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Specialist guidance for US citizens and US/UK dual nationals What is a Lifetime ISA? The Lifetime ISA (LISA) is a UK government-backed savings or investment account introduced in April 2017. It is designed for two purposes only: saving towards the purchase of a first home in the UK, and saving for retirement (withdrawals permitted from […]

Simple retirement wrapper/portfolio for US persons living in the UK. Consolidate UK pensions. Invest globally without unnecessary US tax reporting hurdles. Building a pension can feel unnecessarily complicated. You want the UK tax advantages of a pension wrapper, but you also need investments Edale helps you keep retirement saving simple: a straightforward pension setup, paired with investment

Edale uses an institutional-calibre investment platform to run client portfolios. The key benefits are typically more cost-competitive pricing, high-quality investment execution (efficient dealing, reliable processing, and robust oversight), and deeper functionality, such as advanced reporting, cash management tools, service permissions, and governance controls that help us manage investments consistently at scale. The trade-off is that

Cashflow planning for US IRAs when an expat or retiring outside the USA. Be tax optimised (don’t pay more tax that you need too), avoid high withholding taxes, and have a plan into retirement. We can forecast and show how income streams are “sequenced” to keep you in the lowest possible global tax bracket and