OUR COMPANY & SERVICES
LDN Wealth provides Financial Advice services, primarily to UK expats who live in the USA. We help UK expats understand their options in relation to their old UK Assets, including UK Company and Personal Pensions, Investments as well as UK property and Capital Gains Tax, UK Inheritances and Inheritance Tax.
We also help UK residents who are looking to migrate to the USA; taking into account financial and non-financial considerations. We provide similar help to UK expats who are looking to return to the UK from the USA.
Around third of our clients also like LDN Wealth to look after their USA Pensions and Investments, as this gives LDN Wealth the opportunity to provide a more holistic approach to retirement planning and investments.
LDN’s CEO, John Brock-Edgar, owns a Mortgage Broking business, International Mortgage Associates inc, which provides mortgage services for LDN Wealth’s clients. John Brock-Edgar set up a tax practice in 2020, Purple Processing and Tax Services LLC, which employs an experienced expat tax preparer, to assist LDN wealth’s expat clients with their USA tax filings and tax questions.
LDN Wealth also has strong connections with an Expat Insurance agent and a Florida based Will writer and Estate Planner. This means that LDN Wealth can offer a full range of financial assistance to their clients, either themselves or through their connections.
In summary, LDN Wealth understands the complexities of cross-border financial planning and are committed to helping our clients understand their positions and options.