Investing for US expats
If your client is an American expat investing internationally, it can be difficult to find a partner that understands their specific challenges. Our specialist investment management team are highly experienced in helping US citizens invest abroad, allowing your client to meet their long-term financial goals.

The complexities of investing as an American expat
Investing for US expats can be intimidating – whether it’s navigating ‘allowed stocks’, Passive Foreign Investment Companies (PFICs) rules, or the Foreign Account Tax Compliance Act (FATCA). This is so daunting that it’s led to many financial institutions turning US expat citizens away.
Canaccord Wealth is an exception: we’ve been acting for US expats for decades. We understand the specific challenges your client could be facing and have the knowledge, experience, and capability to make the right investment decisions on their behalf – while making sure their investments are regulatory compliant.
How we can help
If investing as an American expat seems impossibly complicated, let us be the helping hand to guide your client through it.

Wealth planning
We can help your clients feel more confident in their future, as our experts bring clarity to their finances.
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Investment management
Ensure your client's money is working as hard as it can with our investment management service.
Learn moreCommon questions on American expat investing
Investing as a US citizen in the UK can be complex, with trickier tax reporting requirements and regulatory differences. In fact, many UK investment platforms restrict access to Americans because of US laws like FATCA.
We don’t turn US citizens away. Our specialist service brings you decades of experience to make sure your investing is US-compliant, without the need for you to navigate the complexity yourself.
Effective tax planning is key. Without it, you might end up paying double the tax on your investments.
We can share our knowledge of the US tax system with you, pointing out the investments you may need to avoid. This could be because they don’t comply with US tax rules or would be liable for Offshore Income Gains. It could also include PFICs and most collective investment vehicles such as UK unit trusts and open ended investment companies (OEICs).
When we build your portfolio, we will also be mindful of the implications of using UK wrappers such as ISAs or SIPPs.