Maseco Private Wealth

20/05/2026

As families increasingly live, work and invest across borders, estate planning has become significantly more complex.

In the first post of our Navigating International Estate Planning series, Hannah Stacey, Senior Wealth Planner at MASECO, introduces the key challenges facing cross border families, from conflicting inheritance laws to unexpected tax exposure, and explains why planning that works in one country rarely works across several.

👉 Read the full guide to international estate planning on our blog: https://masecoprivatewealth.com/a-guide-to-international-estate-planning-for-cross-border-families/

18/05/2026

Relocating to or from the US during the year can create unexpected tax challenges. For non US citizens, dual status rules can significantly affect how income is reported and taxed in 2026.

Our latest article highlights the key considerations, common pitfalls, and situations where a full year resident election could provide a more efficient outcome.

To uncover how the right cross border guidance can help you navigate this more effectively, follow the link below:

https://masecoasia.com/navigating-dual-status-us-tax-returns-what-non-citizen-part-year-us-residents-need-to-know-for-2026/

14/05/2026

Moving to or from the US partway through the year can introduce unexpected tax complexity. For non US citizens, dual status rules can materially influence how income is reported and taxed in 2026.

In our latest article, Hannah Jeffs, Senior Wealth Planner at MASECO Private Wealth, explores the key considerations, common pitfalls, and when a full year resident election may offer a more efficient outcome.

Read the full article to understand when specialist cross border advice can make a meaningful difference.

https://masecoprivatewealth.com/navigating-dual-status-us-tax-returns-what-non-citizen-part-year-us-residents-need-to-know-for-2026/

05/05/2026

Feeling confident in your finances starts with strong financial literacy.

From navigating PFICs to coordinating pensions across jurisdictions, understanding the why behind your US UK planning is essential to achieving better long term outcomes.

In our latest article, Dan Keeley, Wealth Manager at MASECO, explores how improving your financial literacy can help you make clearer, more confident decisions and strengthen your cross border wealth strategy.

To find out more, follow the link below:

https://masecoprivatewealth.com/financial-literacy-month-2026-building-stronger-us-uk-wealth-foundations-through-understanding/

01/05/2026

Josh Matthews, Co Founder and Managing Partner of MASECO, recently met with David Booth, founder of Dimensional Fund Advisors, discussing discipline, uncertainty, and his upcoming book Stay Calm.

David and Josh discussed the enduring importance of discipline, perspective, and staying calm when markets and circumstances become unpredictable.

https://masecoprivatewealth.com/in-conversation-with-david-booth/

29/04/2026

For many founders, selling a business can feel like reaching the summit of their journey, yet the true transition begins long before any deal is signed. What founders step away from is rarely just a company, but a deep sense of identity and purpose.

In our latest article, David Kelly-Eades, Wealth Manager at MASECO, explores the role that trusted advisors, strong governance and thoughtful family preparation can play in supporting a well managed business exit and helping families navigate the transition in a way that promotes long term stability and a powerful legacy.

To find out more, follow the link below:

Selling your business is more than a transaction. Explore the strategic, personal and governance considerations founders face before, during and after exit.

22/04/2026

🐾 Happy National Pet Month! 🐶

At our office, every month feels a little like National Pet Month thanks to our four legged regulars, including the much loved Roger, one of our resident office dogs who takes his role as our unofficial Chief Happiness Officer very seriously.

From boosting morale in the mornings to encouraging well timed breaks throughout the day, Roger consistently reminds us of the positive impact a dog friendly workplace can have on wellbeing and productivity. ❤️🐕✨

08/04/2026

In this episode of In Conversation With, MASECO Partner and Head of Advanced Planning, Andrea Solana, is joined by Psychotherapist and Mental Health Clinician, Holli Rubin, for an open and reflective discussion on the psychology of money and the emotional relationship women can have with wealth.

Money is rarely just about numbers. It is shaped by life experience, identity, relationships and personal values, yet these emotional drivers are often overlooked in traditional financial conversations. In this episode, Andrea and Holli explore why our relationship with money is so deeply personal, how it develops over time, and why understanding these dynamics is particularly important for women.

Drawing on Holli’s clinical experience and Andrea’s work with clients at MASECO Private Wealth, the conversation looks at how women’s experiences of wealth can differ depending on background and circumstance - from generational wealth and inheritance, to divorce, career success and major life transitions. They discuss common themes such as control, confidence, anxiety and responsibility, and consider how these factors can influence financial decision‑making.

