We have extensive experience helping US residents with UK pension plans and non-US investments.
Our Services
UK pension transfer to USATransferring your UK pension ? yes or no?
Transferring your UK pension to the USA with a Self-Invested Personal Pension (SIPP) or a Qualifying Recognised Overseas Pension Scheme (QROPS) could be a good option if you're a British citizen living in the USA. Learn more...
Retirement planningRetirement planning for British citizens living in the USA
While tax issues around pensions and investments can be complex, with specialist retirement planning you should be able to meet both your short and long-term goals. Learn more...
Specialist investment adviceLet Atlantica Wealth LLC give you the right advice about your investments
Most of us are looking for the best possible funds with the highest possible returns, of course. But we know that all our clients have differing needs, aims and ambitions. Learn more...
Who are we?
We have extensive experience helping US residents with UK pension plans and non-US investments.
We'll look at your situation in detail and talk to you about your objectives, both for making the most of your retirement – and for looking after your family when you die.
Living in the USA? We offer specialist UK pension advice by phone and email. Learn more...
Specialist Retirement Planning
UK pension rules have changed in recent years. If you're living in the USA but you're classed as a UK resident for tax purposes, you may have to pay UK tax of up to 55% on your UK pension.
We offer specialist retirement planning, helping UK citizens living in the USA make the most of their income, protect their UK pensions and plan for the future.
Minimise your tax liability
We're a team of UK pension advisors based in the USA. We have extensive experience helping US residents with UK pension plans and non-US investments.
Free expat pension options guide
We offer specialist retirement and pension planning for British citizens living in the USA. The right pension solution could help you increase your returns and reduce your tax liabilities.
We have a guide to UK pensions that you can download for free, or you can speak to one of our pension specialists. We'll look at your situation in detail and give you a full written report with our recommendations.
