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News & Insights

Read About The Latest News, Updates & Other Key Trends In Finance

Latest News & Insights

UK Inheritance Tax Planning

UK-US Cross-Border Inheritance: Wills, Tax & Estate Planning

Explore UK-US inheritance planning, cross-border wills, estate taxes, beneficiary reporting and liquidity considerations for families with assets in both countries.

October 15, 2026
2026
10
15
UK Inheritance Tax Planning

UK Pension Inheritance Tax 2027: What US Families Need to Know

Learn how the UK's April 2027 pension inheritance tax changes may affect US-connected families, including estate tax, pension benefits and cross-border planning.

October 15, 2026
2026
10
15
UK Inheritance Tax Planning

UK Inheritance Tax vs US Estate Tax: 2026 Guide for Families

Compare UK inheritance tax vs US estate tax in 2026. Explore tax thresholds, residence rules, US asset exposure and treaty relief for cross-border families.

October 15, 2026
2026
10
15
Lifestyle Financial Planning

Why Your Financial Adviser Can't Help After Moving Abroad

Discover why financial advisers, banks and brokers may restrict services after you move abroad, and how to plan for a smoother UK–US transition.

October 15, 2026
2026
10
15
Lifestyle Financial Planning

Moving to the US? What UK Expats Must Know About Tax, Pensions & ISAs

Moving to the US from the UK? Understand US tax on worldwide income, UK pension rules, ISA tax treatment and essential financial steps before you move.

October 14, 2026
2026
10
14
Lifestyle Financial Planning

10 Financial Mistakes American Expats Must Avoid in the UK

Discover 10 financial mistakes American expats must avoid in the UK, from PFICs and ISAs to FBAR reporting, pensions and inheritance tax.

October 14, 2026
2026
10
14
Lifestyle Financial Planning

Moving to the UK From the US? 7 Financial Decisions to Make First

Moving to the UK from the US? Learn 7 key financial decisions covering UK tax residence, US accounts, ISAs, pensions, currency and the FIG regime.

October 14, 2026
2026
10
14
Tax Compliance & Planning

Qualified vs Non-Qualified Accounts: A UK Guide to US Taxes

Moving from the UK to the US? Learn how 401(k)s, IRAs, Roths, HSAs and taxable accounts work, and how US tax rules affect UK ISAs and pensions.

October 13, 2026
2026
10
13
Lifestyle Financial Planning

Should US Expats in the UK Keep Their US Brokerage Accounts?

Moving to the UK? Discover why US expats may keep US brokerage accounts, how broker restrictions work, and the potential tax risks of UK funds.

October 13, 2026
2026
10
13
Tax Compliance & Planning

US Citizens in the UK: IRS, FBAR & HMRC Reporting Guide

Learn how US citizens in the UK report foreign accounts, FBAR, FATCA, PFICs and UK income to the IRS and HMRC, including key thresholds.

October 13, 2026
2026
10
13
Tax Compliance & Planning

PFIC Tax Trap: What US Citizens Must Know About UK Funds

Discover how UK funds can trigger PFIC tax rules for US citizens. Learn about Form 8621, tax implications, and key considerations for US expats.

October 13, 2026
2026
10
13
Investments

Investing in the UK as a US Citizen: Tax Rules & Risks

Learn how US citizens investing in the UK are taxed, avoid PFIC pitfalls, understand ISA and pension rules, and manage IRS and HMRC reporting.

October 13, 2026
2026
10
13
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