The resource for international American families

The Roadmap Part 2: Tax

The Roadmap Part 2: Tax

The second article of the Roadmap is about US/UK Tax. “Don’t let the tax tail wag the investment dog,” in other words don’t let tax decisions drive your investment choices. But what if your dog has two tails and they’re waggling in the opposite direction?...
US expat guide to the 2022 UK tax year end

US expat guide to the 2022 UK tax year end

As one deadline passes, another approaches. At least that is the case for American citizens living in the UK. Just as you exhale after the US deadline, it’s time to begin considering end of tax year planning for your UK tax affairs before 5th April. Below is a...
Estate Planning for the Next Generation

Estate Planning for the Next Generation

There has been a lot of talk about the gift and estate tax exemption, currently $11.7m, being cut by half. Although nothing is guaranteed, we expect this to come into force as of 1st January 2022. If the allowance is not utilised before the end of the year, it will be...