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Lifestyle Financial Planning
July 29, 2021

Introduction to International Financial Planning - A UK/US Case Study

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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.

Register Your Interest In Attending Here

Register Now
Daniel Mesa
Financial Advisor

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

Nicolas Mauricio
Financial Advisor

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 Kay
Paraplanner

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.

Register Your Interest In Attending Here

Register Now
Disclosure

Tax laws and legislation subject to change. Always consult a tax professional before investing. Skybound advisors offer services to US clients through Skybound Wealth Management USA, LLC, an SEC registered investment advisor. Registration as an investment adviser does not imply a certain level of skill or education. No guarantees are offered of investment success or that you will attain your financial goals. Investing involves risk including the loss of principal. Copyright © 2021. Skybound Wealth Management USA, LLC. All rights reserved. Skybound Wealth Management USA, LLC is registered with the SEC: CRD 313358. SEC No. 801-121157

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