Investment View

The Capital Company Second Quarter Review

July 2020 As things stand today, there are many encouraging signs of a rapid economic rebound around the world, but uncertainties also abound. Federal Reserve Chairman...

Top Planning Tips for Americans Abroad

The financial planning needs of Americans living abroad are often very complex. While these can vary dramatically between families, we’ve compiled a top ten list…

Americans Aboard: Key Guidelines for Investing and Planning

Americans and green card holders living outside the U.S. face unique challenges. The global taxation that is applied to income, assets, and estates creates complexity…

Planning for Future Education Expense

Families that intend to send their children to U.S. universities for higher education face significant and rapidly increasing costs. The U.S. remains one of the…

A Guide to International Estate Planning for Cross-Border Families

If you are a US person living abroad or have a US spouse, have a green card or even invest within the US, there are…

Getting Important Decisions Right: 10 Retirement Planning Pitfalls to Avoid

Planning for your eventual financial freedom – where you live off your assets rather than your income – is one of the crucial tasks that…

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…