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We will bring you stories from the US and the UK regarding cross border tax planning, management of international pensions, retirement and pension planning for US non-residents and US residents, and all manner of financial news items from the UK and the US.

Watch this space for more.

This communication is for informational purposes only and is not intended to constitute, and should not be construed as, investment advice, investment recommendations or investment research. You should seek advice from a professional adviser before embarking on any financial planning activity. Whilst every effort has been made to ensure the information contained in this communication is correct, we are not responsible for any errors or omissions.

Other News

FRAUD NOTICE:

Blacktower Financial Management have been made aware of certain fraudulent schemes that have been conducted by individuals or organisations claiming to represent Blacktower Group. This type of fraud tends to occur through online services including bogus websites, social media accounts, or through unsolicited emails or text messages. The aim of the fraud is to trick […]

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The DFM Trend

Even before they disclose their particular circumstances and retirement goals, expats in the United States who are seeking cross-border financial advice bring a whole host of challenges to the wealth manager’s table.

From stringent IRS reporting rules to concerns and confusion over the suitability of various retirement planning vehicles – for example, whether to choose a QROPS, SIPP, IRA, 401(k) or other account – trying to factor in every detail is an enormous responsibility for the 21st century wealth manager. Imagine then trying to juggle such challenges with the day-to-day responsibility of managing portfolios.

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