How we help
Take control of your finances anywhere
Navigating your wealth across borders can be complex but with the right guidance, it becomes a strategic advantage. Whether you’ve built your wealth overseas, in USA, or both, we specialize in creating a Global Plan that connects your overall financial picture. We take the time to understand your goals, residency plans, and cross-border obligations, allowing us to craft a holistic strategy that keeps your journey financially secured.
Whether you are emigrating or working overseas on a fixed-term contract, you may have left behind investments that carry certain tax advantages in one country but not in another. These mismatches can create complexity, inefficiency, and even unexpected tax liabilities. We offer a number of tailored solutions to help you restructure or reposition these assets, so your wealth continues working efficiently, no matter where life takes you.
Our approach focuses on aligning your investments, pensions, and savings across jurisdictions while using smart tax-deferral strategies to optimize global efficiency.
From American retirement planning to FATCA**, we ensure your plan is not only compliant but designed to grow and protect your wealth.
One example:
If you are a USA citizen living or moving overseas and have left behind a 401K or an IRA, then you may find some US pension providers will not want to continue holding your account. We have a legal, tax efficient solution with respected US providers.
** is the US Foreign Account Taxation Compliance Act
How we help
Crossing borders with confidence
Secure your future
More US financial institutions are asking their US expat clients to move their pensions away, as they’re less willing to manage accounts for overseas citizens. This can make handling your pension funds tricky. We provide a home for your US pensions, keeping them in the US but professionally managing them on your behalf.
Grow your wealth
No matter whether you intend on returning to the US or retiring in the UK, we offer IRS compliant investment solutions in either British Pounds or US Dollars. The service includes investment management and reporting that allows you or your accountant to provide the IRS with all the required information for calculating tax.
Overcome obstacles
FATCA laws are likely to affect you at some point, so stay ahead by partnering with us. We help you understand the tax implications of moving your hard-earned money. Plus, we keep any new investments FATCA friendly, so they aren’t deemed to fall into Passive Foreign Investment Company legislation – all of which we’ll explain in detail.
Watch and listen
Real experiences, just like yours
of clients believe working with us has helped or will help them achieve their financial goals
who answered definitively said they'd recommend us to a family, friends, or work associates
of those who said they'd recommend us said they have done so already in the last 12 months alone