Andrea Solana, Head of Advanced Planning, features in the American once again, as is a regular fixture, discussing how to review your wealth goals and objectives in the new year. Please click here for the full article.
As an American living in the UK, there are several things to take into consideration to avoid unnecessary tax charges and complexities.. Click here for the full article by Andrea, Head of Advanced Planning, featured in The American Magazine.
As an American living in the UK, there are several considerations to think about when it comes to taking distributions from your UK pension. Click here for the full article by Andrea, Head of Advanced Planning, featured in The American Magazine.
Andrea, Head of Advanced Planning, features in the March-April 2018 edition of The American discussing Trump tax reform and how it will impact inheritance tax for Americans living in the UK. A US domiciliary resident for gift and estate tax purposes now enjoys a lifetime allowance double that of 2017 thresholds. For the full article, please click here.
In a recent issue of The American, Andrea, Head of Advanced Planning, discusses tax-efficient 401(k) planning. There can sometimes be unique planning opportunities that exist for individuals with US 401(k) retirement plans to help facilitate drawdown. For the full article, please click here.
In a recent issue of The American, Andrea, Head of Advanced Planning, discusses social impact investments. As it is becoming increasingly common to invest in a manner consistent with specific values and principles, you may want to learn about how to weave social investment into your investment plan. For the full article, please click here.
The Tax Cuts and Jobs Act was officially introduced by the House Ways and Means Committee Chairman, Kevin Brady on 2 November 2017. The 429 page proposed legislation builds on the baseline framework that was introduced back in September.
The new pension freedoms on offer since 6 April 2015 have allowed individuals to become more strategic in the way they access their UK retirement funds. Traditionally, the tax-efficient way to drawdown your assets in retirement is to access taxable assets, tax deferred assets and tax exempt assets. These freedoms provide the ability to meet retirement needs in a way that can also mitigate your tax bill.