Discover the experiences of US persons and Americans in the UK getting investment advice from Edale. Here, you’ll find a collection of personal stories, insights, and reviews from American expatriates who have navigated the UK investment landscape with Edale’s guidance. These testimonials offer a real-world glimpse into how Edale’s expert advice on investing in the UK has positively impacted their financial journeys. Whether you’re considering investment opportunities, seeking advice on tax-efficient saving strategies like Lifetime ISAs, or simply looking to connect with others’ experiences, this category provides valuable perspectives to inform and inspire your investment decisions.
Met with Lawrie who is a wealth of info (no pun intended) for folks like me looking at potential of dealing with US based retirement accounts when becoming tax resident in the UK. Their rates sound very reasonable and Edale can probably save you major headaches and financial pain as these types of situations are […]
I pretty much had my questions answered within 3 emails. Great service.
Very quick to respond & helpful Read More »
I phoned up on the off chance and was given a very helpful overview of my situation by Lawrie. I would certainly come back for more advice should it be necessary.
Phoned on the off chance. Got very helpful signposting Read More »
Asked for a Zoom interview as I was confused about the likely tax rates and how to proceed on my little US retirement savings from a two-year employment some years ago, being a permanent UK resident and finally old enough to take them out. Laurie clearly knew the exact situation, helped me to understand the
Fantastically knowledgeable help Read More »
I had some questions relating to access to my 401K pension . Lawrie was extremely helpful and patient in explaining the tax implications of several scenarios. Excellent service!
Questions relating to access to my 401K pension Read More »
Lawrie was approachable, knowledgable and pragmatic on the reality of drawing down US pensions from the perspective of a UK resident. I’d recommend Lawrie and Edale.
Drawing down US pensions from the perspective of a UK resident Read More »
Lawrie has been most helpful with a variety of US retirement questions. He has provided good information and succinct advice.
I would highly recommend using Edale. Read More »
I have complex tax and investment needs covering both the US and UK. My goal is to retire in the UK after many years of working in the US. This is a daunting move with tax consequences if done without advice. I was given advice for my personal situation and investment goals, and so far
Lots of information and questions answered around FIG regime and PFICs. Really helpful consultation.
I had an excellent experience with Lawrie, who demonstrated a deep understanding of the complexities involved with our dual UK/US citizenship. In just a brief meeting, he provided specific advice and tailored recommendations that addressed our unique financial situation. His expertise and clear communication were incredibly helpful. Highly recommended!
ISA Season. Open Shares ISA Online. Accepts US UK Citizens. More details.
