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Financial Advice for US Expats and US Connected Persons

FINANCIAL PLANNING FOR US CONNECTED PERSONS

Expats face unique financial challenges living outside their home country.

U.S. connected persons face even tougher challenges with regard to their investments – many financial institutions simply won’t allow U.S. connected persons to hold investment products and increasing numbers of U.S. financial institutions are closing brokerage accounts for U.S. connected persons with overseas addresses.

In addition it is not possible for those living outside the United States to invest in U.S. mutual funds.

The U.S. Foreign Account Tax Compliance Act (FATCA) has paved the path for subsequent and more global regimes, notably the Common Reporting Standard (CRS).

Providing an investment solution to expats including an American or U.S. connected person was difficult in the past, however at Valiant Wealth we are uniquely positioned to help.

TAKE CONTROL OF YOUR 401k

If you have a 401k retirement plan in the US then you might think that your options are limited now as an expat.  We can help you with options to rollover your 401k into an Individual Retirement Account (IRA).

There are many reasons why this could be right for you:

WIDER SELECTION OF INVESTMENT CHOICE.

LOWER COSTS

FLEXIBILITY FOR WITHDRAWALS

MORE CONTROL

WEALTH TRANSFER ADVANTAGES ON DEATH

FEWER RESTRICTIONS

There are merits to both the 401k and IRA models. Our process will help you determine if the IRA platform is the right option.

FINANCIAL PLANNING WEBINAR FOR US CONNECTED PERSONS IN ITALY

Are you an American in Italy or looking to move to Italy?   Having trouble with your finances and investments?   Join our webinar!   We've teamed up with DUNHILL FINANCIAL and...

The ‘Greta Thunberg Effect’ and The Rise of ESG Investing

By Adam Smith As you have probably heard Greta Thunberg had quite a 2019 which resulted in her being named the 2019 Time person of the year. The level of attention she has brought to the climate...

US expats in Europe find themselves in ‘no mans land’ as providers turn their backs

US expats or US connected people in Europe are used to having a tough time when it comes to managing their finances. The requirements of the IRS, FATCA and restrictions on investments lead many...

Get in touch for a FREE consultation

We firmly believe that your location in the world should not be a barrier to receiving fair, independent and transparent financial advice that you can trust.

We work with clients across the globe and can offer you a FREE initial consultation wherever you are.

It all starts by getting in touch!

Simply complete the contact form and someone will be in touch for an informal chat to discuss how we can help.