Financial Planning for American Expats in the UK

This guide highlights the key issues you need to be aware of, the potentially costly pitfalls you need to avoid, and explains how our dual-qualified advisors can help you to create and manage your cross-border financial strategy:

• Are your investments US and UK compatible?
• US Pensions: Will they work for you in the UK?
• UK Assets: How will they work if you move back to the US?
• Investment Strategies: Avoiding pitfalls in a cross-border world
• Dormant US and UK Pensions: Why they need attention
• The importance of cross-border estate planning.

Your guide will explain the key potential risks and the opportunities available to you as an American expatriate residing in the United Kingdom, but does not replace the need for expert cross-border financial advice. Once you have received the guide, we'll follow up to answer any questions that you might have, and give you the opportunity to speak to a dual qualified international advisor.

Our dual qualified financial planners and wealth managers are dedicated to helping you optimise your assets by identifying the right cross-border solutions for you, dependent upon your unique circumstances.