Services to US Persons Resident in the UK
If you are a dual resident citizen or a US citizen now resident in the United Kingdom, we can provide you with an investment management service. We do this by using brokers and custodians that can produce the important information required for both US and UK tax reporting, for example the 1099 IRS tax form that is used in the United States.
Once we have, together with you, ascertained your requirements, we can introduce you to a suitable broker who is US and UK regulated. LAM is then given power of attorney to invest the monies placed in your investment portfolio.
LAM has many years’ experience of assisting US persons with their investments. We offer individually-managed direct equity and bond portfolios and can include multi-currency investing. The portfolio will be managed according to your particular investment requirements and strategy.
I have been extremely happy as a client of Melissa Longley since 2015. She gives thorough and sound advice and is happy to signpost to related services. I was referred to Longley Asset Management as an investment solution because my then provider could no longer assist me due to my dual UK/US citizenship and all the associated reporting.
My investment with her has done very well and, importantly, I feel comfortable to ask questions and get updates and information at any time. I would highly recommend Longley Asset Management.