Upcoming Event - London Seminar

GLOBAL US CITIZENS
ESSENTIAL FINANCIAL PLANNING

Coordinate your investments, pensions and tax affairs across the US and the UK

Join International Financial Planner, Jamie Tulip [Adv DipFA PETR] at this practical evening session, hosted at 88 Wood Street overlooking the Thames, to explore:

Investments in the US and UK
Key considerations when holding investments across both countries, including the potential US tax and reporting implications of PFICs.

US Retirement Accounts
Key considerations of what to do with your 401(k), IRA and other US pensions while living abroad.

UK Pensions & Retirement Income
Key considerations when coordinating UK and US retirement arrangements and drawing retirement income.

Tax & Reporting
An introduction to common US tax and information reporting considerations for US citizens living in the UK.

Planning for the Future

What changes if you return to the US or move elsewhere?

i📍 iiiiiCANACCORD WEALTH LONDON OFFICE - 88 Wood Street, London EC2V 7QR

📅iiiThursday, 24 September 2026

🕔iiiii6.15pm - 8.00pm
iiiiiiiii(Registration from 5:45pm)

After the presentation, there will be time for further questions and discussion over drinks and canapés.

This event is for general information only and does not constitute personalised investment, tax or legal advice. Tax treatment depends on individual circumstances and may change. The value of investments can fall as well as rise, and you may not get back the amount invested.

Who should attend?

US citizens and dual-nationals living in the UK
Professionals, executives and business owners with assets in both countries
Anyone with US retirement accounts, UK pensions or cross-border investments.

Register to attend

E-Guides

Download these complimentary E‑Guides for valuable insights into some of the wealth management and financial planning challenges facing US citizens resident in the UK - which will be addressed at the session.

View all our E-Guides

Financial Planning for US Expats in the UK

For American expatriates residing in the United Kingdom, navigating two tax jurisdictions, two types of pension schemes, two types of state pension, and differing investment regulations can be extremely complex. 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.

If you're an American expatriate residing in the United Kingdom, 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 ensure that your savings remain optimised, compliant, and secure - whether you stay in the UK or return to the US.