PRIVATE CLIENT WEALTH MANAGEMENT
At GTN, we can assist clients with international investment and pension planning and advice, including the development and implementation of tax efficient global wealth and asset management for US families and trusts and the tax effective use of QROPS pension transfers.
In association with partner firms, GTN provides access to Fund Management services specifically tailored to US persons living in the United Kingdom and Europe. This service provides US and UK approved investment portfolios for US persons and manages them on a discretionary basis.
Benefits to American clients include:
- Experienced team with over 30 years of combined experience working with American clients abroad
- European and US regulatory registrations to manage discretionary client money
- US & UK tax efficient investments that may significantly reduce the combined taxes due on investments
- US 1099 tax reporting
- Eliminate need to report assets on FBAR forms
- Low cost, institutional investment philosophy
- Optimized client account tax management
In addition to investment advice, GTN can also assist with tax efficient pension planning including the use of offshore pension investments through our affiliated partners.
GTN can review your current pension requirements and assist with the planning issues when moving to or leaving the UK. We provide a complete approach from tax minimisation planning in the UK and overseas to the facilitation of pension transfers to Qualifying Recognised Overseas Pensions (QROPS).