About

USA/UK Financial Concierge Ltd. was launched in May 2011 with the purpose of providing an American quality of service to US/UK persons living in the UK. Offering the benefit of 20 years in the Financial Services Industry in the UK, as well as working with an established network of professionals, enables us to coordinate a whole range of services for our clients. We can customise a package of financial and life-management services for just about any unique situation.

Examples of our Financial Concierge services are:

• Tax efficient structuring of your overall estate*
• Review of Wills and Trusts for US tax implications*
• Advice of Foreign Tax Credits*
• Tax Efficient Structuring*
• Use of double taxation treaties.*
• Retirement Planning
• Real Estate Investing
• Private Medical Insurance
• General Insurance
• Risk Management
• American and UK investment advice
• Mortgages
• Culture training*
• Protection advice
• Additional services as needed

If you would like to find out more contact andrea@usaukfinancialconcierge.co.uk.

* These products and services or some aspects of these are not regulated by the Financial Services Authority.

News

• FATCA

  December 6th, 2011

  Quote from American Thinker: ”FATCA: A Ticking Time Bomb for the Economy” ”FATCA’s enforcement of U.S. tax globally has resulted in serious alarm and backlash. FATCA is a clear violation of President Obama’s campaign promise on July 2007.” Watch this space for updates on FATCA.

• What's been happening

  November 28th, 2011

  I have recently interviewed a number of potential providers for my US Taxpayers. These are specialist areas for investment planning and I now feel I have an excellent diversified offering for investments in the US and UK managed by top experts.

• We've launched!

  July 6th, 2011

  After working for 20 years in the financial services industry in the UK, we were tired of US taxpayers being turned away from Financial Institutions and Financial Advisors. We decided it was time to do something about this and set about obtaining information from US tax experts and solicitors in the UK regarding the obstacles that US taxpayers face. We were delighted to discover that there are solutions available to overcome these obstacles. It took 8 months and many hoops jumped through, however we have made it and we are proud to announce the launch of USA/UK Financial Concierge Ltd. We are Americans here to advise US taxpayers and help them to overcome the obstacles and challenges they face in a painless way.

  Welcome to our site and we look forward to meeting with you in the future!