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Our service for American Clients is enhanced by our partnership with USTAXFS and ensures that your money is working as efficiently as possible whilst addressing all US tax requirements you may face.
Our service for American Clients is enhanced by our partnership with US Tax FS and ensures that your money is working as efficiently as possible whilst addressing all US tax requirements you may face.
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, alongside USTAXFS, are here to provide you with complete peace of mind.
Our private Client service model, is aimed at keeping you, your financial goals and objectives at its core with tax-efficient investment strategies tailored to you.
With 36+ years in the Financial Services Industry, at Patterson Mills there is the necessary depth of knowledge, experience and understanding to ensure the best possible financial outcomes for our Clients.
As we are wholly independent, all fees are transparent and detailed in advance. We do not receive commissions at any stage in the advice and portfolio management process. The result is that we are completely aligned with our Client’s interests and, as such, you can be assured of the most suitable, totally unbiased, investment analysis recommendations.
Our extensive range of financial services includes, but is not limited to, wealth protection and investment management advice, retirement income planning, estate planning, property finance and many cross-border services. Included in our US expatriates service is referral, where relevant, to our expert US tax partners at USTAXFS.
To begin your journey with Patterson Mills, our process features 3 key steps:
With 36+ years in the Financial Services Industry, we have a plethora of knowledge from extensive experience in many aspects of financial planning. We have amongst the widest of professional qualifications as a Chartered Financial Planner, the Gold Standard in financial and investment planning.
Following the success of our fee based, UK practice, Patterson-Mills Financial Planning, in 2020 we expanded our horizons to Switzerland where we formed Patterson-Mills Sàrl.
With 35+ years in the Financial Services Industry, we have a plethora of knowledge from extensive experience in many aspects of financial planning. We have amongst the widest of professional qualifications as a Chartered Financial Planner, the Gold Standard in financial and investment planning.
Following the success of our fee based, UK practice, Patterson-Mills Financial Planning, in 2020 we expanded our horizons to Switzerland where we formed Patterson-Mills Sàrl.
Patterson-Mills Sàrl is powered by Lawsons Network and operates as an Appointed Representative. We benefit from their regulatory infrastructure and cutting-edge software, enabling us to safeguard and enhance your wealth. Lawsons Network AG, Company No. CHE-394.490.386, Rue Neuve-du-Molard 19, 1204 Genève, Switzerland. Lawsons Network AG is registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA – F01379525), a member of the Client Advisors register at Association Romande des Intermédiaires Financiers (ARIF – 32974) and affiliated to Organisme de Surveillance pour Intermédiares Financiers & Trustees (SO-FIT) as an SRO – Affiliate No. 1202.
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