Tag: Wealth Management

A guide to IPOs

A guide to IPOs

Initial Public Offerings, or IPOs, became a hot topic in 2020 with the most IPOs in a calendar since 2000. In a world where IPOs seem to be a weekly occurrence and more accessible to the retail investor.   Basics of an Initial Public Offering What is an IPO? An […]

Managing your wealth after a bereavement

Managing your wealth after a bereavement

Losing a loved one is distressing for anyone, but for many Americans living in the UK, it can create additional challenges. Ordinarily you have to liaise with medical staff, banks, and lawyers but it doesn’t end there if an American is involved. We have highlighted some of the issues when […]

Owning a property in the UK as a US person

Owning a property in the UK as a US person

Selling a property in the UK In the UK, individuals benefit from Principal Private Residence (PPR) relief. This allows individuals to sell their main home and pay no capital gains tax, assuming a few conditions on occupation are met. Unfortunately, the Americans amongst us have another set of rules to […]

US Families in Europe and around the globe

US Families in Europe and around the globe

Whether it be work, family, a lifelong dream to live on the Côte d’Azur or even by accident, the number of Americans living in the UK, Europe and Israel has continued to grow. The increase in globalisation over the past two decades and the citizenship-based taxation system implemented by the […]