It was time to decide how to handle my UK pension as a US resident. I did my research and comparison and chose Alexander Peter Wealth. James Lavender and Paula Morris took me every step of the way to a successful transfer to USD based investments and a cashout for 25% of it tax free. It was a complex process made easy over about 2.5 mos and it was worth it. I am very pleased with the professionalism of the team and the tools made available to track my pension.
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Providing specialist advice to British expats living around the world. Tax efficient and tax compliant solutions for those living within the EU.
