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Good planning starts with good information. This space brings together practical insights, financial education articles, and other educational resources to help you build clarity around your financial life. From retirement and estate planning to tax, investing, and business strategy, our articles are here to help you make more informed decisions.
How to Choose the Right Cross-Border Wealth Manager
For UK expats living in the United States or Americans with financial interests in the UK, cross-border wealth management is anything but straightforward. Two tax systems, competing regulations, and currency…
Can You Still Contribute to a UK Pension After Leaving the UK?
Many expats are surprised to learn that their UK pension doesn’t just freeze the moment they move abroad. In fact, under certain conditions, contributions can continue for several years. Here…
Currency Strategies for Cross-Border Investors: Reducing Risk in UK-US Portfolios
For high-net-worth UK expats living in the United States, currency exchange is more than a technical detail. It is a key driver of portfolio performance. Shifts in the pound-to-dollar exchange…
Transferring a UK Inheritance to the US: Key Planning Points
For many UK expats living in the United States, receiving an inheritance from the UK can raise complex financial and tax questions. While an inheritance may be a welcome addition…
9 End-of-Year Financial Planning Tips to Finish Strong
Teaching your kids and grandkids about money is one of the best investments you can make. Good money habits early on will help those you love face financial challenges in…
Can You Transfer Your UK Pension to a 401(k)?
One of the most common questions UK expats ask after moving to the United States is whether they can transfer their UK pension directly into a 401(k) or IRA. At…
Raising Financially Independent Children
Teaching your kids and grandkids about money is one of the best investments you can make. Good money habits early on will help those you love face financial challenges in…
SIPP Transfers for UK Expats in the US: What You Should Know
For UK expats now living in the United States, managing retirement savings across borders can be complex. Many individuals have one or more pensions left in the UK and want…
Selling UK Property and Moving the Proceeds to the US
For many UK expats now living in the United States, property in the UK is one of the most significant assets they continue to hold. Deciding to sell that property…
QROPS vs SIPP: What UK Expats in the US Need to Know
For many UK expats now living in the United States, one of the biggest financial questions is what to do with a UK pension. Two of the most common options…
Key Considerations Before Making a UK Pension Transfer
For UK expats living in the United States, transferring a UK pension may sound like a way to simplify retirement planning. But in many cases, a transfer may come with…
How the US Taxes Your UK Pension
UK expats are often surprised to learn that their UK pension is still subject to tax in the United States. While the pension was earned abroad, the US may still…
How to Choose the Right Cross-Border Wealth Manager
For UK expats living in the United States or Americans with financial interests in the UK, cross-border wealth management is anything but straightforward. Two tax systems, competing regulations, and currency…
9 End-of-Year Financial Planning Tips to Finish Strong
Teaching your kids and grandkids about money is one of the best investments you can make. Good money habits early on will help those you love face financial challenges in…
Raising Financially Independent Children
Teaching your kids and grandkids about money is one of the best investments you can make. Good money habits early on will help those you love face financial challenges in…
What UK Expats Get Wrong About Taxes in the United States
Relocating to the United States comes with a long list of financial adjustments. One of the most common areas where UK expats run into trouble is understanding how taxes work…
Why Rebalancing Matters in a High-Net-Worth Portfolio
As your portfolio grows and evolves, so does the importance of regular oversight. For high-net-worth individuals, rebalancing is more than a routine task. It is a strategy that helps ensure…
How Compound Interest Builds Long-Term Wealth
Compound interest is one of the most powerful tools available for long-term wealth creation. More than just a mathematical concept, it is a strategy that allows your money to generate…
Integrating Medicare into Your Retirement Plan
Medicare plays a key role in long-term retirement planning, but understanding how it works takes time. As you approach age sixty five, it is important to get familiar with what…
Five Reasons to Have an Estate Strategy in Place
Creating an estate plan is not just about dividing assets. It is about protecting your wishes, easing the burden on loved ones, and preparing for both expected and unexpected events….
How Marginal Income Tax Brackets Actually Work
The US tax system can seem complicated, but understanding marginal tax brackets is one of the most useful concepts for financial planning. This knowledge can help you estimate your tax…
Choosing the Right Retirement Plan for Your Small Business
If you run a small business, offering a retirement plan can help attract and retain employees while also supporting your own financial future. Choosing the right plan depends on your…
Key Ages That Can Shape Your Retirement Strategy
Certain birthdays after age 50 come with financial implications that can impact your retirement timeline, tax planning, and benefit eligibility. Being aware of these milestone ages helps you make informed…
Using Grantor Retained Annuity Trusts (GRATs) to Transfer Wealth and Minimize Taxes
Grantor Retained Annuity Trusts (GRATs) offer a strategic way to transfer future asset growth to your heirs while managing or eliminating gift taxes. While the structure has been around for…
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