These knowledge pages contain explainers and guides to Edale’s Wealth Management processes and procedures.
Wealth Management
Information on how Edale works delivers wealth and financial advisory.
Edale Services
Details on the services offered by Edale.
Activate Secure Account Login
Activate your Edale investment account login with secure identity checks and 2FA. Step by step activation token help and app links for Edale investment account.
IRA & Roth Cashflow Planning for US Citizens in the UK
Explore IRA and Roth cashflow planning for US citizens in the UK, with information to help you consider retirement income and your financial goals.
Lifetime ISA (LISA) Key Features
Full analysis and information on Lifetime ISA for US expats in the UK. What is it. How does the IRS view it and is it worthwhile for you.
Simple, cost-effective private pension (available to Americans in UK)
Build a simple, cost-effective UK pension designed for Americans, with PFIC-aware options including global direct equity and Edale EasyPortfolios.
401ks and Rollovers
Information on how Edale works on 401k and rollovers to IRAs.
ACATS Transfers: Transferring US Pensions
How Automated Customer Account Transfer Service works to moves securities like stocks, bonds, mutual funds, and options from one brokerage to another.
Process 401(k) rollover to IRA when live outside US (Expat / Non-Resident Alien)
401(k) to IRA rollover for expats: how cash moves, cheques, timelines, and common issues for non-resident aliens living outside the US.
Roth IRA and Traditional IRA
Details on pre and post tax US Pensions for expats.
Pension Tax Efficiency
Being tax efficient with your pensions when an expat or hold overseas pensions.
Creating IRS-Compliant PFIC-Free Portfolios
US expats ibn the UK investment made easy with Edale to manage dual taxes, investments, and compliance.
Edale Bespoke: Wealth Management, Personally Architected
Explore Edale Bespoke, a personalised wealth management service built around your circumstances, financial goals and investment planning needs.
Edale EasyPortfolios: Global Investing, Simplified
Invest in flexible, ready-made portfolios designed for expats. Fund in EUR, USD, or GBP with no lock-ins or hidden fees. Start growing your wealth.
Investment Choices and Options
Details on the approach and style of our investment portfolios
Creating IRS-Compliant PFIC-Free Portfolios
US expats ibn the UK investment made easy with Edale to manage dual taxes, investments, and compliance.
Edale Bespoke: Wealth Management, Personally Architected
Explore Edale Bespoke, a personalised wealth management service built around your circumstances, financial goals and investment planning needs.
Edale EasyPortfolios: Global Investing, Simplified
Invest in flexible, ready-made portfolios designed for expats. Fund in EUR, USD, or GBP with no lock-ins or hidden fees. Start growing your wealth.
Risk and Liquidity in our Portfolios
Details on risk profiling and our wealth management framework.