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Products and Services for USA Nationals

At Unity Financial Partners, we can provide a wide range of products and services for American Expatriates living and working outside of The United States. We work with US based Wealth Managers and Insurance companies to ensure that if and when you return home, your Financial Planning can continue without interruption.

Products and Services based in The United States include:-

  • Retirement Accounts.
  • Tax Efficient Insurance based products such as Variable Annuities.
  • Portfolio Management, both on a discretionary and advisory basis.
  • Complex Investment Strategies for High Net Worth Individuals.
  • Estate and Trust Planning.
  • Long term Life Insurance such as term and whole life.
  • Accident and Disability Cover.
  • Personal or Professional Liability Insurance.
  • Services for Diplomatic or US State Employees based overseas.

Products and Services based outside The United States include:-

  • International Mortgages for Residential or commercial Property Purchase overseas.
  • International Personal Insurances such as Health Cover and Income Protection.
  • International and EU based Tax Efficient Investment Portfolio’s and Regular Savings Plans.
  • International annually renewable Term Life Cover.
  • A wide range of Italian and EU based services such as Pensions and local Insurance.

For our American Clients, it is important to be aware that certain types of Investment, Savings and Insurance Products may be suitable during periods of residency outside of The United States but if you do return home, many of the advantages will no longer apply and you may not be able to continue to send further contributions. This could result in penalties for certain types of products. In addition to this, certain taxes may be due for Investment or Insurance based contracts if you return to The United States. For this reason, we will only consider recommending certain types of Non US based Investment or Insurance Products and Services if you intend to remain outside of the United States for a minimum of 5 years and you acknowledge this in the form of a signed declaration.

Put us to the test and contact us today

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 Review 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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Our Unique Charity Referral and Member Credit Reward Program
Unity Financial Partners is committed to helping charities which are working to improve the lives of those in need.

To find out how you can help without any cost or obligation, please click here
Living or moving overseas from the UK with Pension Benefits?
Find out how you may be able to benefit from a QROPS.

1. No need to buy an Annuity
2. Income paid gross
3. No tax charge on passing assets to     Beneficiaries.

Do you have a UK Endowment Policy?
Did you know that you may be able to release the cash value of your UK endowment policy with up to 35%
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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