fbpixel

Why the US/UK 'greatest alliance' doesn't extend to your finances

uk united states pension transfer

During his state visit to the UK, Donald Trump remarked that the US and UK have the "greatest alliance the world has ever known".

Unfortunately for British nationals living in the US, this alliance doesn't extend to your personal finances.

And whilst trade talks between the two nations seem positive, there are a number of significant issues that as a Brit in the US you must negotiate personally.

Our team of experienced Advisers have compiled a comprehensive e-Guide which covers everything you need to know to stay in control of your liabilities back in the uk.

Download your FREE E-guide to find out:

  • Why you could still be deemed a UK domicile, even after living here for some years
  • How you can legally reduce your IHT liability
  • What the LTA (Lifetime Allowance) is, and how you can protect against it
  • Which pension options are available to you
  • The tax increase on your UK property
  • How the QROPS bombshell affects you
  • Why your existing insurance might not cover you while you’re in the US

Just like Trump with the UK, GWM USA's Advisers are committed to securing a phenomenal retirement plan that benefits you and your family for generations to come.

By reviewing existing private pension & retirement plans, many UK expats find freedom from UK pension rules, and also can;

  • Take a bigger tax-free lump sum upon retirement
  • Consolidate their old UK pensions into one place
  • Draw income through retirement to suit their needs
  • Avoid pension tax allowance charges
  • Improve their tax efficiency
  • Pass more on to loved ones

At GWM USA we know that making a decision on which solutions is right for you can be daunting, which is why we have produced a handy guide to help you answer your questions.

From our office in the heart of Miami’s main financial district

GWM USA’s team of qualified and experienced financial planning experts provide independent and regulated advice to international professionals and global investors across the USA. We understand the local hurdles that expats need to overcome and have first-hand knowledge of how to use your international status to successfully achieve your investment goals.

Get the facts from the expat experts, download your FREE
Retirement Review 2019 e-guide NOW


GWM USA LLC, 1450 Brickell Avenue, Suite 2180, Miami, 33131 FL


GWM USA LLC is part of the Guardian Wealth Management Group for all Group regulatory details please visit https://www.guardianwealthmanagement.com/about-menu/regulations. GWM USA LLC through its advisors offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a registered investment adviser with the Securities and Exchange Commission (SEC).

SEC number : 801-110724 : CRD number is 288833. Registration with the SEC does not imply a certain level of experience or education and does not mean the SEC approves or endorses BGAN.

Share this post

Secure your perfect future

Download your FREE UK Tax and Pensions liabilities e-guide

 

© 2017 Guardian Wealth Management