Wealth Planning Service

MASECO’s Wealth Planning Service is focused on Americans living in the UK and the US who need help defining their goals and structuring their wealth in a tax-efficient manner but who do not currently meet the profile for our Private Wealth Service. Our Wealth Planning Service gives Americans living in the UK and the US the ability to benefit from MASECO’s experience for a fixed fee. The Wealth Planning Service allows you to navigate the complexities of being an expat in the UK through the design of a tax-efficient wealth strategy that helps you to meet your individual needs in a cost effective manner.

We will:

  • Clarify your short-term and long-term financial goals.
  • Determine an asset allocation based on your required rate of return and risk tolerance.
  • Suggest the most tax-efficient accounts for your investments and related goals.
  • Help set up a saving strategy to assist in meeting your goals.
  • Help review currency exposure needs.
  • Provide you with a list of suggested action items to help guide you through the implementation process.

As a client of our Wealth Planning Service you receive a standalone comprehensive review and analysis of your current financial situation for a fixed fee. The output report is designed to help you develop an appropriate and tax-efficient structure and will create an action plan that addresses various aspects of your financial life. We will provide an investment strategy based on your individual needs and objectives

Following on from the report, you will be offered access to MASECO’s Wealth Planning Discretionary Management Service. Clients of our Wealth Planning Discretionary Management Service pay an ongoing fee that is based on assets under management.