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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

How to Report a Foreign Bank Account on Your Tax Return

For many Americans living abroad, or those who hold financial accounts overseas, understanding your tax reporting obligations is essential. The U.S. government requires citizens and residents to disclose certain foreign financial accounts each year. Failing to do so can lead to significant penalties. Here’s a clear breakdown of when and how to report a foreign […]

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SEC Proposes Improved Information for Annuity and Life Insurance Contracts

United States-based retirement investors stand to benefit from proposed changes to the way in which information about life insurance and variable annuity products is communicated at the point of contract.

The proposals, which have been drafted by the Securities and Exchange Commission (SEC), aim to help investors be clearer about the contents and implications of financial product contracts, particularly in relation to risks, fee structures and other features of these particular insurance products.

The SEC would also like providers to make contracts available to retirement investors in multiple forms, including digital and hardcopy with supplementary information also available online.

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