Contact

News & Insights

Welcome

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

Understanding Social Security When Retiring Outside of the United States

Understanding and structuring retirement and pension plans in the United States is a difficult and complex task even at the best of times.

In fact, it is little wonder that so few British expats are able to make sense of retirement planning in the US when even US citizens struggle to do the same without anything like the same level of cross-border tax and income reporting obligations.

Things can get even more complicated in the event that as an expat you decide to eventually retire outside of the US but have built up some eligibility for US Social Security benefits; what, ask many expat wealth management clients, are your rights and responsibilities in such a situation?

Read More

Select your country

Please select your country of residence so we can provide you with the most relevant information: