How to find an advisor for international personal finance?
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- Joined: Fri Aug 30, 2013 7:38 am
How to find an advisor for international personal finance?
How can I find a fee only financial adviser with expertise in international situations for personal banking, investing, retirement saving and tax planning? I am a Canadian expat, former UK resident, and immigrant to America (living in Chicago) and will have income and retirement savings coming from multiple countries and uncertainty about where I will ultimately end up. How can I find someone with the expertise to help me with my particular situation?
Re: How to find an advisor for international personal financ
Check out forums like
britishexpats.com
uk-yankee.com
there are Canadian forums too.
There are some small companies that specialize in cross-border tax between US/UK or UK/Canada or US/Canada, but once you get into more than two countries finding a one stop shop other than a big accounting firm becomes difficult. Investing is a harder issue as advice in that area is regulated. You will need to educate yourself, but generally is pretty easy to own cross-border saving accounts and individual stocks, but complicated and a bad idea to invest in pooled investments like mutual funds.
britishexpats.com
uk-yankee.com
there are Canadian forums too.
There are some small companies that specialize in cross-border tax between US/UK or UK/Canada or US/Canada, but once you get into more than two countries finding a one stop shop other than a big accounting firm becomes difficult. Investing is a harder issue as advice in that area is regulated. You will need to educate yourself, but generally is pretty easy to own cross-border saving accounts and individual stocks, but complicated and a bad idea to invest in pooled investments like mutual funds.
Re: How to find an advisor for international personal financ
Welcome! I've seen this forum mentioned for US / Canada: Serbinski Accounting Firms