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Are you a US Expat? Ensure you know all about FATCA

 

 

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How does FATCA affect you? Are you struggling to understand the implications of FATCA?


If you are a US Expat with savings and are concerned about the new FATCA legislation or would like to know how minimize your tax legally and securely then this is the white paper for you.

 

The unintended impact of FATCA means financial institutions are shunning US expats who now have an ever decreasing number of places to turn to for financial advice and a dwindling number of investment products to choose from and potentially big increases in tax liabilities.

 

FATCA came into effect the 1st of July 2014 and is the strictest tax reporting regime ever imposed on US expats. Americans on foreign soil need to start planning to ensure their wealth ambitions and aspirations are not blown apart by the impact on savings.

 

If you are worried about these issues, Guardian Wealth Management has support on hand. ‘Stay Calm and Plan! A financial planning primer for US Expats’ is now available to download. The primer covers key issues on how to improve tax efficiency, manage long term savings and retirement planning options in an accessible and easy to read format.

 

Client Focused

 

Guardian Wealth Management owes its roots to the UK and is fully FCA regulated with offices in Europe, the Middle East and Asia. Our global positioning ensures that we can offer dedicated, regulated lifestyle financial planning services to expats around the world.

To give you the best possible advice on FATCA we will first try to get an overview of your motivations, your concerns and your complete financial situation before suggesting any solutions to you.

The focus of our business is you. You are the foundation for everything Guardian Wealth Management delivers and we tailor personal solutions for each of our clients. This is what has made us a leading worldwide financial planning company for almost 20 years.

So whether you want a top education for your children, need to protect your family, reduce your taxes or simply have some money in the bank that could work harder for you, we are here to help you.