Kick Start your Personal Financial Planning for 2025
Wed Jan 29, 2025 6:30 PM - 9:00 PM GMT
The Kodak Building, 11 Keeley Street, WC2B 4BA
Description
Join the University of California Trust and MASECO Private Wealth for our in-person Financial Planning Session, where you’ll have the opportunity to engage directly with experts on managing your finances as an American expat in the UK. Designed to be both informative and interactive, this session offers personalized insights into your financial situation while addressing broader topics such as tax planning, pensions, mortgages, and investment strategies.
Whether you’re navigating cross-border tax complexities, considering property ownership in the UK, or planning for retirement with tools like ISAs, SIPPs, and PFICs, MASECO’s specialists will provide practical advice tailored to your unique needs. This is a chance to ask questions specific to your circumstances while learning how to optimize your financial planning to achieve long-term goals. Whether you’re a recent arrival or a long-term resident, this event is a must-attend for anyone looking to secure their financial future while living abroad.
Tickets include drinks, snacks, and access to a comprehensive Financial Planning Template—a valuable resource to help you map out your next steps with clarity and confidence. Proceeds from the event will support initiatives for UC students studying in the UK.
Don’t miss this opportunity to gain expert advice, network with like-minded individuals, and take proactive steps toward smarter financial living in the UK.
The Experts
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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This event is part of a series. If you missed the first two sessions, you can catch up at the links below:
- Money Matters: Tips and Tricks to Managing Your Finances as an Expat in the UK
- Delving Deeper: Complex and Less Common Financial Challenges for US Expats
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Location
The Kodak Building, 11 Keeley Street, WC2B 4BA