1. WEALTH MANAGEMENT TAILORED TO THE NEEDS & CONCERNS OF AMERICANS IN THE UK

2. Establish a timeline.
Break out your Google Calendar.
» You can plan ahead. Years ahead.
» Four key phases for US Expats: Know the milestones.

3. Newbie“We’re going home in three years.”

4. Prepare for greater complexity.
Become a bookkeeping black belt for two masters.

5. Nothing is simple.
Assets that cross the pond are potentially liable to taxes.
» Small things can trip you up, like that U.S. credit card.
» Marry a Brit, if you must. Careful about co-mingling funds.

6. Prepare for culture shock.
It’s more than ‘football’ vs. ‘soccer’ – from slang to celebrities to food.
» Ordinance maps are great for ardent hikers.
» Lester maps will take you off the beaten path.
Maybe use a Boris Bike to get there.

7. Settling In
“If it not be now, yet it will come–the readiness is all.”
– Hamlet

8. Knock, Knock! It’s HMRC!
It could be Year 7. Or Year 8.
» File US & UK taxes simultaneously.
» Prepare your US portfolio accordingly.

9. Time to learn the lingo.
» PFICs, ISAs, and SIPPs – the basic menu for savers in the UK.
» Add Foreign Tax Credits to your lexicon.

10. Kids and your health.
» UK dentists aren’t all that bad. Really.
» UK vs. American style schools.

11. Long-term
Sojourner
“To your kids, you will always be an American.”

12. FATCA awaits you.
» Finding a UK custodian – no easy task now.
» Traditional US investments unlikely to be tax-efficient.

13. Savings: The Currency Question
» Dollars vs. Euros vs. Pounds
» Graham Norton or Jimmy Fallon

14. Prepare to become domiciled.
» UK tax rules more generous when you walk this earth.
» US estate rules more generous to your loved one.

15. The Great
Unwind
“It was a very long three years.”

16. If you didn’t meet us earlier...
There are a few options to help you plan your retirement & estate efficiently.

17. Effective planning. More choices.
Live the life you want. Don’t let ‘unexpected’ taxes disrupt your life.

18. 39 Steps
for Smarter
Living
Ask for our printed guide
written for US citizens
living in the UK

19. Burleigh House | 357 Strand | London WC2R 0HS
+44 (0) 207 043 0455 | enquiries@masecopw.com
MASECO LLP trading as MASECO Private Wealth is authorized and regulated by the Financial Conduct Authority in the UK and is a Securities
and Exchange Commission Registered Investment Adviser in the USA. The Financial Conduct Authority does not regulate tax advice.