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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

Inheritance Planning Options for the Expat

If you are a non-resident alien or green card holder living in the United States you will have important decisions to make regarding your wealth management and inheritance tax planning.

While it is always a difficult subject to contemplate, thinking about the future and what will happen to your wealth and assets once you are gone is definitely something which requires forethought and advice from an international financial adviser, especially if you are living abroad.

So, here at Blacktower in the US, we have put together a short guide featuring some of the main considerations.

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Health Savings Accounts and Expatriation

Health savings accounts (HSAs) are an attractive and popular complement to the retirement plans of an increasing number of Americans. The Employment Benefit Research Institute (EBRI) reports that around 3 in 10 employees in the US are enrolled in HSA-eligible health plans.*

Although an HSA is not a retirement account per se, they are frequently a component of a retirement saving strategy as they can be used to cover qualifying healthcare expenses while also offering tax-friendly advantages, particularly if the account holder is able to compound the account’s balance over years.

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