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We will bring you stories from the US and the UK regarding cross border tax planning, management of international pensions, retirement and pension planning for US non-residents and US residents, and all manner of financial news items from the UK and the US.

Watch this space for more.

This communication is for informational purposes only and is not intended to constitute, and should not be construed as, investment advice, investment recommendations or investment research. You should seek advice from a professional adviser before embarking on any financial planning activity. Whilst every effort has been made to ensure the information contained in this communication is correct, we are not responsible for any errors or omissions.

Investment advice and investment advisory services offered and provided through Blacktower Financial Management US, LLC. This communication is for informational purposes only based on our understanding of current legislation and practices which are subject to change and are not intended to constitute, and should not be construed as, investment advice, tax advice, tax recommendations, investment recommendations or investment research. You should seek advice from a professional before embarking on any financial planning activity. Whilst every effort has been made to ensure the information contained in this communication is correct, we are not responsible for any errors or omissions.

Other News

Forms of Interest for Expats Paying Tax in the US

If you are an expat paying tax in the United States, you will need to be sure that you are compliant with the annual income and asset filing requirements. Not only will taking steps to understand your obligations help you ensure that you are in line with the law, it also gives you the clarity to plan and structure your wealth and tax affairs so that you can move towards your longer term financial and retirement goals.

Here we look at some of the forms you may need to complete.

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TOP TIPS – Inheritance and Estate Planning Issues in the US

Recent news reports across the US suggest that over the next three decades $36 trillion worth of assets is expected to be passed on to heirs in the country. And with around two in every ten households having received an inheritance in the past thirty years, it seems that succession and legacy gifting is still a major source of financial security for many. *

Here we take a look at some key issues on the subject of inheritance and estate planning for expats in the USA.

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