Many Americans who live in the UK know that managing finances in two countries is not always straightforward. From filing taxes on both sides of the Atlantic to estate planning and everything in between – it can be a complex process.
In this series, Robert Paul, Partner in the US Family Office, and his panel of experts discuss the major issues that US expats need to navigate when living in the UK.
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Disclaimer: London and Capital Asset Management Limited and London and Capital Wealth Advisers Limited is authorised and regulated by the Financial Conduct Authority. The content of this recording is provided for information purposes only and is not personalised investment advice. All investments are subject to risks, consult your personal investment advisers before making an investment decision
To speak to Robert or a member of the US Family Office, please call
020 7396 3388 or email firstname.lastname@example.org
Robert is a Partner at London & Capital. He provides wealth and investment advice to US-connected private client families and trusts. He specialises in advising families on the structure and asset allocation of their investments within the complex tax regime of the US.
Robert has the Diploma for Financial Advisers, the Investment Management Certificate (IMC) and is an Associate of the Chartered Institute for Securities & Investment. In 2016, 2017 and 2018 Robert was named ‘Top Recommended’ for international clients in the Top 50 High Net Worth Wealth Manager section of the Spears 500 index and was named in PAM’s ‘Top 40 under 40’ in 2018.
The US expat guide to the UK Tax Year End
When a US tax year comes to a close, for Americans living in the UK it means it is time to put things in order for 5 April. When approaching the end of the UK tax year, here are four things Americans in the UK need to think about in terms of financial planning.
The US Culture of Giving
Philanthropy is a well-known part US culture. For US citizens living abroad, charitable giving has a number of pitfalls that require careful consideration and planning.
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