Service pour les expatriés Américains

Trouver des conseils appropriés en matière de planification financière pour les expatriés américains n'est pas toujours simple. Notre objectif est de rendre ce processus aussi transparent que possible et de vous permettre de prendre des mesures positives pour assurer votre avenir financier.

Services aux expatriés Américains

Trouver des conseils appropriés en matière de planification financière pour les expatriés américains n'est pas toujours simple. Notre objectif est de rendre ce processus aussi transparent que possible et de vous permettre de prendre des mesures positives pour assurer votre avenir financier.

Vivre en dehors des États-Unis

The international aspects of the US tax system are complex and ever-changing. This means that even the most basic tax return is complex, and additional informational returns relating to many aspects of an expat’s international lifestyle carry stiff penalties if not filed correctly.

This can also cause issues for US expats when trying to source suitable financial planning, as one of the inadvertent consequences of legislation from the Foreign Account Tax Compliance Act (FATCA, 2010) has been that many institutions now refuse to deal with US expatriates abroad.

Due to the complex nature of this tax reporting, there is a real risk that those who are unaware of the US global tax regime receive such unnecessary penalties, and so our financial planning services are here to provide you with complete peace of mind.

Vivre en dehors des États-Unis

The international aspects of the US tax system are complex and ever-changing. This means that even the most basic tax return is complex, and additional informational returns relating to many aspects of an expat’s international lifestyle carry stiff penalties if not filed correctly.

This can also cause issues for US expats when trying to source suitable financial planning, as one of the inadvertent consequences of legislation from the Foreign Account Tax Compliance Act (FATCA, 2010) has been that many institutions now refuse to deal with US expatriates abroad.

Due to the complex nature of this tax reporting, there is a real risk that those who are unaware of the US global tax regime receive such unnecessary penalties, and so our financial planning services are here to provide you with complete peace of mind.

The Benefit of Our Service

Navigating the complexities of cross-border investing can already be a challenge. In addition, many of us are too busy to either make sense of the tax requirements or have the necessary skillset. Developing a financial plan and tax efficient investment strategy in order to maximise wealth is precisely what our US expatriates service does for our Clients.

We have ensured we utilise available solutions that are tax compliant, whilst still keeping your costs down and investment performance up. When it comes to your personal finances, there is no such thing as an unimportant question, and whilst some Banks will tell you that you cannot invest at all, we know different.

Expert US tax advice is essential. At Patterson Mills, we recommend and work with international US tax experts with offices in Geneva, Zurich, London and the Nordics. Our partnerships enable you to benefit from tax experts that specialise in US tax advice, planning, and compliance for individuals, funds, trusts and corporations affected by the US tax system, wherever they may live or operate in the world.

Notre solution distinctive pour vous

Heureusement, que vous soyez ou non un client actuel de Patterson Mills, nous pouvons vous proposer la solution de conseil ou la stratégie d'investissement adéquate, c'est-à-dire adaptée à vos besoins ;

  • Transparent

  • Indépendant

  • Centré sur le client

  • Personnalisé

  • Expert

  • Distinctif

Le résultat est :

  • Un service complet

    Your investments are assessed, reviewed, and fully tax compliant, accessing specific US tax advice where relevant.

  • A jour

    Your investments are updated in line with your risk profile and ongoing, ever-evolving objectives.

  • Tout est couvert

    We are part of the carefully selected team of experienced, professional Advisers for your whole period overseas.

Nos solutions visent à réduire vos coûts et à améliorer la performance de vos investissements, tout en vous garantissant des conseils qualifiés et réglementés qui vous apportent la tranquillité d'esprit. 

Pour bénéficier de notre service d'expatriés aux Etats-Unis, assurez-vous que vous contactez-nous dès aujourd'hui pour un premier entretien sans frais et sans obligation. Votre chemin vers la liberté financière commence ici.

Useful Information for US Expats

There are various pieces of information of which US Expats should be aware. 

Click on the button below to find out more.