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We have had a spate of academics contacting us in 2026 about US 403(b)’s and 401(a)’s. We’ve heard teaching or researching at a US university is something of a right of passage for British academics, researchers and teachers. Ivy League campuses, gigantic research budgets and fascinating campus life entice some of the UK’s brightest scholars […]

The HMRC changed US Pension taxes on the 12 March 2025. Many advisers and expats in the US/UK community read the HMRC published statement in its International Manual (IM70020), which shook the world of cross-border financial planning. After nearly two decades and a status quo firmly in place for 22 years under the US-UK Double Taxation

2025 was the breaking point for US expats and their investment accounts. A collection of regulatory deadlines, trading platform updates, and risk-management initiatives reached critical mass, turning a slow bleed into a torrential deluge, with many US expats turned away from their US brokerage accounts. Let’s dig into exactly why 2025 was the year US

We often get asked how we came to specialise in financial planning for American citizens and dual-citizens. It wasn’t a case of a business plan, drawn up in a business school; it was a question of life, lived overseas, from an early age, and taking a much broader view of the world than many of our

This document gives your permission for Edale UK Management Ltd to get information from other financial groups on the accounts we have discussed with you. To complete the form: Edale Letter of Authority EDALE UK Management Ltd Phone +44 20 799 35 360 | hq@edale.co | www.edale.co Letter of Authority and Engagement Dear Sir /

Professionals accelerating up the corporate ladder or high earners face complications as their incomes break through different thresholds. A pair of rules where you earn two pounds and lose a pound creates a real dilemma for people who want to plan their long-term futures. Known as the “60% Tax Trap” and “Taper Tax”.. We have