Tanager Wealth Management LLP invites you to their event

Make 2026 Count: Year-End Financial Tips for US Expats

Tuesday, November 3 2026 at 4:00 pm (GMT)
About 1 hour

About this event

During this session, we will discuss key year-end financial planning considerations for Americans living in the UK, including:

  • Year-end tax planning opportunities
  • Capital gains and tax-loss harvesting strategies
  • Retirement account considerations and Roth conversions
  • Gifting and charitable giving strategies
  • Common pitfalls for US expats and how to avoid them
  • Key deadlines and actions to consider before year-end

Hosted by

  • Team member
    TB T
    Travorn Brown Investment Strategist @ Tanager Wealth Management LLP
  • Team member
    DC T
    David Costello

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.

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