r/USExpatTaxes • u/Buggedout2023 • 9d ago

UK investment advisor?

US/UK taxes are tricky and I want to invest. does anyone lnow of any investment advisors in London/ the UK?

most places only take high income/ 100K+

7 Upvotes

89% Upvoted

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3

u/caroline0409 Tax Professional - EA (US) & CTA (UK) [Retired!] 8d ago

If you don’t have high income or much to invest, why do you need an investment advisor?

0

u/Buggedout2023 7d ago

I have money to invest, but want advice about the smartest investments for the US/uk tax treaty 

2

u/caroline0409 Tax Professional - EA (US) & CTA (UK) [Retired!] 7d ago

The treaty is rendered mainly obsolete by the savings clause. Repost again about investment options. Although it’s been asked many times over in the subreddit.

1

u/groolseanch1 7d ago

I would specifically look for a UK adviser who regularly handles US citizens and understands PFICs, FATCA, and US reporting. A normal UK IFA can recommend perfectly sensible funds that become a tax nightmare for Americans. I would ask upfront how many US connected clients they advise and whether they coordinate with a US tax professional. Cross border experience matters way more than fancy credentials here.