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Lawrie was extremely helpful, analysed my situation clearly, worked out what was the most tax-effective path, and sent me a spreadsheet with the calculations.
If this had needed work, I would definitely have trusted him to do it.
Detailed, comprehensive, full of good advice
As it was, he came up with a recommendation that I could just do directly, with no need for any fees.
I always think this is the highest form of professionalism: when an advisor comes back and says, “You don’t need actually us; all you need to do is ABC.” That demonstrates true customer service and a high level of professional ethics.
Highly recommended.
As I say, for future projects or if I were to advise anyone, I would definitely recommend EDALE

Really appreciated the 121 consultation with Lawrie who provided helpful information and considerations as a US Citizen residing in the UK. Lawrie patiently answered our specific questions as a young couple (myself American and husband British), provided a helpful resource link afterwards, and was straightforward with next steps, without it feeling like a hard sell. Would definitely recommend to anyone and would contact Lawrie in future for future planning/ questions!

It was very helpful to have a chat with Lawrie Chandler this morning. He very quickly understood my family’s situation and provided expert advice. I would highly recommend them.

I have been working with Lawrie he has been very helpful in helping me grow and develop the business. What I like most about his approach is he is very practical for example I say I have a problem with administration he will signpost me to a specific solution, compared to previous events I have attend in other programs else where the programs centred on a theocratical approach by the end of these programs I had a “things to do list” no real change I believe any business is about doing , action and Aim for gold has that approach. The solutions provide are timely and prompt.

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.

It has been great getting together with like minded people on the programme and this has generated lots of ideas to improve my business.
Highly recommended

SO pleased with Lawrie at Edale who advised me re: my US 401K. I found him to be a good, patient listener, thoroughly informed re: UK/US tax issues in our ever-changing world. Professional advice, on-time delivery and fair fees. Highly recommend.

I worked in Australia for 2 years under the 456 visa. After I left Australia in 2012. I was looking for a way to recover the funds that my former employer debited from my salary to place it in the Australia Superannuation. For almost 5 years I was looking for advice to recover my funds that were in the sunsuper Australian Superannuation. Many times I got myself with many buracratic obstacles, especially trying to recover the funds from abroad. The process to recover the funds through the web page of the Australian tax office and the sunsuper website is very cumbersome and discouraging. My complications ended when I came across with Edale. Under the advice of Edale I was able to recover the funds and deposit them in the bank account of my preference. Edale completed the due diligence in an effective and fast way, helping me to receive the funds in a short time.