Management of stranded assets left behind in the UK: ISA’s, Investment accounts, Endowment policies etc.
FATCA compliance advice.
Buy to let mortgage service for UK property.
Registered Investment Advice in the USA.
Checking the tax position on UK held life insurance
We have qualified advisers both here in the USA and back in the UK who can help and advise on any of the above.
Alexander Beard (U.S.A.), LLC, is a registered investment advisor with the California Department of Business Oversight: a member of Alexander Beard Group of Companies Limited. Registered in England No. 2144184. Alexander Beard Group of Companies Limited, Registered in England no: 2144184.