Search Results for: US Pensions

An International SIPP (Self-Invested Personal Pension) is a UK pension for UK expats who want to manage their UK pension investments whilst living overseas. A Self-Invested Personal Pension (SIPP) is a pension registered in the UK, and where the investor (you) has significant control over the investments within that pension. As an investor, you can […]

If you’re looking for financial advice related to life-changing circumstances or need assistance planning for a family member who needs extra support and care, Edale can assist. Supportive financial conversations are critical in these situations. Care for financial assets is more than numbers; we feel it’s about what we say is “wellbeing” or building “good

Managing pensions from overseas accounts can often feel like navigating uncharted territory, especially when dealing with currency exchange rates and tax calculations. When reporting the amount of pension income to HMRC in your self-assessment, it needs to be converted to UK Pounds Sterling (GBP). Calculating the GBP amount can be complicated, especially where there are

A Lifetime ISA is a powerful tool for retirement savings. It is an excellent option for enhancing pension savings or finding a flexible and tax-efficient investment solution as part of your retirement strategy. Most people associate Lifetime ISAs exclusively with first-time homebuyers, but they can also be used like a pension to get tax-free growth.

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

Your 30s and 40s are critical decades for building wealth. Through strategic investment choices and tax-efficient financial planning, you can protect your financial future while maximising your retirement savings. Smart tax planning and investment decisions enable new investors to grow their assets and existing investors to refine strategies which build substantial retirement funds and portfolios to

An AIM Inheritance Portfolio gives investors a transparent and efficient method of reducing inheritance tax with growth potential. If you hold shares on the Alternative Investment Market (AIM) then you will qualify for Business Relief, which means that, if your shares are held for two years or more before your death, your estate will be immune

Press Cuttings See where Edale’s experts have been quoted in the media. Chance for a new start Publication: Zeit Sprachen https://www.zeit-sprachen.de/ | Date: 6 March 2025 Quote: “When Lawrie Chandler lost his job, he didn’t let himself be discouraged and started his own company. Here the financial advisor talks about his new beginning.” How Much