What we're about
Gaining Trust
We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.
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What we're about
Getting results
Our reputation is built by winning trust, but also delivering on our promises. We love working closely with our expat clients, giving sound financial planning advice to leverage wealth and help grow their investment portfolios.
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Posted by Eduardo Ferreira Simoes | Aug 07, 2026
Should a US Resident Keep, Transfer or Draw a UK Pension? A Private Client Decision Framework
A UK pension can become one of the most complex assets a US resident owns-not because of the pension itself, but because every decision about it sits between two tax…
Posted by Eduardo Ferreira Simoes | Jul 31, 2026
QROPS for US Residents: IRS Rules, UK Pension Transfers and Why Overseas QROPS No Longer Work
For US residents with UK pension assets, the old QROPS conversation is largely over. That does not mean QROPS has disappeared as a UK pension transfer category. It has not.…
Posted by Eduardo Ferreira Simoes | Jul 24, 2026
UK Pensions 25% Tax-Free Cash and the US Tax Treaty: What Articles 17 & 18 Do – and Do Not – Protect
1. “Tax-Free” in the UK Is Not the Same Question as “Tax-Free” in the US For many UK pension holders who move to the United States, the phrase “25% tax-free…
Posted by Eduardo Ferreira Simoes | Jul 17, 2026
Holding a UK Pension While Living in the United States: Tax, Treaty, Transfer and Family Considerations
The Real Question Is Not “Can I Move My UK Pension?” For many US residents with UK private pension assets, the first question is often framed too narrowly: can I…