Edale’s DPS is a premier solution for international clients seeking discretionary managed portfolio plus tax efficiency and US tax regulation compliance.
Edale offers risk-graded US tax-compliant portfolios – designed for US citizens available in UK Sterling and US Dollar. This ensures you as a US Citizen are never taxed twice. As all investors on the platform complete a W9 or W8-BEN form, we can differentiate tax treatments between investors. Assets are administered and held is safe custody in Jersey, Channel Islands.
This service is available to expatriates living in the USA and also US Persons living as expatriates internationally. To learn more call +44 207 99 35 360 or contact us through the form below.