Restricted Stock Units, or RSUs, are shares of stock that are granted to employees by US companies. With many American companies with UK subsidiaries, it’s common for stock awards to be part of the remuneration of employees. US-based employees sometimes transfer to work in the UK, so how are they taxed for those receiving these […]
RSU awards for employees and financial advice Read More »
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
Case Study: How One Individual Maximised Cash Returns by Consolidating Funds Read More »
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
Case Study: Strategic Retirement Planning for a Dual-Income Business Owner Read More »
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
Case Study: How a US-UK Family Secured Their Children’s Financial Future with ISAs Read More »
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
Clear(er) path to clients getting money from Brite Advisors Read More »
Here we keep you informed about the latest developments in the liquidation process of Brite Advisors Pty Ltd. If you’re a beneficiary, this post will break down the key events and actions taken by the Receivers and Managers. This is a short note to keep you up-to-date and ensure you understand what’s happening and how
Milestone Update for Beneficiaries of Brite Advisors Pty Ltd Read More »
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. This is part of a series of articles on
Brite Advisors liquidation: May 2024 Progress for Members and Beneficiaries Read More »
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.
Investment Options Offered by Edale for US UK citizens for ISA, GIA, IRA Read More »
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
US / UK citizens invest without the hurdle of a minimum portfolio size Read More »
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
Guidance on reporting for our American SIPP for US Persons (USA residents/citizens) Read More »
ISA Season. Open Shares ISA Online. Accepts US UK Citizens. More details.
