Tanager Wealth Management LLP invites you to their event
About this event
Join us and guest speaker, Nikki Neal, from Brodies LLP for a focused webinar on the key financial, legal and tax considerations US citizens face while living in Scotland. Learn how to navigate cross‑border complexities with clarity and confidence.
Hosted by
Patrick is a Partner and Financial Advisor at Tanager Wealth, and he specializes in complex planning for high-net-worth clients, international estate planning and inheritances. Prior to working in Financial Planning, he worked for a trust and estate law firm and co-wrote a book on estate planning.
Nikki has specialised in a broad range of private client work since 2011. She is regularly instructed by clients to assist with estate planning, the establishment and administration of trusts and drafting wills. She also regularly deals with incapacity issues including powers of attorney and personal injury trusts.
We are experts in providing cross-border financial planning and investment management services to individuals and households in the UK and the US.
