Financial Planning for US Expats
Guidance for Americans navigating wealth in the UK
Living in the UK as a US citizen brings opportunity, but also a unique layer of financial complexity. From dual tax considerations to cross-border pensions, investments and estate planning, the rules can feel overwhelming without the right support.
At Belvedere, we help you create a financial plan that supports your long‑term ambitions, wherever you choose to settle. Our advisers provide financial planning and advice tailored to the realities of transatlantic life, ensuring your plan works seamlessly across both countries.
Services based on a minimum of £100,000 in investable assets (including pensions).
Executives
& Professionals
Whether your career is in the creative space or the corporate sector, managing equity compensation, international pensions or income can be challenging. We help you structure your finances tax‑efficiently while keeping your long‑term goals in focus.
Female Investors
From career breaks to longer retirement horizons, women often navigate unique financial situations and overseas rules can add to the challenges. Our service provides thoughtful, personalised guidance that supports women’s long‑term security and independence.
SMEs
& Entrepreneurs
Managing or exiting a business across two jurisdictions introduces new layers to decisions around ownership, liquidity and long‑term planning. Advisers can provide a structured framework that brings direction to each stage, supporting a more intentional approach.
Families
Major life events, from marriage and children to relocation, inheritance or divorce, become more complex when they involve two tax systems. Advisers provide steady guidance to help you make choices that support your family’s future.
UK Residents with
US Pensions
If you hold US retirement accounts and now reside in the UK, these assets remain a meaningful part of your financial landscape. We can help you understand, manage and integrate your US retirement accounts into your broader financial plan.
Other Professionals
Regardless of your profession, your circumstances deserve thoughtful, tailored guidance. From legal to sports and entertainment, we support clients from a wide range of backgrounds, helping you understand your options and take guided steps at each stage of your financial journey.
How we can support you
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
Please be aware that investments can put your capital at risk as there are inherent risks with investing due to the value of investments fluctuating over time.
Corporate investing can impact Business Relief, and tax on these returns is dependent on the accounting basis and the type of investment. - (In relation to Corporate Investment Accounts).
The Financial Conduct Authority does not regulate estate planning, cashflow planning, tax planning, trusts, Lasting Powers of Attorney, or will writing.
Why Choose Belvedere
Tailored Advice
Your circumstances are unique; your financial plan should be too. We build strategies around your goals, lifestyle and long‑term ambitions.
Trusted Expertise
Our advisers have years of experience supporting clients with various needs, ensuring you receive guidance grounded in clarity and precision.
Client‑Centred Approach
We take the time to understand your priorities, values and concerns, creating a partnership built on transparency and trust.
Proactive, Long‑Term Planning
Your financial life evolves, and we will too. We provide ongoing support to help you stay ahead of market shifts and life transitions.
