.

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 #1 Question We Hear Most

by Thomas Quinn on Jul 29, 2020

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.

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GBP Vs USD

by Richard Taylor on Jul 17, 2020

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.

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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.

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