SPECIALIST ADVICE FOR PENSIONS, INVESTMENTS AND RETIREMENT PLANNING

 

 

 

We’re a team of specialist pension advisors based in the USA. We’re US-qualified and fully regulated by the SEC and we understand that everyone’s situation is different

Our Services

Retirement planning

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...

UK pension transfers

UK pension transfersTransferring your UK pension – yes or no?

Transferring your UK pension to 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 or Canada. Learn more...

Specialist investment advice

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’re a team of US-qualified and regulated advisors with extensive knowledge and experience of helping US and Canadian residents with UK pension plans and non-US investment assets.

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.

Wherever you live in the USA or Canada, we offer specialist 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 or Canada but you’re classed as a UK resident for tax purposes, you may have to pay UK tax of up to 55% on your pension.

We offer specialist retirement planning, helping UK citizens living in the USA or Canada make the most of their income, protect their pensions and plan for the future.

Minimise your tax liability

We’re a team of WHO ARE WE pension advisors based in the USA. We’re US-qualified and fully regulated by the SEC and we understand that everyone’s situation is different.

Free expat pension options guide

We offer specialist retirement and pension planning for British citizens living in the USA or Canada. 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.