T&T International
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
T&T International was established to offer life-centred financial and retirement planning to UK residents who have a connection to the USA. Most commonly, our clients are British people that have returned from the USA and have a financial footprint in both countries and seek advice on how to coordinate their complex financial affairs.
We have trodden a similar path, we know how complex life can be with family, investments, and ties in multiple countries.
We help people who are;
• Returning/returned from the USA with a SIPP or QROPS
• US Citizens / Green Card Holders in the UK who have previously lived in the USA and have legacy ties to the USA; social security, employer-based pensions, family, property, investments.
• Living between the US & UK
• Planning a return to the UK from the USA
• Planning a move to the USA
• Former Expats more broadly who have returned to the UK with a QROPS or International SIPP
-
FREEinvestment health check+ £50 off the
cost of advice
-
Telephone
-
Online (Live chat, video, email)
-
Face to face
Registered Office: Suite 7, Chester House, 79 Dane Road
Sale, Cheshire, M33 7BP
T&T International is a trading style of Holborn Assets Ltd which is authorised and regulated by the Financial Conduct Authority Ref: 648817. Registered Office: as above. Holborn Assets Ltd registered in England & Wales number 09046342 Holborn Property, Tax & Estate Planning and Wealth Protection are not regulated by the FCA.
Similar advisers near you
Legal information
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.