Search Results for: Expat Wealth

United Kingdom regulations governing PRIIPS (Packaged Retail Investment & Insurance Products) prevent US expats in the UK from purchasing US-registered ETFs for UK clients. These regulations relate to the sale of certain packaged investment products to UK residents. Therefore, U.K. residents may only hold or liquidate existing positions in U.S. exchange-traded products. New or additional purchases are not […]

Lived or worked in the UK, and now reside in South Africa. Uncertain about UK pensions in SA? Should you leave your pension in the UK? Is a transfer possible? What tax implications apply under the UK–South Africa treaty? Edale unpacks what South African residents need to know about UK pensions, explores your options, and

Individuals with ties to both the United States and the United Kingdom, that have pension assets and planning for their distribution upon death, can be a complex undertaking. Inheirtence tax is payable on 401ks and IRAs. There are some important estate planning to do. Taking steps from administration to tax mitigation in advance as possible.

Edale’s ISA is available to international people to open an ISA account when they are resident in the UK. We support the ISA with financial advice and support. This account will accept expat Americans that are resident in the UK. To open an account, visit https://edale.co/open-ISA/  and follow the simple instructions below. At the first

Millionaires (or high-net-worth individuals) benefit from combined financial advice and investment management when looking after their finances. Millionaires don’t always feel rich or are discrete when talking about money. Here we outline some of the benefits of financial advice (rather than service they can access) for self-made, corporate or inherited millionaires can be suitable for

It can be confusing to handle your retirement savings as a US expat in the UK or as a Brit who worked in the US and is now living in the UK. Rolling a 401k into an IRA is one example of the US-UK complications. Understand the process, learn how to get started, know the