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Latest News & Insights

UK Pension Transfers

UK Pension Transfer Options for US Residents (2026): QROPS vs SIPP vs Leaving Your Pension in the UK

Compare UK pension options for US residents: leave your pension in the UK, transfer to a SIPP, or consider a QROPS. Explore tax, charges, flexibility, and estate factors.

July 23, 2026

UK Pensions

Consolidating Multiple UK Pensions as a US Resident: What You Need to Know

Learn what to consider before consolidating multiple UK pensions as a US resident, including safeguarded benefits, tax reporting, costs, and key planning considerations.

July 23, 2026

Lifestyle Financial Planning

Returning to the UK from the US? Avoid These Costly Financial Mistakes Before You Move

Returning to the UK from the US? Learn how the 2025 FIG regime, capital gains, Roth IRAs, pensions, ISAs and inheritance tax could affect your move before UK residency resumes.

July 23, 2026

Lifestyle Financial Planning

Moved to the US but Kept Your UK House? Here's What It Means for Your US Tax Return

Moved to the US but kept your UK house? Learn how the IRS and HMRC tax rental income, depreciation, mortgages, foreign accounts, and the eventual sale.

July 23, 2026

Lifestyle Financial Planning

UK ISA US Tax Treatment: What Happens to Your ISA After Moving to America?

Moved to America with a UK ISA? Learn how Stocks & Shares ISAs, Cash ISAs, Lifetime ISAs and Premium Bonds are treated under US tax rules, including PFIC reporting, FATCA, FBAR and potential US tax obligations.

July 23, 2026

Lifestyle Financial Planning

Multiple Foreign Accounts as a US Resident: FATCA, FBAR, Tax Reporting & Consolidation

Managing multiple foreign accounts as a US resident can create FATCA, FBAR, tax reporting, and estate planning challenges. Learn how UK-origin households can inventory, evaluate, and consolidate cross-border accounts.

July 23, 2026

Lifestyle Financial Planning

Moved to the US? Your Offshore Investment Bond May No Longer Be Tax Efficient

Moved to the US with an offshore investment bond or insurance wrapper? Learn how US tax rules, Section 7702, investor control and PFICs may affect your portfolio.

July 23, 2026

Lifestyle Financial Planning

What Happens to Your UK ISA, Funds and Overseas Investments After Moving to the US?

Moved to the US with UK or overseas investments? Learn how the IRS treats ISAs, foreign funds, offshore bonds, pensions, FBAR, Form 8938 and PFICs.

July 23, 2026

QROPS

Does Your Maltese QROPS Still Work for US Tax Rules? What to Review in 2026

Does your Maltese QROPS still fit today's US tax rules? Learn what changed after 2021, identify structural mismatches, and understand what to review in 2026.

July 22, 2026

QROPS

Drawing Income From a Maltese QROPS? What the US-Malta Tax Treaty Means After the 2021 IRS Agreement

Learn how the US-Malta Tax Treaty applies to Maltese QROPS distributions after the 2021 IRS agreement, including Article 17, trust reporting, PFIC issues and planning considerations for US residents.

July 22, 2026

QROPS

Has Your Maltese QROPS Been Properly Reviewed? The 8-Point Check Every US Resident Should Know

Has your Maltese QROPS been properly reviewed? Discover the 8-point structural checklist US residents should use to assess investments, fees, PFIC exposure, reporting, beneficiaries, and future planning.

July 22, 2026

Lifestyle Financial Planning

7 Signs Your Cross-Border Financial Adviser Is No Longer Proactively Advising You

Is your cross-border financial adviser still providing ongoing advice? Discover 7 warning signs of adviser drift, fiduciary duties, and what proactive engagement should look like.

July 22, 2026

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Latest News & Insights

UK Pension Transfer Options for US Residents (2026): QROPS vs SIPP vs Leaving Your Pension in the UK

Consolidating Multiple UK Pensions as a US Resident: What You Need to Know

Returning to the UK from the US? Avoid These Costly Financial Mistakes Before You Move

Moved to the US but Kept Your UK House? Here's What It Means for Your US Tax Return

UK ISA US Tax Treatment: What Happens to Your ISA After Moving to America?

Multiple Foreign Accounts as a US Resident: FATCA, FBAR, Tax Reporting & Consolidation

Moved to the US? Your Offshore Investment Bond May No Longer Be Tax Efficient

What Happens to Your UK ISA, Funds and Overseas Investments After Moving to the US?

Does Your Maltese QROPS Still Work for US Tax Rules? What to Review in 2026

Drawing Income From a Maltese QROPS? What the US-Malta Tax Treaty Means After the 2021 IRS Agreement

Has Your Maltese QROPS Been Properly Reviewed? The 8-Point Check Every US Resident Should Know

7 Signs Your Cross-Border Financial Adviser Is No Longer Proactively Advising You