Author name: Lawrie Chandler

Case Study: How One Individual Maximised Cash Returns by Consolidating Funds

This case study explores how an individual with substantial cash holdings in various accounts consolidated their funds into one platform to achieve better returns, avoiding the low interest rates and fees associated with traditional bank and stockbroking accounts. To consolidate cash savings into a single platform offering better returns than traditional banks and avoid the […]

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Case Study: Strategic Retirement Planning for a Dual-Income Business Owner

This case study examines how a business owner effectively took profits from their company while simultaneously saving for retirement through both company contributions and personal contributions from a secondary PAYE job. Personal/Financial Situation: The client is a business owner who also holds a secondary job where they are paid through PAYE. They wanted to take

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Case Study: How a US-UK Family Secured Their Children’s Financial Future with ISAs

This case study explores how a US person, married to a British man and living in the UK, successfully set up ISAs for their children despite initial online reading suggesting it was impossible due to their Children holding US passports. The couple wanted to start saving for their children’s future through ISAs but were previously

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Clear(er) path to clients getting money from Brite Advisors

During May, lots of details came out showing what was happening with Brite Advisors’ receivership, and June’s court orders have provided instructions to interested parties on what to do. The court’s specific instructions now present a clearer picture of a route to beneficiaries receiving their cash, but some beneficiaries may be more complicated due to

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Brite Advisors liquidation: May 2024 Progress for Members and Beneficiaries

Brite Advisors Pty Ltd (In Liquidation) (Receivers and Managers Appointed) has been under significant scrutiny and legal proceedings since early 2024. The ongoing liquidation and receivership process involves managing the Client Assets under Management (Client AuM) and addressing the interests of the Beneficiaries and Trustees involved. The progress made in May 2024 highlights several critical

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A collage depicting diverse individuals, including a shop floor worker, a corporate executive, and a family, all engaging with various global investment options. Small, detailed icons of stock charts, bonds, and world currencies are interspersed throughout the image. The background merges residential and urban landscapes, representing a broad socio-economic spectrum. The style is vibrant and inclusive, using warm colors to evoke accessibility and a personal connection to finance

Investment Strategies Offered by Edale for US Persons

With a growing US client base, we have developed more strategies that, following a discovery and financial planning discussion, we map to individual clients to help them be invested within their aims and objectives. This fully guided process, without a minimum portfolio size, is truly accessible for those from the shop floor to the boardroom.

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US / UK citizens invest without the hurdle of a minimum portfolio size

Edale is committed to making investing accessible by removing common barriers, such as minimum investment requirements. This approach allows even new investors to enter the market with ease. However, it’s important for investors to stay informed about the costs associated with different financial products. While no minimum investment can open doors for many, understanding the

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Guidance on reporting for our American SIPP for US Persons (USA residents/citizens)

Navigating the intricate landscape of international finance and taxation can be a daunting task for U.S. persons holding foreign pension accounts, such as the UK’s Self-Invested Personal Pension (SIPP). With the overlapping jurisdictions of U.S. and foreign tax laws, understanding the reporting requirements for SIPPs is crucial to ensure compliance and optimize financial strategy. This

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Navigating the Tax Maze: Strategies for American Expats Under the Scrutiny of the IRS and HMRC

The intricate dance between tax obligations in the United States and the United Kingdom for American expatriates presents a labyrinth of challenges. The complexity of balancing the Internal Revenue Service’s (IRS) requirements with those of Her Majesty’s Revenue and Customs (HMRC) can seem daunting, yet it’s a puzzle that, with the right expertise, can be

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