Compliant Investment Services for Americans Living Abroad

If you have previously lived or worked in the USA and currently reside elsewhere, particularly if you possess a 401k pension from a former employer in the USA, we can offer specialized assistance. Our team of international pension specialists is dedicated to guiding you through your options and ensuring compliance with applicable regulations.

Ensure compliance and optimize tax efficiency with our services. We collaborate with providers of IRS compliant investment solutions, allowing you to navigate tax regulations seamlessly. Simplify annual investment reporting by utilizing specially designed portfolios. Maximize your annual capital gains allowances and, if desired, seek a second opinion or review of your current investments to ensure tax compliance. Rest assured, we are here to assist you in meeting your compliance requirements and ensuring accurate tax payments.

If you are a UK expat residing in the USA and require assistance with your UK pension, we are here to help. Our collaboration with specialist pension providers, authorized by HMRC and the Financial Conduct Authority, ensures that you receive expert guidance tailored to your unique situation. By obtaining the right pension solution to suit your needs as a US resident, you can save both time and money while securing your financial future.

It's important to note that being classified as a US connected person, and thus subject to US taxation, does not solely depend on being born in the USA or holding a US passport. There are various scenarios in which you may be considered a US person for tax purposes. These include being born in the USA, being born outside the USA but having one US citizen parent, holding a US Green Card or Visa, or having an immediate family member who is a US citizen. Understanding these criteria is crucial in determining your tax obligations and ensuring compliance with US tax laws.

Achieving IRS tax compliance doesn't have to come at a high cost. Our peace of mind solutions are designed to provide competitive annual fees, ensuring that you can maintain tax compliance without breaking the bank. Contact us today for more information and discover how we can help you navigate tax obligations efficiently and cost-effectively.

Enjoy the flexibility of choosing between US Dollars, UK Pounds, and Euros for your investments. By holding your pension fund in the currency that aligns with your current residence or future retirement plans, you can mitigate unnecessary currency risk. Additionally, benefit from market-leading foreign exchange rates, maximizing the value of your investments. Explore the advantages of currency choice and secure your financial future with us.