Moving to the United States

Are you planning on moving to the US?

If you are planning on moving to the US and have assets in the UK, then careful planning before you move could save you thousands of dollars in tax.

The US will not only tax you on your worldwide income and gains, but also has some punitive rules for holding common investment structures such as ISAs, investment bonds, and OEICs.

Obtaining the right advice is crucial to ensure you don’t end up paying more tax than you need to. We can also help you to avoid falling fall foul of the more complex investment rules.

Licensed and regulated in both the UK and the US

Licensed and regulated in both the UK and the US, our expert team of advisers are perfectly placed to help you plan for your future. Our advisers have wide knowledge of both the UK and US systems and are here to help you set up and start your life abroad. We’re ready to support you every step of the way.

Talk to one of our expert wealth advisers for independent advice about your best course of action.

The value of your investments can go down as well as up, so you could get back less than you invested