Tax efficient and compliant solutions for U.S nationals and Green Card holders residing overseas
U.S taxpayers often find it difficult to hold their assets outside the U.S. This is because the U.S tax authority, the IRS, taxes U.S citizens on their worldwide income. However, there are ways for U.S nationals and Green Card holders to hold their assets outside the U.S in a way that is tax-efficient and compliant both in their country of residence, and with FATCA.
Many firms and product providers are reluctant to help US nationals due to the high compliance and reporting burden. Ambient Wealth can offer advice on U.S compliant investment and retirement options for U.S-connect individuals. We consider whether compliant U.S solutions are both tax-efficient in the U.S, as well as a clients country of residence, thus highlighting the importance of cross-border asset & financial planning. The likely retirement destination of clients also need to be considered, as the options and advice will differ country to country.
We work with U.S-compliant providers that offer solutions designed for U.S connected individuals. This allows U.S expats / Green Card holders to invest in a wide array of investments such as ETFs, mutual funds, stocks and bonds etc.
We can offer U.S-style personal pension plans that comply with FATCA and provide additional tax benefits for individuals and beneficiaries returning to the U.S. One of the main characteristics of this type of plan is that it is contract-based instead of trust-based – this simplifies tax reporting and brings the asset outside of the U.S, allowing the assets to grow in a tax-friendly environment. Underlying investments within these plans are not classed as PFIC by the IRS, opening a much more excellent investment choice for investors. This allows U.S expats / Green Card holders to invest in a wide array of investments such as ETFs, mutual funds, stocks and bonds etc.
The experience with this company is top drawer. Trust and honesty is key with your finances and the company helps in all aspects of the different processes and transparency is 100%. Listening to your needs is also important and they understand that my needs change as I get older and my family needs changes. I thoroughly recommend Ambient for your wealth management.
February 2, 2024
My wife and I found Josh Williams 2 years ago via an internet search for a specialist financial adviser for ex-pats living in Spain. What a lucky day that was for us, he’s given us excellent advice ever since. He’s very efficient, you never need to chase him up about anything, he’s always on the ball. I would thoroughly recommend Josh and Ambient Wealth Management without hesitation.
February 3, 2024
Josh Williams of AWM is a professional that operates with complete integrity. He is a subject matter expert and transposes his knowledge to his clients in a structured and professional manner. Continued client retention and referals demonstrates his ability to build career long relationships that are solidified by unwavering trust.
February 3, 2024
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Ambient Wealth Management, based in Spain, is an appointed representative of Adviser Platform Lda. Adviser Platform hold the appropriate licensing and regulatory permissions to operate and advise within the European Economic Area (EEA). Adviser Platform is EU authorised and regulated by the Insurance and Pension Funds Supervisory Authority Portugal (“ASF”) registration number 607124296.
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