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
Reading Time: c.6 mins
Last week, as you no doubt heard, Bernie Madoff passed away, bringing a form of closure to the notorious scandal associated with his name. That is, the biggest Ponzi Scheme in history.
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.
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.