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

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.

However, there is something you can do, and Tom explains 3 benefits of doing so.

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.

In this video T&T President, Thomas Quinn, offers 5 useful tips to help you navigate the current recession.

Do you have enough money to ride through the 2020 Virus Recession?

Some of these principles may seem basic or straightforward, but that does not mean they're easy.

Transcript

We are trying something new this week. We are often asked "what are your other clients doing right now?", so we though we'd record us discussing just that.

We hope you enjoy:

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Reading Time: c.6 mins

We’ve all absorbed a lot of news over the last 8 weeks. This email will not mention our thoughts on the pandemic, the flattening of the curve, ventilators or a shortage of PPE. Instead over the next 10 minutes of your life we will cover: 

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So, it finally happened – the UK officially left the EU last month.This surely means the worst is behind us and we can crack on with the rest of our lives, right?!? Not exactly. In our opinion, all that has changed is that we know with certainty that Brexit is going to happen. And if Boris Johnson sticks to his election pledge, then December 31st 2020 will be the exit date and crunch time for the future UK/EU relationship. 

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What were the news cycles - and the themes driving the market - in 2019? As I write this I struggle to  recall all the stories; the front-pages; the soundbite headlines that hourly came vibrating through my phone. As each market or political commentator reacted in (usually) faux awe and astonishment to that minute’s news cycle ‘breaking news’, I remember a blur of scandal, geopolitical woes, trade tensions, hurricanes, a blazing Notre-Dame and a Greta Thunberg.    

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This guest blog has been written by James Cassidy, CPA, International Tax Consultant at Shulman Lobel (who is also the author of: Reporting Your UK Pension / QROPS and Non-U.S. Assets). As an early holiday gift, on December 19, the Senate passed the “Setting Every Community Up for Retirement Enhancement” Act (“SECURE Act” or “Act”), which was signed into law by the President on December 20. The SECURE Act expands opportunities for individuals to increase their savings and makes administrative simplifications to the retirement system.    

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What does T&T USA really do for clients? Why do people hire us?  It all comes down to this: Our clients achieve better outcomes as a direct result of working with us.  Now, this can be across a huge range of outcomes, both qualitative and quantitative, and will be different from client to client.  For some clients this might be peace of mind that they are working with an advisory firm who specialises in British expats and can help them avoid some of the potential pitfalls.