Brits In America - UK 2 US Wealth

UK 2 US Wealth Ian Manwaring The Old Barn, Blymhill Lawn Nr Shifnal, TF11 8LS, UK Tel: +44 (0)1952 850359 Cell: +44 (0)7914 580474 Fax: +44 (0)845 127 4426 e-mail: uk2us.wealth@btinternet.com website: www.cfm.tppowered.com Provider of pre and post-immigration consultancy, financial services and advice for Brits' peace of mind when moving to the US either on long term assignment or emigrating. Analysis of pre-existing investment and pension options to ensure UK/US tax and reporting compliance and avoid unnecessary future penalties. Personal advisory service to investment and pensions to ensure a properly structured and risk based retirement/investment fund in sterling or dollars. Access to offshore pension products, including sterling or dollar based investments, no tax within the fund on death and the creation of a succession plan for spouse/children. Work in tandem with US/UK tax professionals (we can refer you) to ensure comprehensive planning. Fully authorised* and regulated by the UK Financial Services Authority no.500121 UK 2 US Wealth is a trading style of Care Financial Management Ltd. No service can be provided to US citizens. The preceding information is general and is not an offer for sale nor solicitation in the US or its known territories. Areas Served :* All USA. Owner Information : Your adviser has been UK authorised since 1991 and holds the following UK qualifications: Financial Planning Certificate Investment Advice Certificate Professional Investment Certificate Advisory and or consultancy services are provided on a fee basis (either hourly or fixed %). No commission based products are used. Payment made be made in GBP or $ Fixed price consultations (non-advice) can be arranged by prior arrangement for those who simply want, or need, an overall appraisal of their position.
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UK 2 US Wealth

Ian Manwaring

The Old Barn, Blymhill Lawn
Nr Shifnal, TF11 8LS, UK

Tel: +44 (0)1952 850359
Cell: +44 (0)7914 580474
Fax: +44 (0)845 127 4426

e-mail: uk2us.wealth@btinternet.com

website: www.cfm.tppowered.com

Provider of pre and post-immigration consultancy, financial services and advice for Brits' peace of mind when moving to the US either on long term assignment or emigrating.

Analysis of pre-existing investment and pension options to ensure UK/US tax and reporting compliance and avoid unnecessary future penalties.

Personal advisory service to investment and pensions to ensure a properly structured and risk based retirement/investment fund in sterling or dollars.

Access to offshore pension products, including sterling or dollar based investments, no tax within the fund on death and the creation of a succession plan for spouse/children.

Work in tandem with US/UK tax professionals (we can refer you) to ensure comprehensive planning.

Fully authorised* and regulated by the UK Financial Services Authority no.500121

*UK 2 US Wealth is a trading style of Care Financial Management Ltd.
No service can be provided to US citizens.
The preceding information is general and is not an offer for sale nor solicitation in the US or its known territories.

Areas Served : All USA.

Owner Information : Your adviser has been UK authorised since 1991 and holds the following UK qualifications:

Financial Planning Certificate
Investment Advice Certificate
Professional Investment Certificate

Advisory and or consultancy services are provided on a fee basis (either hourly or fixed %). No commission based products are used.

Payment made be made in GBP or $

Fixed price consultations (non-advice) can be arranged by prior arrangement for those who simply want, or need, an overall appraisal of their position.

UK 2 US Wealth