Americans in the UK

As an American living abroad your financial life is probably subject to many complexities. You may also be experiencing a reluctance from financial organisations to take you on. We are one of the few firms in the UK happy and able to provide you with the service you may be looking for.

We offer a family office fee-based approach that combines wealth management and specialist tax advice so that you can be sure you are making the most of your global financial position and reporting correct returns in the US and in the UK.

Our service includes:

  • An understanding of your unique challenges
  • An insight into the ever changing cross border investment and tax reporting landscapes
  • The ability to construct a ‘portable’ investment portfolio
  • International tax planning advice and tax reporting in the US and the UK
  • Administrative support
  • Foreign currency advice
  • Real estate advice
  • Business and employee benefits advice.


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