financial advice for American expats

Case Study: How a US-UK Family Secured Their Children’s Financial Future with ISAs

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This case study explores how a US person, married to a British man and living in the UK, successfully set up ISAs for their children despite initial online reading suggesting it was impossible due to their Children holding US passports. The couple wanted to start saving for their children’s future through ISAs but were previously […]

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How Americans Can Use a Lifetime ISA (LISA) to Save for Their First Home

Expat financial advice, ISAs for Americans / By

Are you an American living in the UK, dreaming of owning your first home but struggling to find the right saving strategy? The Lifetime ISA (LISA) might be the solution you’re looking for. This innovative financial product is designed to help savers accumulate funds in a tax-efficient manner while also offering attractive bonuses for long-term

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Pension Tax Relief Calculator: Maximise Your Savings

ISAs for Americans / By

Discover how contributing to your pension could be more affordable than you anticipate, thanks to the benefits of tax relief. The government generously provides a basic rate tax relief boost on your contributions, making your pension investment stretch further. For individuals under 75 and residing in the UK for tax purposes, this means significant savings.

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Blog header image featuring U.S. and UK flags, a calculator, and financial documents, symbolizing the U.S. Tax Reporting Requirements Calculator for American expats with UK ISAs.

Calculator to answer “Do I need to report my ISA to the IRS?”

ISAs for Americans / By

The calculator breaks down the complex U.S. tax reporting rules into manageable questions, making it easier for you to understand your obligations without needing to navigate the intricate IRS guidelines. We have tried to simplify but individual circumstances and important and tax rules may change before we can update this calculator so its guidance only,

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ISAs for U.S. Taxpayers in the U.K: A Comprehensive Guide

Expat financial advice, ISAs for Americans / By

In the intricate world of cross-border finance, U.S. taxpayers residing in the U.K. often grapple with the complexities of leveraging Individual Savings Accounts (ISAs) for their financial advantage. Here are some of the common questions we hear/ This guide sheds light on the critical considerations and potential pitfalls of using ISAs for U.S. citizens in

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