YOUR JOURNEY
CLIENTS
Americans Retiring
Abroad
We are uniquely positioned to help Americans wanting to retire to Europe. Working with you to ensure that your investments are positioned in a compliant and regulated environment for a successful retirement in Europe before you leave the US.
Helping you to organise the practical matters and other issues that are often overlooked to maintain compliance from both a US and European perspective.
Americans Living and working in Europe
PFIC1¹ , FATCA² , FBAR³ etc, all too familiar acronyms that create confusion for US Expat investors.
Our team of advisors are well versed in all of these matters and can help you through this financial maze ensuring that you in invest compliantly and safely from both a US and a European perspective.
Whether it's retirement planning, capital investment or long term saving, we can guide you along the right path to achieve your goals.
¹ PFIC – Passive Foreign Investment Company
² FACTA – Foreign Account Tax Compliance Act
³ FBAR – Report of Foreign Bank and Financial Accounts
American Expats looking to
return to the US
Your European assignment has finished, or you simply want to return home.
Estate planning, taxation issues, and compliance with US financial rules can all be very problematic when considering returning to the US. Our experienced team can help you navigate these issues and ensure a smooth and compliant transition back into the US system.
