Q4 2022 Review; 2023 Outlook
2022 was definitely a memorable year, however, for all the wrong reasons. No one could foretell all the events that would unfold.
Skybound's team of experienced lifestyle financial planning professionals provide independent and personalized financial 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 devise a path to guide you towards your investment goals.
Our focus is on what is best for the client. Lifestyle Financial Planning is like a jigsaw puzzle, if you only look at individual pieces you don’t see the full picture. So, it is important when reviewing certain parts of your plan which could be anything from UK pensions, 401(K) rollovers, life assurance & inheritance tax planning, that they are looked holistically and as part of the whole for your global financial/retirement plan.
For Skybound, this sometimes means working alongside you and knowing your unique circumstances so we can streamline and manage all the pillars of your lifestyle financial plan, in one place.
Transferring your UK pension isn’t a new choice, but it is an option that is often not discussed between client and adviser. However, with transfer values continuing to increase, many international workers with a UK pension are now considering this option in the search for greater investment freedom.
When you have worked hard all your life to create personal wealth or build assets, it's important to know that this will be appropriately distributed after you have gone. UK Inheritance Tax and Estate Planning allows your family and loved ones to benefit from your hard work by structuring your financial affairs in the most efficient manner.
Our UK experienced and US registered international financial planners always take a long-term view. As your investment partner we are here to guide you through things like market volatility and political uncertainty on your way to achieving your investment goals.Talk To An Adviser
To us financial planning for British Citizens and International workers in the USA is about more than paycheques, bank balances and reports. It’s important for us to understand your life goals both in the short, medium and long term so we can formulate a plan that help you meet your financial goals.
Having taken the time to understand your values and investing goals, you can rest assured that’s just the beginning. Your UK/US specialist financial advisor will be on hand to help you navigate life’s obstacles and those unexpected forks in the road.
Financial Planning is a cyclical process, and that’s why we constantly keep your plan under review, adjusting as and when required. And as your personal circumstances change, your advisor will be on hand to ensure your financial plan evolves and develops too.
Your expat journey brought you to the US, and it's likely that it may take you elsewhere either for a new opportunity or when you retire. Thanks to our global coverage, regardless of what the future holds Skybound will be with you every step of the way.
You can reach us directly by calling us between the hours of 8:30am and 5pm at each of our respective offices and we will immediately assist you.