Tanager Wealth Management LLP

06/10/2026

Saving for your child’s future as a British expat in the US? 🇬🇧🇺🇸

In part one of our transatlantic family savings series, Ben Phillips, Associate Financial Advisor, explores UTMA accounts. How they work, the tax considerations and what to think about if your child may eventually live in the UK.

🔗 Read the full insight here: https://loom.ly/n51cV4o

Learn how UTMA accounts can provide flexible saving options for dual citizens navigating US and UK financial systems.

02/10/2026

US person living in the UK? Ciaran Edwards, Associate Financial Advisor, breaks down PFIC rules and explains why many UK investment funds can become a costly tax trap if not managed correctly.

🔗 Find out more: https://loom.ly/2gZqQdE

Discover the implications of PFICs for US investors in the UK and secure your wealth for long-term financial goals.

29/09/2026

25/09/2026

We are delighted to welcome Zofia Benfield to our London office as our new HR Manager.

Zofia joins the Tanager team with more than two decades of experience building and leading people functions across the financial services sector.

🔗 Find out more about Zofia here: https://loom.ly/YDXZXvE

22/09/2026

Join our webinar tomorrow on UK pensions for US residents, hosted by Tanager Financial Advisor, Luke Papaelias, and Associate Financial Advisor, Ben Phillips.

📅 Wednesday, September 22nd 2026 | 🕓 3:00 PM CST

👉 Secure your spot here: https://loom.ly/c9dU9ys

Join our expert-led webinar, “UK Pensions for US Residents,” to learn how to manage, transfer and optimize your UK pension while living in the United States. We will cover tax implications, reporti...

14/09/2026

Thinking about giving up your Green Card and moving back to the UK? 🇬🇧🇺🇸

The decision involves more than simply changing your address. From investment and retirement accounts to potential exit tax considerations and ongoing US tax obligations, there are important financial implications to understand before making the move.

🔗 Read the full article: https://loom.ly/Hl9Zi6c

09/09/2026

We are delighted to welcome Jack Morrison to our London office as Trainee Paraplanner.

Jack joined Tanager shortly after he and his wife relocated to London from the United States. He brings over 6 years of wealth management experience serving high-net-worth clients and families in Washington DC.

Find out more about Jack here: https://loom.ly/F20TAX8

07/09/2026

Wishing all our US clients, colleagues, and friends a Happy Labor Day!