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Does your financial adviser understand the implications of you living in the United Kingdom?

We serve a global financial community, are dedicated and committed to help all our clients continue to achieve financial success—regardless of where they reside.


Americans living abroad, those with a US nexus and internationals.

Inheritance Tax Planning Education

Lifestyle Financial Education

Protection Planning Education

Retirement Planning Education

Understanding Expat Finances:

THURSDAY 7 SEPTEMBER, CCT Venue Barbican, LONDON

THURSDAY 21 SEPTEMBER, Crowne Plaza Kensington, LONDON


Organising Your Finances:

THURSDAY 9 NOVEMBER, Focus Expat Community, LONDON


Investment Diversification & Portfolio Management:

THURSDAY 19 OCTOBER, CCT Venue Barbican, LONDON

THURSDAY 2 NOVEMBER, Crowne Plaza Kensington, LONDON
THURSDAY 16 NOVEMBER, Hilton Cobham, COBHAM


Understanding the Implications of US FATCA:

THURSDAY 5 OCTOBER, CCT Venue Barbican, LONDON

THURSDAY 30 NOVEMBER, CCT Venue Barbican, LONDON

Tax Planning Education

Upcoming Events 2017

FATCA Compliance Education

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