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Free E-Guide Download

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Your free e-guide, 'US Citizens Abroad' is available to download below.

Overview

American expatriates and US connected individuals working and living around the world are often left without good quality financial planning support.

What's Included:

With many advice firms choosing not to support US citizens, our team of dual qualified Advisers have compiled an informative guide that covers:

  • Steps you must take to be FATCA compliant
  • The consequences of failing to file your tax return on time
  • Difference between US expat and US connected individuals and the common misconceptions
  • Pros and Cons of foreign and local passive investment funds
  • Importance of completing a 8938 form
  • Ways you may improve your tax efficiency
  • Options available to US expats to effectively protect and grow your wealth