US/UK CROSS-BORDER FINANCIAL PLANNING

At Headway Wealth, we specialise in helping those who have financial ties to the UK. They can be US nationals residing in the UK or employed there, British expatriates living in the US, people with a US tax filing requirement, and people related to the US by birth.

Being an expatriate in the US can be particularly challenging due to the country's unusual laws, tax reporting obligations, and harsh penalties for even minor infractions.

We can help with all aspects of cross-border financing planning including investments, pensions, UK mortgages, protection, and more. Being associated with the United States has tax and legal ramifications, therefore all of our recommendations take this into consideration as well as UK tax laws and rules to ensure you remain compliant in both countries.

FINANCIAL ADVICE FOR BRITISH EXPATS IN THE UNITED STATES

INVESTMENT PLANNING

Typically, British expats leave behind assets they have invested in the UK. These could be investments or pensions where their options for financial planning are limited. If funds are kept invested in the UK, the Foreign Account Tax Compliance Act (FATCA) is a crucial factor to take into account. Since the UK is a signatory to FATCA, any assets that aren't excluded from FATCA reporting need to be carefully structured in order to comply. If not structured correctly the tax penalties can be significant.

PENSION PLANNING

It might be difficult to structure a pension for retirement when there aren't enough pension providers prepared to work with you, even with the UK's fully flexible pension withdrawal policy. We can help you with any pension plans that combine the following:

Final salary Pension
Defined Benefit Pension
QROPS
SIPPs
401Ks
Roth IRAs
All aspects of US/UK retirement planning

FINANCIAL ADVICE FOR AMERICAN EXPATS IN THE UK

INVESTMENT PLANNING

Most Americans who live and work in the UK are still required to file their US taxes so they must be careful about how they set up their finances. FATCA-compliant investments held outside of the United States are subject to substantial tax penalties, as the United Kingdom is a party to the agreement. In order to hold any investments outside of the US in either GBP or US dollars in a compliant and tax-efficient manner, it's best to speak to a cross-border financial adviser who can help Americans residing in the UK organise their investments in the most tax-efficient manner.

PENSION PLANNING

In the UK, a large number of Americans will be building or have already built up pension plans. Many UK pension providers won't want to work with them after they retire because of their US citizenship. Because of this, obtaining benefits is quite difficult. With completely flexible pension guidance, Headway Wealth can help you with your retirement and pension planning in the UK or after you return to the US.

Final salary Pension
Defined Benefit Pension
QROPS
SIPPs
401Ks
Roth IRAs
All aspects of US/UK retirement planning

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Headway Wealth USA is an approved Blacktower Financial Management (International) Limited (BFMI) representative. Building 31, Capability House, Wrest Park, Silsoe, Bedfordshire, MK45 4HR, United Kingdom.

Headway Wealth through its advisers offers investment and financial advisory services through Blacktower Financial Management (International) Limited (BFMI), a registered investment adviser with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or education. Check the background of this firm on the Investment Adviser Public Disclosure page.

Tel: +1(737) 212-9962 I Email: USA@headwaywealthglobal.com

CROSS BORDER FINANCIAL/TAX PLANNING

US/UK CROSS-BORDER FINANCIAL PLANNING

At Headway Wealth, we specialise in helping those who have financial ties to the UK. They can be US nationals residing in the UK or employed there, British expatriates living in the US, people with a US tax filing requirement, and people related to the US by birth.

Being an expatriate in the US can be particularly challenging due to the country's unusual laws, tax reporting obligations, and harsh penalties for even minor infractions.

FINANCIAL ADVICE FOR BRITISH EXPATS IN THE UNITED STATES

INVESTMENT PLANNING

FINANCIAL ADVICE FOR AMERICAN EXPATS IN THE UK

INVESTMENT PLANNING

CROSS-BORDER FINANCIAL PLANNING INSIGHTS

Cross Border Finances I What you need to know if you're retiring overseas with a UK pension

Cross Border Finances I Should You Contribute Towards Your UK Pension Whilst Living Overseas?

Cross-Border Financial Planning I Top Financial Tips For Brits Moving To The US

NEED HELP WITH YOUR US/UK PENSIONS OR INVESTMENTS?