Join us for an in-depth virtual event with MASECO Private Wealth focusing on key financial considerations for US expats in the UK, including recent changes following the UK budget announcement, the US elections, pensions, mortgages, and trusts. This session is tailored to address how these critical areas impact your long-term financial planning and what adjustments may benefit expats navigating both US and UK regulations. 

MASECO’s experts will cover retirement planning essentials, including how to manage personal pension accounts like IRAs and SIPPs in a cross-border context, as well as navigating how US and UK government pensions impact each other and your retirement planning. Most people either have or are planning to have UK property exposure, so we will review specific issues relating to key differences between US and UK tax treatments for these investments, as well as common pitfalls like the US “phantom tax” on UK mortgage repayments. Finally, with recent adjustments in the UK budget, our speakers will highlight what expats need to know about new taxation measures, especially as they relate to inheritance planning and wealth transfer.

Whether you’re setting down roots or planning for the future, this event offers expert advice on achieving financial security. Join us to understand how to leverage MASECO’s expertise in wealth management for an informed, strategic approach to your financial goals.

Speakers

George King (Senior Wealth Manager, MASECO Private Wealth)

As a senior investment professional with 30 years of financial markets experience, George works with high net worth families on their cross-border financial needs. He has experience advising a broad range of investors from around the world on investment strategy and portfolio construction, across all major asset classes and multiple currency regimes. He joined MASECO in 2015, with a focus on investors with UK/US jurisdiction exposure, reflecting his own status as an American in the UK.

Dan Keeley (Wealth Manager, MASECO Private Wealth)

With an educational background in Economics from Loughborough University, Dan embarked on his journey with MASECO during an industrial placement in 2016. He returned to MASECO after graduating in 2018 and has since worked his way up through the ranks and is now a valued member of the Wealth Management team. He specialises in catering to the unique wealth management needs of U.S. connected, private client, families by focusing on delivering integrated investment management and wealth planning solutions specifically tailored to the individual clients needs and situation.

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