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Financial Planning Issues for USA Nationals
As an American Citizen living overseas, planning your finances requires special care and attention. Maybe you are on a short term posting to a foreign country or maybe you are a long term Expatriate who intends to live overseas for the foreseeable future, whatever your unique circumstances are, we can help.
At Unity Financial Partners we can provide both short and long term Financial Planning solutions for our American Clients. We work with US Based Wealth Managers and Insurance Companies to ensure that you can continue to plan for you and your family’s future whilst you are overseas and when you return home.
For Long term Expatriates, we can provide access to a wide range of International Financial Planning Solutions which take into account the requirements you have to your government back home. Unlike many other nationalities, American citizens have an obligation to pay tax on worldwide income and to file a tax return even if they are not living on home soil. This means that some of the solutions which are effective for many other nationalities may not be suitable for American Expatriates, particularly if you intend to return to the United States in the near future.
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The Financial Planning Process is basically the same for every nationality as the basic principles remain the same but for American Expatriates the key to planning whilst overseas is to make sure that longer term planning, which may involve areas such as retirement planning and long term insurance, are fully US compliant and tax efficient if you return home.
We can help you to ensure that you can continue to plan for you and your family’s goals and ambitions both whilst you are overseas and when you need to return to the United States. Our advice and servicing is continually ongoing and when you do return to the United States, we will provide you with the option to continue your planning with one of our approved US Certified Financial Planners.
To find out how we can help you and your family to realise your unique goals and ambitions, please contact us today. You may find it helpful to complete our Online Analysis for USA Nationals which is designed to give you some quick feedback on some of the key areas of how to plan your finances both during your time overseas and when you return to The United States.
Click here to go to our Detailed Online Review for USA Nationals
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1. No need to buy an Annuity
2. Income paid gross
3. No tax charge on passing assets to Beneficiaries.
more than the surrender value paid by the bank or insurance company who sold you the policy.
Perhaps you need access to cash or would like to look at more suitable investment options.
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How good advice can reduce or remove this.
