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It was a pleasure to work with Lawrie and his team as part of the Digital City Investor Readiness programme. Lawrie was approachable, knowledgeable and gave much valued support. I feel the teams input was beneficial and supported Core’s progression and growth and would I highly recommend Edale’s services.

I just had an initial consultation and Lawrie was very helpful. He answered all the questions I had, and followed up with an email containing helpful links and advice. I’m looking forward to continuing with this service.

Some specialists in international relocation and tax affairs who will give only a short interview and are sparing in their advice until you sign up and pay their fees. From my experience, Edale let’s you explore the many what-ifs in a friendly exchange of views and options. My instinct tells me that the company focuses on long-term relationships built on trust and mutually beneficial results.

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.

Asked for a Zoom interview as I was confused about the likely tax rates and how to proceed on my little US retirement savings from a two-year employment some years ago, being a permanent UK resident and finally old enough to take them out. Laurie clearly knew the exact situation, helped me to understand the jargon, could answer all my questions easily, and showed me clearly how to proceed so as to end up paying a much smaller tax rate than the scary 30% that I’d seen banded about on websites. No attempt to sell me anything I didn’t need, and a complete understanding that my income and savings are small and not ‘big gun’ investments. Very very helpful – thank you so much!

My wife and I had the pleasure of speaking with Lawrie at Edale about the complexities of moving our finances from the US to the UK. We were made to feel like no question was too big or too small, and Lawrie took the time to respond to each of these individually with great insight and guidance. We’d like to thank Edale and Lawrie for their helpful, informative and friendly service.

I was fortunate enough to be supported by Lawrie with associate contracting and resources.
It was without a doubt, the best hour’s support I’ve had! Lawrie was knowledgeable, clear and efficient, both in the design and delivery of my associate framework.
I can now move forward with confidence and look forward to working with Edale again!

The free chat was very useful to pinpoint exact needs. In my case I was pointed to a non affiliated accountant who could best serve my specialist needs. No hard sell for their other services. Would recommend.

My husband and I spoke with Lawrie months ago and I am hugely remiss in posting this testimonial for reasons related the query that prompted me to contact Edale in the first place. Based on incredibly positive feedback about Edale, I’d reached out for tax and retirement advice as we were selling our home in the England, buying a new one in Wales, and looking toward retirement under the US Rule of 55 funded largely by a 401k but also UK pensions. As dual citizens (US/UK), we were overwhelmed by the complexity of tax laws and had no idea how to navigate retirement in the UK, but we were also interested in understanding financing options for the purchase of our new home. Lawrie met with us, explained our options, warned us of situations to avoid, and after our initial call, subsequently came back to us with extremely helpful clarification of the Rule of 55. After a quite busy few months, we are only now settling into our new home, and I was thinking about how it was Lawrie who helped us get here. That’s when it occurred to me I’d never written a review.
We simply could not recommend Edale and Lawrie more highly. Aside from his clear knowledge of all things financial, what struck us the most about Lawrie is how kind and genuine he is. In a world where people are increasingly unkind to each other, and particularly to those “not from around here” (wherever “here” is), speaking with someone so considerate, understanding, compassionate, and non-judgmental left a lasting impression on us. The consultation with Edale cost us nothing, despite how very valuable Lawrie’s time surely is. Social impact indeed, Edale far exceed their focus on making a difference. I look forward to working with Edale again for pension planning, investment strategies, and income management.