If you are one of the million plus British or UK connected individuals residing in the United States, you probably have struggled to find financial institutions that cater to and understand your unique needs, especially if you have assets and interests on both sides of the pond and potentially other jurisdictions.
We understand the special relationship between the UK and the US, and we offer a personalized service that caters to the management of both UK and US retirement assets. Our holistic approach takes into account relevant cross-boarder regulatory restrictions (and opportunities) striving to bring together the best of both worlds under one roof.
We can cater to your family needs to help you work toward your holistic retirement and financial planning goals. We pride ourselves on providing what we believe is unrivalled customer service and competitive fees.
For UK-connected individuals residing in the United States, managing UK pensions can pose unique challenges and opportunities....
For UK-connected individuals residing in the United States, managing UK savings can pose unique challenges and opportunities....
Life insurance serves as a financial safety net for your beneficiaries in the event of your death, however, for UK-connected individuals residing in the U.S., the life insurance landscape can be quite different...
Cross-border estate planning is particularly complex for UK-connected individuals residing in the United States...
For UK-connected individuals living in the United States, planning for inheritance tax can be a particularly complex affair...