With surrogacy increasing in popularity for couples who wish to start a family, many UK intended parents are choosing to embark on their surrogacy journey in the US. There are many benefits to choosing the US. In many states, such as California, commercial surrogacy is legal and has a codified […]
Tag: Planning
Investment planning in times of financial stress
The COVID-19 crisis of 2020 has taken its toll on the world – the tragic loss of life, the devastating social distancing from loved ones and the financial impact on economies across the globe. Global equity markets fell sharply from the middle of February, with drawdown levels of -35% in […]
Setting your financial foundations
When our lives are full and there are not enough hours in the day, reviewing finances can often be the last thing on the agenda. We have so many things to focus our energy on, whether that’s our career, our home, our children, caring for parents, charitable work or simply […]
Wealth Management for International Americans
Wealthy international families often have assets spread out across multiple jurisdictions as they move themselves and their families for personal, lifestyle or business reasons. This creates both headaches and opportunities for managing wealth above and beyond the task of simply picking appropriate investments, and frequently these people find themselves poorly […]
Splitting time: living both sides of the Atlantic
It’s an attractive premise: in a shrinking world where careers and family life can span continents, why not spend half the year in one place and half the year in another? This is a luxury which the Duke and Duchess of Sussex are working on to make a reality, but […]
A United Approach | Series 1 Episode 5 | Cross border Philanthropy
Subscribe now to our Podcast series ‘A United Approach’ for unprecedented insights into how you can navigate the complexities faced by US expats in the UK. Robert Paul, Partner in the US Family Office spoke to John Canady, CEO at NPT UK and Iain Younger, Director at Frank Hirth about giving […]
A United Approach | Series 1 Episode 4 | Investing in Financial Markets
Subscribe now to our Podcast series ‘A United Approach’ for unprecedented insights into how you can navigate the complexities faced by US expats in the UK. Robert Paul, Partner in the US Family Office spoke to Pau Morilla-Giner, CIO and Tahir Mahmood, Tax Specialist at London & Capital about the tax […]
A United Approach | Series 1 Episode 3 | Buying Real Estate
Subscribe now to our Podcast series ‘A United Approach’ for unprecedented insights into how you can navigate the complexities faced by US expats in the UK. Robert Paul, Partner in the US Family Office spoke to Richard Rogerson, CEO at RFR and Carlo Grey, Partner at Buzzacott about the tax implications […]
A United Approach | Series 1 Episode 2 | Estate Planning
Subscribe now to our Podcast series ‘A United Approach’ for unprecedented insights into how you can navigate the complexities faced by US expats in the UK. Estate Planning Robert Paul, Partner in the US Family Office spoke to Chris McLemore, Attorney at Butler Snow and Rachel Davison, Senior Counsel at […]