Consolidate, Plan, and Maximise Your US Pensions for a Secure Future with UK Financial Advice If you are a US resident, an expat who has worked and lived in the USA, or you are moving from the US to the UK, taking care of your retirement savings can be daunting. Managing 401(k), IRAs, and UK pensions […]
US Pensions (401k + IRA) advised from UK Read More »
Managing a US-based 401(k) or IRA pension plan as a non-resident is not always straightforward, especially when nearing retirement or wanting an optimal plan to fund it. If you previously worked in America, moved from the USA to work overseas and settled in the UK, you’ve probably built up pensions in the USA and UK.
UK Financial Advisor for Your 401k / IRA US Pension as a Non-US Resident Read More »
Here clients share their experiences of working with Edale. Find out how we have provided our clients with clarity and confidence in their finances. Edale’s financial case studies showcase our personalised solutions for every situation. For everything from expats managing 401k and IRA plans to multinationals living in the UK and the US, we feature case
Picture a street of rainbow-coloured houses. On one side of the road is a British tax inspector with one rulebook; on the other side of the street an American tax inspector with another rulebook. Each house in the street represents an investment product or ‘tax wrapper’. Each tax inspector’s has different rules so looks at
A Tale of Two Taxmen: How the UK and US View Tax Wrappers Read More »
For US citizens residing in or dual nationals living in the UK, maintaining tax compliance with IRS requirements can be confusing. IRS law states that US citizens (even if they live abroad) must report their worldwide income and disclose certain financial assets. This checklist has been compiled to guide you through finding the IRS tax
IRS Tax Filing Guide for U.S. Citizens in the UK Read More »
401(k)s and workplace pension schemes in the USA. They have comparable schemes in 403b + 457b (generally academic pensions) . 401ks, like in the UK, are pre-tax grossing pensions, so when you take withdrawals, they are treated as ordinary income. A 401(k) plan is an employer-sponsored, defined-contribution personal pension (savings) account. In the UK, most people are
US Pension (401k) when living in the UK Read More »
Pensions built up over a working life could mean there are UK and US pots to consider. If living in the UK with US pensions, then complexities make getting advice a normal course of action, but it’s not something that all advisers have knowledge of or can advise. 7 March 2025 Change of Processes On
US Pension Assets advised by UK Financial Adviser Read More »
Contributing shares purchased in your employer to an ISA to save tax and use up ISA allowance With many employers now offering generous employee benefits packages, providing their employees with better ways to grow their long-term wealth might sound like a good idea. UK employee share-ownership schemes, such as a Share Save Scheme (also known
Share Save Schemes (SAYE/SIP) transfer to Stocks and Shares ISA Read More »
With a batch of updates in the past couple of weeks, we thought an outline of what had occurred may be helpful, as lots of documents have been added to the Recievers website. Importantly, a distribution framework was submitted to the Court on 8/9th August, and we summarise what this means as it is the
Cash distribution plans and client statements for Brite Advisors Read More »
We have had a huge range of personal finance enquiries; given that we offer free non-obligation advice, we thought it might help visitors to read some anonymised case studies. Our case studies feature diverse scenarios, including expats living in the UK, Brits overseas, and Americans navigating their finances in the UK. From young professionals starting
Personal Finance case studies Read More »
ISA Season. Open Shares ISA Online. Accepts US UK Citizens. More details.
