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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.

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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

WEF Report Highlights Retirement Planning Shortfalls

A new report from the World Economic Forum (WEF) titled “Investing in (and for) Our Future”, has outlined concerns that many of the world’s retirement savers will outlive their savings by more than a decade.*

The WEF warns that overburdened state and private employee retirement plans are ill-equipped to deal with the pressures of ageing populations and new economic concerns, and says that retirees in six of the world’s major economies – Japan, the United Kingdom, the United States, Germany, Australia, Canada and the Netherlands – risk outliving their retirement plans by, on average,8 to 20 years.

It also sought to highlight the plight of female retirement savers in particular, who, as well as living longer than their male counterparts, tend to draw on smaller pension pots.

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Tax Benefits of the Non-Habitual Resident Status

Over the past few years’ Portugal has developed a reputation as the new tax haven for affluent and high net worth individuals, all of whom wish to achieve tax optimization by relocating to a friendly, discreet and safe EU country. With Portuguese residency they are able to acquire a special tax regime, with many attractive […]

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