Download - 39Steps_30minute_FINAL
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WEALTH MANAGEMENT TAILORED TO THE NEEDS & CONCERNS OF AMERICANS IN THE UK
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Establish a timeline.Break out your Google Calendar.
» You can plan ahead. Years ahead.» Four key phases for US Expats: Know the milestones.
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Newbie“We’re going home in three years.”
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Prepare for greater complexity.
Become a bookkeeping black belt for two masters.
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Nothing is simple.Assets that cross the pond are potentially liable to taxes.
» Small things can trip you up, like that U.S. credit card.» Marry a Brit, if you must. Careful about co-mingling funds.
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Prepare for culture shock.It’s more than ‘football’ vs. ‘soccer’ – from slang to celebrities to food.
» Ordinance maps are great for ardent hikers.» Lester maps will take you off the beaten path.
Maybe use a Boris Bike to get there.
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Settling In“If it not be now, yet it will come–the readiness is all.”
– Hamlet
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Knock, Knock! It’s HMRC!It could be Year 7. Or Year 8.
» File US & UK taxes simultaneously.» Prepare your US portfolio accordingly.
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Time to learn the lingo.» PFICs, ISAs, and SIPPs – the basic menu for savers in the UK.» Add Foreign Tax Credits to your lexicon.
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Kids and your health.» UK dentists aren’t all that bad. Really.» UK vs. American style schools.
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Long-term Sojourner
“To your kids, you will always be an American.”
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FATCA awaits you.» Finding a UK custodian – no easy task now.
» Traditional US investments unlikely to be tax-efficient.
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Savings: The Currency Question
» Dollars vs. Euros vs. Pounds
» Graham Norton or Jimmy Fallon
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Prepare to become domiciled.
» UK tax rules more generous when you walk this earth.
» US estate rules more generous to your loved one.
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The Great Unwind
“It was a very long three years.”
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If you didn’t meet us earlier... There are a few options to help you plan your retirement & estate efficiently.
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Effective planning. More choices. Live the life you want. Don’t let ‘unexpected’ taxes disrupt your life.
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39 Steps for Smarter
Living
Ask for our printed guide written for US citizens living in the
UK
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Burleigh House | 357 Strand | London WC2R 0HS
+44 (0) 207 043 0455 | [email protected]
MASECO LLP trading as MASECO Private Wealth is authorized and regulated by the Financial Conduct Authority in the UK and is a Securities and Exchange Commission Registered Investment Adviser in the USA. The Financial Conduct Authority does not regulate tax advice.