Do you have a large single stock holding that you are concerned about and would like to protect?
If I had a euro for every time, I have been asked this question, I certainly would be able to buy a very nice T.V so it is high time I wrote a brief piece on this.
FATCA is an important reporting and compliance regime that every US citizen living overseas should be aware of
No two clients are the same and I have decided to share some of these client scenarios that I have dealt with as I know it will be of interest to some of you.
In difficult times like this, it is often the view of financial professionals to role out the mantra “to do nothing and stick to your plan” I politely disagree, now is the time to get very busy to help you navigate and make the most of this challenging situation.