International Private Wealth Advisor serving the wealth management requirements of cross-border Americans, Brits, and Europeans with US tax obligations.
I’m thrilled to share that I’ve recently joined our European headquarters in Barcelona, launching a new chapter in my career with London & Capital Wealth Management.
For details on this exciting appointment, please checkout the full announcement:
#abroad https://t.co/w9LRxvyk63
Delighted to have joined @derren43 for this chat on Roth IRA considerations for Spanish Tax Residents.
A recurring question I get from clients exploring relocation to Spain: "Can I continue contributing to my Roth IRA after I move?"
#RothIRA#USSpainTax#AmericansInSpain#FATCA
[ Cross border investments ] Roth IRA considerations for Spanish Tax Residents
One question I frequently get from clients and prospects exploring relocation to Spain: "Can I continue contributing to my Roth IRA after I move?"
In the video below, @derren…https://t.co/XWchB15Taf
Recently, I had the pleasure to speak with @derren43 from HTJ Tax ("Advanced American Tax") - a member of Moores Rowland in the Asia Pacific and @CertoBD from Henley & Partners - The Firm of Global Citizens® about the appeal of migration to Spain and Por…https://t.co/HGI9v7ffzH
Excited to join @derren43 from HTJ Tax ("Advanced American Tax") - a member of Moores Rowland in the Asia Pacific - a member of Moores Rowland in the Asia Pacific, and @CertoBD from Henley & Partners - The Firm of Global Citizens® where we will be discu…https://t.co/C2cAPqZsV0
I'm looking forward to joining my friend and the hardest-working man in multi-channel marketing, @victor_amersoc from Barcelona Metropolitan, for a live interview tomorrow at 1pm CEST/noon BST, where we'll be discussing:
- Issues Americans face while liv…https://t.co/AhGlScwKFI
Great article from my colleague and friend, Diego Pajaro where he shares his thoughts on Spain's appeal for international families and expats; and the unique manner in which London & Capital Europe manages wealth!
#LondonAndCapital#LCE#InvestingInSpain…https://t.co/lD95je4Kef
Next Wednesday, March 15th at 5 pm GMT (12 noon EST), I am very excited to be joining @jamesblick78, Founder of Spain Revealed, for an informative webinar titled: Investing 101 for Expats in Spain
If you are contemplating a move to Spain, or you have al…https://t.co/HAiTcx3q83
In this edition of Private Client Tax Magazine by ThoughtLeaders4 Private Client | TL4PC, London & Capital's very best; Tahir Mahmood - Director and Ed Johnson - Senior Manager author an easy-to-understand article highlighting the benefits of the Remittan…https://t.co/Hy3dJuV1Yo
Americans are exploring opportunities to relocate abroad in record numbers...
If you have ever contemplated retiring, working; or eating, praying, and loving abroad, the below article by Zoe Rosenberg with Insider Business features my friend and professi…https://t.co/evJD1Cbzly
Curious about the Golden Visa in Spain and Portugal?
Check out this insightful article by our friends at Gentile Law, outlining the differences between the Golden Visa in Spain and Portugal.
#GoldenVisa#Immigration#SpanishImmigration#PortugalImmigra…https://t.co/4tVMw75RP5
May your life be filled with blessings, your heart filled with gratitude, and your dining table filled with your favorite trimmings!
Happy Thanksgiving from all of us at London & Capital
#Thanksgiving#Gratitude#Family#Blessed https://t.co/JaH4YyyWYi
Thank you to Cuatrecasas and Arcano Partners for a fantastic presentation on Private Investments in Spain and the current economic and legal landscape and for the wonderful venue at the #TravellersClub on Pall Mall.
#SpainInvestment#SpainUK#Spain#Priv…https://t.co/5weey5Z1mC
In June 2022, a CNBC article noted that 1 in 4 'expats' are seriously considering (or actively planning) to renounce their US citizenship, and this figure is expected to increase over the next decade.
As a result of this growing trend, I recently had the…https://t.co/LmbxBnwkvr