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Latest News & Insights

Investment Review

ISAs, Premium Bonds & UK Savings: Are They Still Tax-Free in the U.S.?

Learn how ISAs, Premium Bonds and UK savings accounts are taxed in the U.S., and what British expats should do to stay compliant.

November 22, 2025

Investment Review

The High Cost of Indian Weddings Abroad: Planning, Budgeting, and Cultural Expectations

Indian wedding costs in the U.S. can be high. Learn how to budget, manage transfers from India, handle tax rules, and protect long-term financial goals.

November 19, 2025

Investment Review

Still Got a UK Pension? What British Expats in the U.S. Need to Know

Kumar Patel explains what British expats in the U.S. need to know about UK pensions, from taxation to estate planning and cross-border compliance.

November 11, 2025

Investment Review

Transferring Irish Pensions to the U.S.: Your Options Explained

Private Wealth Partner Tom Pewtress, explains what options Irish expats in the U.S. have with pensions left in Ireland.

November 11, 2025

Regular Savings

Sending Money Back to India: What Expats Need to Know

Kumar Patel explains how Indian expats in the U.S. can send money home without triggering tax traps, compliance penalties, or estate planning issues.

November 11, 2025

Investment Review

How to Build a Financial Plan That Spans the Atlantic

Tom Pewtress explains how to align UK and U.S. pensions, tax reporting, property, and estate planning into one cross-border financial strategy.

November 11, 2025

Investment Review

Inbound to the U.S.? Financial Moves to Make Before You Arrive

Moving to the U.S.? Learn how to reduce tax exposure, avoid PFIC issues, plan estate structures, and prepare for FATCA/FBAR with pre-arrival planning.

November 11, 2025

Investment Review

The Fundamentals Every New Arrival to the United States Should Get Right

Kumar Patel explains the financial fundamentals new arrivals to the U.S. should prioritise, from tax identity & global assets to retirement and protection.

November 11, 2025

Investments

Mutual Funds Vs ETFs

Instead of doing your own analysis, you can invest in either a mutual fund or an ETF. Here, we look at the differences & similarities between the two.

November 29, 2022

Investments

Clarifying The Currency Confusion

We look to cut the confusion and explain different currency topics and the effect currency may have on investment performance.

November 15, 2022

Investments

Investors Worst Enemy

We talk about what you can do to stop yourself holding back your investments returns.

September 9, 2022

Retirement Planning

5 Top Tips for Managing Your Investments During Retirement

With people living longer, retirement pots need to last longer. So we're going to discuss how to manage your investments throughout your golden years.

August 31, 2022

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Latest News & Insights

ISAs, Premium Bonds & UK Savings: Are They Still Tax-Free in the U.S.?

The High Cost of Indian Weddings Abroad: Planning, Budgeting, and Cultural Expectations

Still Got a UK Pension? What British Expats in the U.S. Need to Know

Transferring Irish Pensions to the U.S.: Your Options Explained

Sending Money Back to India: What Expats Need to Know

How to Build a Financial Plan That Spans the Atlantic

Inbound to the U.S.? Financial Moves to Make Before You Arrive

The Fundamentals Every New Arrival to the United States Should Get Right

Mutual Funds Vs ETFs

Clarifying The Currency Confusion

Investors Worst Enemy

5 Top Tips for Managing Your Investments During Retirement