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Sourcing appropriate financial planning advice for US expatriates is not always simple. Our aim is to make this process as seamless as possible and allow you to take positive action to secure your financial future.
Sourcing appropriate financial planning advice for US expatriates is not always simple. Our aim is to make this process as seamless as possible and allow you to take positive action to secure your financial future.
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 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.
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.
Fortunately, whether or not you are a current client of Patterson Mills, we can offer the right advisory solution or investment strategy, tailored to you, that is;
The result is:
Our solutions are aimed at keeping your costs down, investment performance up and ensure you benefit from qualified, regulated advice that provides peace of mind.
To benefit from our US expatriates service, ensure that you get in touch with us today for an initial no-cost and no-obligation discussion. Your path to financial freedom begins here.
There are various pieces of information of which US Expats should be aware.
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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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