Pension consolidation is the process of combining multiple pensions into one account. This can simplify the management of retirement savings and potentially provide access to a wider range of investment options, lower fees, and improved retirement planning. However, there are also potential downsides to consider, including the costs of transferring pensions and changes to the […]
Pension consolidation rundown Read More »
There are several reasons why Americans in the UK or US/UK citizens may wish to consolidate their pensions: It is important to note that pension consolidation should be carefully considered, as there may be costs associated with transferring pensions and potential changes to the terms and conditions of the pensions being consolidated. It is recommended
Reasons why Americans in the UK or US/UK citizens may wish to consolidate their pensions Read More »
As an American living in the UK, there are several steps you can take to save for the future and your family, regardless of your millionaire status: By following these steps, you can take control of your finances and start saving for your future and your family, even if you are not a millionaire. Remember,
You don’t need to be a millionaire American in the UK to save sensibly Read More »
Americans who live in the UK may face a number of financial and tax-related challenges, from managing their savings to paying taxes to both the Internal Revenue Service (IRS) and Her Majesty’s Revenue and Customs (HMRC). In this article, we will explore the key challenges faced by Americans living in the UK, as well as
Challenges for Americans Living in the UK: Saving Efficiently, Paying Taxes, and More Read More »
The passing of deadline for submitting the 2021/22 tax return has come, but there are significant financial and tax questions to be considered. Here’s some of the most frequent topics we get from high earners. Explain how to calculate my Tapered Annual Allowance – threshold and adjusted income UK pensions The Tapered Annual Allowance is
End of tax return day still brings pension thinking Read More »
American families living abroad face a common financial dilemma: how to invest wisely for their children’s future. Many opt for foreign mutual funds, a sound strategy until the U.S. tax implications of such investments become apparent, especially for minors. Understanding the PFIC Quagmire Passive Foreign Investment Companies (PFICs), while a staple in foreign investment portfolios,
On the anniversary of two years of lockdown in the UK here is a view of what we’ve been up to over that time. Work from home, work from office (#WFH) and a bit of work from anywhere. We have now added new offices in London to the existing base in Reigate, Surrey. This seems
Lockdowns and workouts Read More »
Smaller company business support across the UK has been principally been funded by the European Regional Development Fund (ERDF). Following Brexit, these programmes will be reaching the end of their funded lives and new monies will be coming from a new scheme from Westminister. The Community Renewal Fund is a transition mechanism as the UK
First structural fund uses for business support post Brexit Read More »
Insights how a pitch trainer does his pitch for a corporate fintech challenge When teaching how to do pitching it is important also to be an active pitcher yourself. It is not possible to be a trainer on how to pitch if you don’t do that yourselves. Here is a story of how a subsidiary
A case study on pitching Read More »
We are fans of the lean development framework and tools like the Business Model Canvas. When we help with mentoring 1:1 we use the investment readiness level to gauge where a company is on the scale. Investment readiness as a continuum, so we can help individuals wherever they are on the spectrum and give actionable
ISA Season. Open Shares ISA Online. Accepts US UK Citizens. More details.
