Author name: Lawrie Chandler

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

Casestudy / By

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

Casestudy / By

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

Brite Advisors, News / By

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, News / By

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

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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 Options Offered by Edale for US UK citizens for ISA, GIA, IRA

Expat financial advice, ISAs for Americans / By

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

Expat financial advice, ISAs for Americans / By

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)

Expat financial advice / By

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

News / By

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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Bridging Financial Gaps: The New Era of Junior ISA for American Families in the UK

Expat financial advice, News / By

In a world where the financial future seems increasingly uncertain, finding a reliable and affordable way to secure our children’s futures is more important than ever. This is especially true for American families living in the UK (with dual citizen US UK chikdren), who often face additional hurdles in navigating the complexities of international finance.

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ISA Season. Open Shares ISA Online. Accepts US UK Citizens. More details.

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