Blog

The Family: What to do Upon the Death of a Family Member

The death of any person with cross border assets and family members is especially challenging. Many foreign countries impose worldwide inheritance taxes and may...

How We Support Entrepreneurs: Support, Planning and Guidance

We provide a comprehensive planning service for entrepreneurs at every stage of their venture, including providing very early support and planning around business set up...

Charitable Giving for Americans Living Abroad

Developing a formal strategy around your giving can be an important part of your financial plan. As the tax rules can change, regularly reviewing...

Basics on Cryptocurrencies

Have you caught cryptocurrency fever, or are you at least wondering what it’s all about? Odds are, you hadn’t even heard the term until recently....

How to Talk with your Beneficiaries about your Estate Plan?

Estate planning always has one common goal. This goal transcends levels of wealth, nationality, and demographics. The main goal should always be: to thoughtfully and...

Top Ten Tips for US Expatriates

We provide a comprehensive planning service for US families who reside outside the US or who have international interests and assets. Those needs are often...

Helping You Invest Successfully with Evidence Based Investing

It is crucial for everyone to have a sound financial plan, especially when the markets are volatile. Over the past decades, with the rapid development in...

Discretionary Trusts

A Discretionary Trust is typically set up for the benefit of an individual’s children or grandchildren. For a UK domiciled individual, the maximum that can be...

EIS relief

Enterprise Investment Scheme (EIS) relief can be a useful tool for clients that have UK Income tax or Capital Gains tax liabilities. The relief is a...

UK State Pension Voluntary contributions

For British Global Citizens the UK state pension can provide a guaranteed income component to an overall retirement strategy. To be eligible to receive the full...

UK Personal Pension

A UK Personal Pension is a tax effective way to save for retirement for UK tax resident individuals. It is ultimately a mechanism for deferring...

Family Investment Company

A Family Investment Company (‘FIC’) is a limited liability company incorporated for the purpose of holding private wealth, providing for succession and UK Inheritance Tax...

The Family: What to do Upon the Death of a Family Member

The death of any person with cross border assets and family members is especially challenging. Many foreign countries impose worldwide inheritance taxes and may apply…

How We Support Entrepreneurs: Support, Planning and Guidance

We provide a comprehensive planning service for entrepreneurs at every stage of their venture, including providing very early support and planning around business set up…

Charitable Giving for Americans Living Abroad

Developing a formal strategy around your giving can be an important part of your financial plan. As the tax rules can change, regularly reviewing your…

Basics on Cryptocurrencies

Have you caught cryptocurrency fever, or are you at least wondering what it’s all about? Odds are, you hadn’t even heard the term until recently.…

How to Talk with your Beneficiaries about your Estate Plan?

Estate planning always has one common goal. This goal transcends levels of wealth, nationality, and demographics. The main goal should always be: to thoughtfully and…

Top Ten Tips for US Expatriates

We provide a comprehensive planning service for US families who reside outside the US or who have international interests and assets. Those needs are often…

Helping You Invest Successfully with Evidence Based Investing

It is crucial for everyone to have a sound financial plan, especially when the markets are volatile. Over the past decades, with the rapid development…

Discretionary Trusts

A Discretionary Trust is typically set up for the benefit of an individual’s children or grandchildren. For a UK domiciled individual, the maximum that can…

EIS relief

Enterprise Investment Scheme (EIS) relief can be a useful tool for clients that have UK Income tax or Capital Gains tax liabilities. The relief is…

UK State Pension Voluntary contributions

For British Global Citizens the UK state pension can provide a guaranteed income component to an overall retirement strategy. To be eligible to receive the…

UK Personal Pension

A UK Personal Pension is a tax effective way to save for retirement for UK tax resident individuals. It is ultimately a mechanism for deferring…

Family Investment Company

A Family Investment Company (‘FIC’) is a limited liability company incorporated for the purpose of holding private wealth, providing for succession and UK Inheritance Tax…