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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!

We chose Edale to facilitate and guide our series of co-creation workshops. The workshops brought not only businesses, but nature organisations and local authorities together. As a local authority, we wanted to be part of the workshop attendees, and build trust with a bottom up approach. Edale were attentive, listened and adapted to the audience. This built trust, and enable a safe space for attendees to discuss ideas and develop their business models.
Not only did this help exceed our initial objectives, it also created an opportunity for professional development internally, as we learnt from Edale’s techniques and through the workshops, became more business proficient ourselves.
Special mention should go to Edale’s ability to adapt and work flexibly around COVID 19 disruption to our face to face events. We were able to adapt our agreed workplan and move online exclusively.
We would recommend working with Edale!

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.

The conversation I had about my UK pension was very helpful in guiding me towards next steps, things to be aware and careful of, questions to ask my pension holder, and other important and useful elements. I came away from the call feeling reassured and confident about next steps to take. I’d recommend Edale to anyone, especially anyone interested in avoiding hard sells on products provided by the advisor.

I would highly recommend this company as a first port of call for financial affairs or tax planning ideation. I was able to quickly book a consultation at no cost and left the call confident in what my options were going forward. Lawrie was very patient and listened to my circumstances meaning I did not feel rushed and was reassured about my financial concerns.

Our situation is a little complex, and although Lawrie couldn’t help directly they recommended a couple of other companies for us to contact. Many thanks!

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 .

From first contact Edale provided a professional service, with minimal disruption to my working day. The evaluation was delivered with in clear timelines and the end result was exactly what we asked for.