memory and following the Brexit decision the majority of people we speak to have a reluctance to move money to USD. Here Richard discusses the currency pairing broadly and the factors affecting the relative GBP weakness and USD strength.
We speak to Brits living across the US each day at Taylor & Taylor USA. Here Thomas lists the 5 mistakes we hear most. If you live UK and now reside in the US, there are a number of nuances and specific challenges you face in light of having pensions, property, passports from two countries.