Introduction to International Financial Planning - A UK/US Case Study
Join Dan, Nicolas & Dominic as they introduce you to International Financial Planning and how to control your UK assets whilst living in the US.
Taking Control Of Your UK Assets Whilst Living In The US
Zoom Webinar Thursday 26th August - 2:00pm EST
Join Daniel, Nicolas & Dominic as they introduce you to International Financial Planning and how to control your UK assets whilst living in the US.
As a US Resident with UK-based assets, keeping tabs on your investments is a task in itself. By attending our webinar, you’ll learn about the complexities that can arise with international tax considerations and in so doing, be in a better position to plan your retirement and your estate.
Register for our exclusive webinar now to understand why you should connect and aggregate all your financial accounts, and how to:
Maximise the tax efficiency on your estate
Get the optimum return from your 401(K)
Ensure you remain on track with regular reviews with your advisor
Establish your hopes and aspirations for the future
Harness all of the above and create a tailor-made plan that helps you achieve your retirement goals
INTRODUCING MY PORTAL
On line access to the most recent valuations for your accounts in the palm of your hand. A true financial planning solution for international executives.
Daniel’s solution-oriented and responsive style is well-suited to assisting international investors to achieve their financial goals. Daniel takes pride in working with clients, big or small, to not only navigate the situation, but set them up for the long term
Nicholas has a strong knowledge base and is always striving to provide his clients with the finest experience possible in financial planning. Originally from San Antonio, Texas Nicolas is now based in Miami and well placed to work with current and new clients across the US.
Dominic is a technically driven professional whose prior expertise in dealing with sophisticated/HNW and internationally mobile clients enables him to provide clients with valuable insights and unique strategies on matters such as; repatriation planning, estate tax planning & gifting and complex pension planning and LTA mitigation.
Investing involves risk including the loss of principal. No guarantees of investment performance are offered. Your account values will fluctuate and there will be periods involving negative returns. Investing requires a long term time horizon.
The advice provided by Skybound Wealth Management USA, LLC is provided through a registered investment adviser tailored to suit your individual circumstances and risk appetite. Registration as an investment adviser does not imply a certain level of skill or training.
Skybound Wealth Management LLC is part of the Skybound Wealth Management Group, for all Group regulatory details please visit our regulations page.