Edale

@marktilbury What we advise our dual citizens. The Roth is a great pre-retirement transition for UK based folks. tax efficient income in the UK at retirement after 5years.

The wealthy use tax-advantaged accounts to invest: US: Roth IRA + 401K UK: Stocks & Shares ISA + Pension You can do this as well! Be sure to make use of your allowances each year.

I'm a millionaire. Here's how to manage your money like the 1%:🧵

@Ignites Having worked on a few cases of UK clients with these IRAs its not the simplest transfer process in our experience but now regularly supporting UK clients with a Vanguard Legacy fund.

Vanguard will close its legacy mutual fund platform at the end of 2025 after nudging clients to migrate to its new platform for roughly 10 years. ow.ly/u6rX50TUx9W

HMRC amended its pension taxation internal guidelines last week to formally tax foreign pension lump sum payments—more tax on savers. Anyone that worked overseas and accrued pension benefits faces the potential double + higher taxation of lump sum distributions #journorequest

@Telegraph A pair of rules where you earn two pounds and lose a pound creates a real dilemma for people who want to plan their long-term futures. Known as the “60% Tax Trap” and “Taper Tax”. edale.co/high-earners-d…

Around 6.8 million taxpayers face being dragged into a higher tax bracket next year. See how you can slash your bill.

@sarabenwell Happy to give advice anytime. 💨

Looking for a financial planner / IFA who can do me a quick comment for the Sun. #journorequest

Whether it’s a sunrise or sunset we all go into darkness at moments. There’s always a seat through it.

🌍 No two journeys are the same, and neither is our financial advice. Whether you’re a dual national, expat, retiree, professional or business owner, we tailor our services to your unique needs. 🌟 Plan for your future with confidence. 💼 #FinancialPlanning #GlobalWealth

🚀 At Edale, we're making financial advice more accessible than ever! With extended office hours ⏰, hybrid advice 💻, and easy access for all 🌍, you can now request personal illustrations with ease. Get started today: edale.co/wealth-quotati… 💼 #FinancialFreedom

@Melitacam4 We started on a snowy Jan 2014 following strategic decisions by the bank to exit international work. So the clients in BeNeLux and Switzerland lose a provider. Despite redundancy, the new clients supported us as the first clients to build a globally thinking financial firm.

What did redundancy lead you to do? Was it a stepping stone to your current success? Please get in touch if you have a personal story that portrays redundancy in a positive light. This is for an educational business magazine in the DACH region. #journorequest #interviewpartners

@GaryNunn1 When you get into government policies and wording phrases like alien and citizenship often occur. Edale manage finances investment and for expats where "dual citizenship" is common description we hear from clients.

I'm researching a piece exploring the potential problems of the terms 'digital nomad' and 'expat.' Do you have quotable thoughts? Reply here! #journorequest #journorequests #language #linguistics #digitalnomad #expatlife #expat #expats #digitalnomads

@thebedfordfox, how long did it take to receive your funds from Barclays from the Dormant Account?

🇺🇸💷 US Citizen Living in the UK? Make the most of money with guided investment and financial advice! No minimum, invest wisely, and we do IRS and HMRC tax compliance #FinancialTips #ExpatLife 🌍 edale.co/wealth-curatio…

Inheritance Tax and Capital Gains Tax walk into a bar. The bartender asks, "What’ll it be?" Inheritance Tax replies, "I’ll take everything over £325,000." Capital Gains Tax adds, "And I'll have a piece of every cake you've profitably sold!" edale.co/what-could-som…

Distributions from Brite Advisors aren't expected until after March 2025. Court approvals, beneficiary verification, and possible disputes, so it’s taking longer than expected, but it’s moving forward. edale.co/cash-distribut…

BRITE ADVISORS PTY LTD receiver McGrathNicol in Australia should have filed documents with court and a beneficiary update to come.. #qrops #offshore #pensions

Let's beat the dog days 🐶🥵of summer with insights and inspiration! 💼📚🌳 Summer 🌞 Celebration - eleventeen year’s of Edale and becoming a teenage

@GillPlusFive Savings and wealth built up abroad can be in unfriendly tax accounts, heavily taxed mutual funds or non-trasnferable pension so sometimes a planning review is needed. Also doing some things before landing.

Looking for British #expats who recently made the move back to the UK. What financial hurdles (expected/unexpected) did you encounter? #journorequest

@SaraKeenan16 We advise expats that did some time in the UK and move abroad to check their pension dashboard to check what they could be entitled at State Pension age. gov.uk/check-national…. Happy to share some more if of use for your article.

I'm looking to speak with people who are living abroad / have left the UK while receiving the UK state pension. #pressrequest #journorequest #UKstatepension

Glad to report Edale's positive impact! In summer 2022, we surveyed the community about cash access & a Community Bank. With 1,500+ responses, we recommended a banking hub. Cash Access UK opened a hub in Ware on June 4, 2024. Proud to support access to cash! 📊🗣️

🌟🌿 Hello, sunny June 2024! Edale is ready to help you focus on your finances with special deals on ISAs, pensions, and more! We're also proud to support #MyMoneyWeek, a national initiative from June 10-14, helping youth master money matters.