About this event
Join our webinar, “Financial Planning and Investments for US Citizens in the UK,” to explore how Americans living abroad can effectively manage their finances and investments. Learn about cross-border tax planning, retirement accounts and compliant investment strategies tailored to US citizens residing in the UK.
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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.
We are experts in providing cross-border financial planning and investment management services to individuals and households in the UK and the US.