UK Pension Annuity when an expat or non-resident
Elizabeth’s Complicated Access to a UK
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Expat financial advice
Comprehensive insights and guidance tailored for expatriates navigating their financial journeys abroad. Whether you’re a seasoned expat or just starting your overseas adventure, our expert advice covers everything from international banking and investment strategies to tax planning and retirement savings in a foreign land.
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IRS Tax Filing Guide for U.S. Citizens in the UK
For US citizens residing in or dual nationals living in the UK, maintaining tax compliance with IRS requirements can be confusing. IRS law states that US citizens (even if they live abroad) must report their worldwide income and disclose certain financial assets. This checklist has been compiled to guide you through finding the IRS tax
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US Pension (401k) when living in the UK
A 401(k) plan is an employer-sponsored, defined-contribution personal pension (savings) account. In the UK, most people are on “defined contribution” pensions, which are similar to the 401 (k) in the USA. A Roth IRA is an individual retirement account (IRA) in which you pay taxes on money going into the account, and then all future withdrawals of earnings are
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What could some of the budget changes be in Oct 2024?
Labour’s first budget warns of pain ahead, so here is an outline of the current inheritance tax and capital gains tax regimes that are under the spotlight With the Labour government’s first budget looming after we return from summer holiday’s there is much speculation (and dread) about the government’s long-promised tax reforms. Speaches of pain
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Growing into Our Teenage Years
Introduction to the August Reflective Series As we enter the quiet and holiday month of August, a time when many take a break from the hustle and bustle of daily work life, we find ourselves pausing to look back on our journey. It was a cold January in 2014 when our firm first opened its
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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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How Americans Can Use a Lifetime ISA (LISA) to Save for Their First Home
Are you an American living in the UK, dreaming of owning your first home but struggling to find the right saving strategy? The Lifetime ISA (LISA) might be the solution you’re looking for. This innovative financial product is designed to help savers accumulate funds in a tax-efficient manner while also offering attractive bonuses for long-term
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Bridging Financial Gaps: The New Era of Junior ISA for American Families in the UK
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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