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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.

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 .

Lawrie and Adrian have a wide range of experience between them and as a result have been a helpful addition to our delivery team, especially with the explanation and application of the Business Model Canvas. They have been willing to be flexible and responsive to our requirements which has been essential for our type of project.

Lawrie and Edale have been incredibly thorough and supportive throughout the journey – from the moment I’ve consulted about my unique circumstances with regards to investment options (being a dual US citizen living in the UK) to onboarding me as a client to invest through them. I am so happy and relieved hat I’ve finally found a solution to a problem I’ve had for years, and so grateful for Lawrie being so thorough with the whole process – all the information was made easy to digest and understand, and I could (and still can) reach out to Lawrie whenever I had/have questions, and he was readily available and prompt with his responses. I love that Edale accommodates to clients of various sizes, and that I can invest at the pace and amount I feel comfortable in. Thank you so much!

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.

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.

Rang the office for guidance on how to best draw down my US pension and navigate the complex tax rules, they provided a clear and optimal plan. They explained everything, from the nuances of US and UK tax laws to optimal withdrawal plan. A couple of calculations emailed to back the details referred to in the call.