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Some previous reviews
Bringing clarity to UK/US retirement questions
I had an incredibly positive experience working with Edale to navigate the complex world of UK/US cross-border financial planning, especially
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I had an incredibly positive experience working with Edale to navigate the complex world of UK/US cross-border financial planning, especially as it relates to investing for retirement. As a dual UK/US citizen married to a fellow dual citizen, and having lived in the UK since 2010, I was overwhelmed with how to most tax-efficiently invest for retirement given our mix of accounts in both the US (IRAs and Roth IRAs) and the UK (SIPP, employer pension, and USS). Thankfully, Edale provided clarity and guidance on every front.
Jesse
Knowledgable and helpful, addressed my particular circumstances very well
Lawrie addressed my retirement aspirations, tax questions, and financial position with the specific cross-jurisdiction knowledge I’d been seeking. I now
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Lawrie addressed my retirement aspirations, tax questions, and financial position with the specific cross-jurisdiction knowledge I’d been seeking. I now feel more confident about my financial health and look forward to seeing the options Edale has to help me get investments in order.
Read more “Knowledgable and helpful, addressed my particular circumstances very well”
Kathryn
Super helpful guidance from Lawrie which helped to make sense of a multitude of potential US/UK issues. Great signposting and he clearly is well versed in his field.
Lawrie provided a helpful insight into the common pitfalls to consider and avoid when it comes to US/UK inheritance planning.
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Lawrie provided a helpful insight into the common pitfalls to consider and avoid when it comes to US/UK inheritance planning. He succinctly gave us an overview of the dual regimes and provided a road map for us to work our way through.
Mary
Thank you
Thank you very much Lawrie for your effective diligence!
Michael
Edale were very helpful giving advice about how to handle taxes for US/UK dial citizens living in the UK
I chatted with Edale to find answers to a number of questions I had about how to manage taxes when
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I chatted with Edale to find answers to a number of questions I had about how to manage taxes when a dual US/UK citizen living in the UK. They were very familiar with the complexities of this situation and how to handle both the IRS and HMRC tax returns and additionally had advice on retirement. I highly recommend Edale.
David
Clear and concise intro to funding options for clean growth business.
The feedback from the innovators attending this workshop was very positive. The information was delivered in a clear way with
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The feedback from the innovators attending this workshop was very positive. The information was delivered in a clear way with plenty of opportunities for questions and clarification.
Read more “Clear and concise intro to funding options for clean growth business.”
Richard
Great service and advice.
Lawrie was really helpful. Very easy to talk to. Possessed a depth of knowledge. Made sure he answered all my
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Lawrie was really helpful. Very easy to talk to. Possessed a depth of knowledge. Made sure he answered all my questions. I highly recommend Edale and Lawrie in particular.
Claire
Very thorough and pertinent advice from Lawrie. He has ample patience for someone my age and didn’t make me feel rushed or under pressure.
I have complex tax and investment needs covering both the US and UK. My goal is to retire in the
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I have complex tax and investment needs covering both the US and UK. My goal is to retire in the UK after many years of working in the US. This is a daunting move with tax consequences if done without advice. I was given advice for my personal situation and investment goals, and so far am very impressed with the advice I have received from edale. I look forward to working with edale in the future.
Vivien
I have found Edale very easy to work with and quick to respond to requests.
I have found Edale very easy to work with and quick to respond to requests. They were very accommodating in
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I have found Edale very easy to work with and quick to respond to requests. They were very accommodating in accelerating some of the timelines on the work needed .
Read more “I have found Edale very easy to work with and quick to respond to requests.”
Tess