MASECO Private Wealth
We are an independent wealth management firm seeking to enrich the lives of our American global clients through simplifying their multi jurisdictional investment and planning needs.
Can an expat living in the USA still invest money in the UK? Future of Investment in the UK after Brexit. The Importance of Retirement Preparation for Women. Retirement Planning in general has come into greater focus in the last thirty years with increasing life expectancies, increasing costs of medical care and a decreasing ability to rely on final salary pension provisions.
Also, one thing we know for certain is that life is uncertain. We should always expect the unexpected and prepare accordingly. Without proper planning for retirement, it can be nearly impossible to understand whether you will have enough income and capital to provide for your retirement needs and know whether it will provide for your needs in a way that is also satisfactory for you. Women generally tend to live longer than men, so the significance of adequately preparing for retirement is arguably even more essential. The topic of retirement planning for women is especially important due to the fact that women still tend to fall behind their male counterparts when it comes to preparedness. Wealth Planning Tips for US Expats.
Identifying and managing foreign exchange risk in your portfolio. Rolling With The Times. A Complete US Tax Advice For UK Residents Maseco. Introducing Olivier Rident - Wealth Manager. We are delighted to introduce Olivier Rident, MASECO’s newest Wealth Manager.
Olivier joined MASECO back in 2018, having started his career at EY as a tax advisor, specialising in expatriate services. Olivier has a strong understanding of key cross-border implications when investing and has enjoyed helping clients navigate these complications in recent years. We are delighted to introduce Olivier Rident, MASECO’s newest Wealth Manager. A Financial Planning Opportunity - Maximising Your UK State Pension.
A Financial Planning Opportunity - Maximising Your UK State Pension. Although receiving the UK State Pension is unlikely to materially change an individual’s lifestyle in retirement, considering the available options for maximising the UK State Pension can offer an ‘easy-win’ for increasing income in retirement.
Within this article, Kyle McClellan, Wealth Manager at MASECO, discusses the long-term benefits of making voluntary National Insurance contributions. While the interpretation of life as “a game of inches” is usually reserved for American Football, I believe it is particularly analogous to financial planning because the long-term success of a plan tends to be dictated by the smallest of marginal gains in the long term run. A fundamental source of retirement income that falls into the marginal gains category and that can be commonly overlooked within planning discussions is the UK State Pension.
The Importance of Retirement Preparation for Women. Proposed US Income and Estate Tax Changes. Within this article, Andrea Solana, Partner and Head of Advanced Planning at MASECO, provides a summary of the proposed US Income and Estate Tax Changes.
Changes to Income and Estate Tax have been discussed among Congress and the Biden Administration during 2021. On Monday, the US House Ways and Means Committee published proposed legislation which will be debated over the coming weeks. There may be some alterations to the proposals as negotiations take place within Congress, but the legislation provides a bit more clarity on the direction of travel and the intended effective dates should the legislation pass. Below we provide a high-level summary of the key proposed changes:
Investment & Wealth Planning. Luck is Not a Good Investment Strategy. It is fair to say that past (particularly short term) performance is certainly no guide to future results.
We believe the simple math’s of trying to beat the market means that – after costs - the majority of investors, including professional fund managers, will fail to achieve the return that the market offers, as trading stocks (or bonds) is a zero-sum game. In other words, every winning trade relative to the market must be funded by the losses on the other side of the trade. Bitcoin. An Alternative Approach to US/UK Tax Efficient ESG Investment. Having noticed a substantial increase in the number of advisers contacting him to enquire about Socially Responsible (“SRI”), ethical or sustainable portfolios which could all be grouped under the general industry term of “ESG” or investment focused on Environmental, Social and corporate Governance considerations, Cormac Naughten, Head of MASECO Institutional discusses the MASECO approach to sustainable investing.
MASECO Institutional is the arm of MASECO LLP that acts as a discretionary investment manager (“DFM”) for US connected clients. Over the last twelve months in my role as Head of MASECO Institutional I have noticed a substantial increase in the number of advisers contacting me to enquire about Socially Responsible (“SRI”), ethical or sustainable portfolios which could all be grouped under the general industry term of “ESG” or investment focused on Environmental, Social and corporate Governance considerations.
Why is this? Important information. UK Investments for US Citizens. Investing in The UK After Brexit: Should Investors Be Worried? The road was long, but the partnership agreement negotiated by the EU and The UK came into force on January 1st, 2021.
The whole thing was also a precision landing because all 27 member states only gave their consent on December 29, 2020. Thus, there was a seamless transition from the transition phase, which ended on December 31, 2020. For many investors, one pressing question remains in the foreground. What happens to my savings that are in a bank in the UK? How We Invest. US Tax Advice for UK Residents. MASECO Private Wealth finalist of the Professional Adviser Awards 2021 as "Tax-Efficient Adviser Firm of the Year." MASECO Private Wealth creates peace of mind for American families living in the UK and British citizens residing in the United States by simplifying their complex Wealth Management needs.
When MASECO was created, our co-founders Josh Matthews and James Sellon, made a conscious choice: 'Obsess over our clients and deliver the best for their needs.' High-net-worth US citizens living in the UK face several complex tax challenges when investing their assets and planning for their future. Do private wealth managers and financial advisors add any value? Private Wealth Management Services in the UK. Valuations: Assessing the change. Market Commentary A month feels like an eternity in today’s unparalleled environment – markets sold off at a faster rate than at any point in history, they found a base and then bounced back.
This was entirely due to the necessary fiscal and monetary stimulus from Central banks. Many people are asking themselves if it is a good time to buy equities given current valuations? To be able to identify cheap or expensive equity markets, investors must, amongst other things, look to analyse and interpret the market and consider valuation ratios that compare fundamental data for equity indices such as book value or earnings with current prices (P/E or P/B). Various valuation ratios exist, and each comes with its benefits and deficiencies (such as having no predictive power in the short term).
Pioneers of US-UK Wealth Management – MASECO.