Author name: Lawrie Chandler

Guidance on reporting for our American SIPP for US Persons (USA residents/citizens)

Expat financial advice /

Navigating the intricate landscape of international finance and taxation can be a daunting task for U.S. persons holding foreign pension accounts, such as the UK’s Self-Invested Personal Pension (SIPP). With the overlapping jurisdictions of U.S. and foreign tax laws, understanding the reporting requirements for SIPPs is crucial to ensure compliance and optimize financial strategy. This […]

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Navigating the Tax Maze: Strategies for American Expats Under the Scrutiny of the IRS and HMRC

News /

The intricate dance between tax obligations in the United States and the United Kingdom for American expatriates presents a labyrinth of challenges. The complexity of balancing the Internal Revenue Service’s (IRS) requirements with those of Her Majesty’s Revenue and Customs (HMRC) can seem daunting, yet it’s a puzzle that, with the right expertise, can be

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Bridging Financial Gaps: The New Era of Junior ISA for American Families in the UK

Expat financial advice, News /

In a world where the financial future seems increasingly uncertain, finding a reliable and affordable way to secure our children’s futures is more important than ever. This is especially true for American families living in the UK, who often face additional hurdles in navigating the complexities of international finance. Recognising this, Edale have taken a

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Maximizing Social Care Finance: The Key Role of Independent Financial Advisers in UK Council Services

Investments /

Within the intricate web of adult social care looking after finances is tough work. The roles of Appointees and Deputies stand out for their critical responsibility in managing the financial affairs of individuals who lack the capacity to do so themselves. This article explores why a council might consider engaging an independent financial adviser for

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Financial advice for a range of American professionals in the UK

Expat financial advice /

Americans in the UK work in a diverse range of professions. Many Americans in the UK are there on corporate transfers, working for American companies with offices in the UK. There’s also a growing number of American entrepreneurs and business owners in the UK. Given the strong economic ties between the two countries and the

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Managing Your Offshore Insurance Savings Scheme: Evaluating Your Options and Making Informed Decisions

Investments /

If you currently have an offshore insurance savings scheme, you may be wondering what your options are and what you should do next. Here are some steps you can take to evaluate your current situation and make informed decisions about your investment. In summary, if you have a current offshore insurance savings scheme, it is

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Understanding Offshore Insurance Savings Schemes: Pros and Cons of Unit-Linked Insurance Investment Plans

Investments /

While unit-linked insurance investment plans offered by offshore insurance savings schemes may have been popular in the past, they have come under scrutiny in recent years for being out of date and offering poor value to investors. One of the main criticisms of these plans is that they are often associated with high fees and

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