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Managing US Assets as a Non-US Resident

Webinars • Managing US Assets as a Non-US Resident

  • Financial Planning
  • Retirement Planning

If you’re living outside the United States but still hold US-based assets, you may have already noticed that your finances don’t always work the way you might expect. 

Accounts that were straightforward while being a US resident can become more restrictive once you’re overseas. In some cases, platforms limit what you can do. In others, tax treatment changes depending on where you’re now based - and the manner in which those rules interact isn’t always clear. 

This is particularly relevant for those holding a mix of US retirement accounts, brokerage portfolios, or legacy structures. What worked well domestically doesn’t always translate cleanly across jurisdictions, and without a clear framework, it can be difficult to understand how everything fits together. 

The challenge isn’t just technical - it’s knowing what needs attention, what can remain as it is, and how your overall position should be viewed once you’re no longer a US resident. 

We’re hosting a session to walk through how these issues typically arise, what to be aware of, and how to approach US-based assets as part of a broader, cross-border financial picture.

  • 1What This Session Is About

    • How US retirement and investment accounts work when you are non-resident 
    • The challenges of managing brokerage accounts and other US assets abroad 
    • How tax treatment can vary across jurisdictions 
    • Restrictions, reporting requirements, and access limitations 
    • Common mistakes individuals make when managing US assets overseas 

If you’re living outside the United States but still hold US-based assets, you may have already noticed that your finances don’t always work the way you might expect. 

Our Speakers

Jonathan Brookes

Partner

Jonathan is a Chartered Financial Planner and has over twenty-five years of experience as a qualified financial adviser across multiple jurisdictions (including the UK, USA, and Europe). As well as having specialist tax and investment management qualifications, he holds the Level 6 Pension Transfer Qualification and is suitably qualified to give advice in the UK, USA, and Europe. 

What To Do Next

If this session prompted reflection

For many people, the most valuable outcome of a strategic reset is clarity - understanding where you stand, and whether your current approach still fits your life today.

If you’d like to explore this further, you can book a complimentary strategic review with a member of our team.

This is a no-obligation conversation designed to:

  • Sense-check alignment
  • Identify gaps or drift
  • Discuss whether changes are needed - or not