Tanager Wealth Management LLP invites you to their event

Moving to America: Your UK–US Financial Roadmap for a Smooth Landing

About this event

Relocating to the United States is an exciting step, but it comes with complex financial considerations. In this webinar, our expert Financial Advisors will guide you through the essentials for a seamless transition, including tax implications, pension planning, investment strategies and currency management. Whether you’re in the early stages of planning or preparing to move, this session will help you avoid costly mistakes and set up a strong financial foundation for your new life in the US.

Hosted by

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    Ben Phillips Financial Advisor @ Tanager Wealth Management

    Born and raised in England, Ben is now a U.S Permanent Resident living in New Jersey. Ben currently holds U.S and UK licenses, a Master's degree from Montclair State University, and has ten years of financial services experience. Ben also uses his personal experiences to help fellow expats.

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    Abbas Somji Financial Advisor | Partner @ Tanager Wealth Management

    Abbas is a Partner and Advisor at Tanager Wealth Management, based in Houston and part of the firm’s US growth. With nearly 15 years’ experience and as a US-UK dual citizen who has lived in both countries, Abbas specializes in cross-border financial planning and investment advice.

Tanager Wealth Management LLP

Expert advice for transatlantic households.

We are experts in providing cross-border financial planning and investment management services to individuals and households in the UK and the US.