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Latest News & Insights

Lifestyle Financial Planning

Moving to the US? What Happens to Your ISA and What to Do Before You Leave

Moving to the US? Learn how your UK ISA may be taxed, when PFIC rules apply, and what to review before becoming a US tax resident.

October 16, 2026

Tax Compliance & Planning

Can US Citizens Open a UK ISA? Tax Rules & Risks Explained

Can US citizens open a UK ISA? Learn how IRS tax rules, PFICs and reporting requirements affect cash and stocks-and-shares ISAs.

October 16, 2026

UK Pensions

UK Pension Tax for US Residents: How an NT Code Helps

Learn how an HMRC NT code may stop UK tax being withheld from your UK pension as a US resident, how treaty relief works and what to check.

October 16, 2026

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

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

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

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

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