US tax compliance

IRS Tax Filing Guide for U.S. Citizens in the UK

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 […]

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A collage depicting diverse individuals, including a shop floor worker, a corporate executive, and a family, all engaging with various global investment options. Small, detailed icons of stock charts, bonds, and world currencies are interspersed throughout the image. The background merges residential and urban landscapes, representing a broad socio-economic spectrum. The style is vibrant and inclusive, using warm colors to evoke accessibility and a personal connection to finance

Investment Strategies Offered by Edale for US Persons

With a growing US client base, we have developed more strategies that, following a discovery and financial planning discussion, we map to individual clients to help them be invested within their aims and objectives. This fully guided process, without a minimum portfolio size, is truly accessible for those from the shop floor to the boardroom.

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US / UK citizens invest without the hurdle of a minimum portfolio size

Edale is committed to making investing accessible by removing common barriers, such as minimum investment requirements. This approach allows even new investors to enter the market with ease. However, it’s important for investors to stay informed about the costs associated with different financial products. While no minimum investment can open doors for many, understanding the

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Consolidating Your ISA, SIPP, and Other Accounts to Edale: A Guide for US Persons Living in the UK

As a US person residing in the UK, managing your investment accounts, such as ISAs (Individual Savings Accounts) and SIPPs (Self-Invested Personal Pensions), can be a complex endeavour, especially when navigating the intricacies of cross-border financial regulations. If you’re considering a more streamlined approach to your investments, consolidating your accounts with Edale could be a

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Pension Tax Relief Calculator: Maximise Your Savings

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?”

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

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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