The episode also reflects on how advisers, families and institutions can better support women by creating space for open dialogue, education and empathy - helping to foster healthier, more empowered relationships with money.

This conversation forms part of MASECO Private Wealth’s Women’s Initiative, which aims to broaden the conversation around wealth by recognising the emotional as well as financial aspects of long‑term planning.

In this episode of In Conversation With, MASECO Partner and Head of Advanced Planning, Andrea Solana, is joined by Psychotherapist and Mental Health Clinicia...

27/03/2026

Thank you to all our wonderful clients and guests for joining us one week ago today for our fourth ‘Female Voices’ event, titled ‘Money on the mind: Past, present and future’.
On the day we explored our earliest money memories, the beliefs we carry into adulthood, and the ways we can build a healthier, more empowered relationship with money. A huge thank you to Dimensional Fund Advisors and their speakers on the day, Olivia Stewart and Sarah Stacy, who helped us to explore our Past, as well as Psychotherapist and Mental Health Clinician Holli Rubin, who delivered a fantastic talk on how our Past beliefs show up in our Present relationship with money.

A huge thank you also to our MASECO female initiative team - Andrea, Lara, Jen, Emma, Amy and Anna - for creating such a reflective, supportive space and acting as facilitators of our conversation circles.

We also loved gifting everyone beautiful journals from Good Tuesday - a female-owned, B Corp certified business based in Cornwall - the perfect companion for continued reflection.

And of course, thank you to Soho House 180 Works for hosting us in such a warm and welcoming setting.

Swipe through for photos from the day - we’re already looking forward to the next conversation!

26/03/2026

This afternoon we are delighted to share the news that MASECO LLP will become part of the Creative Planning group, one of the largest registered investment advisors in the United States, subject to regulatory approval. This milestone reflects the strength of what our team has built since 2008 and our commitment to supporting internationally mobile families with highly integrated, tax‑aware cross‑border wealth management.

Creative Planning President and CEO, Peter Mallouk, commented: “We’re thrilled to have MASECO join Creative Planning. Their planning-led approach, client-first culture and expertise in integrating U.S., UK and offshore financial solutions align perfectly with Creative Planning’s philosophy.”

Our Co-Founders and Managing Partners, Josh Matthews and James Sellon, shared: “By combining MASECO’s cross-border expertise with Creative Planning’s scale, technology and global capabilities, we believe we can not only continue delivering the high level of service our clients expect but also raise the standard of advice and broaden the range of services available to U.S. citizens and international families living outside the United States.”

Bringing 123 colleagues, more than $5 billion in assets under management, and deep cross‑border expertise into the Creative Planning group is an important step in expanding the services and capabilities available to the clients and families we support.

We are proud to share today’s press release and the Barron’s exclusive:

👉 https://www.barrons.com/advisor/articles/creative-planning-to-acquire-5-billion-british-wealth-management-firm-bdcb1fdd?gaa_at=eafs&gaa_n=AWEtsqfw0Ds9dR9GbO5YdHa7Z1nv7-aqE_MlXe5JjvITpfCRXy_g05RFuP7FQsnHNZs%3D&gaa_ts=69c53dc8&gaa_sig=FNq2_3pivpzsnq4Ap-iTjYwnUi7BsTL-wIMG96bhSzE5bKY67Arn6mGyc-jbZd2bJUk1O5MKv99ugmO0UBnCzQ%3D%3D

👉 https://masecoprivatewealth.com/creative-planning-expands-international-footprint-with-maseco-acquisition/

Thank you to our clients and team members for your trust and partnership - we are excited for what this next chapter will bring.

24/03/2026

We’re delighted to share that MASECO Private Wealth has been recognised as a winner in the International Wealth Planning Team category at the WealthBriefing European Awards 2026 🏆

This recognition reflects the expertise, leadership and dedication of our Advanced Planning team in delivering clear, integrated advice for internationally mobile families.

A special thank you to Andrea Solana for her leadership and continued contribution to advancing international wealth planning.

Congratulations to the entire team, and thank you to our clients for the trust they place in our expertise.

https://masecoprivatewealth.com/maseco-private-wealth-named-winner-at-the-wealthbriefing-european-awards-2026/