How To Get a Mortgage and Buy Real Estate as an American Expat in the UK

A discussion with specialist mortgage adviser Rebecca Rider from Partners Wealth Management and US expat financial planning specialist Anya (Dunhill Financial) covering the process of buying a property and getting a mortgage in the UK for American expats. Hosted by Nathan Prior (Head of PWM International). The speakers will also highlight the specific additional tax considerations that US citizens face in owning foreign property or having a mortgage.
Tune in if:
You are looking to buy a property in the UK for the first time
You are newly arrived in the UK
You are planning to move to the UK
You are a US taxpayer in the UK
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Nathan Prior is a Partner and Head of International at Partners Wealth Management, working not only with UK based families, but also those that are non-domiciled in the UK and those that have personal US tax considerations. Before joining the firm in 2015, Nathan worked at international wealth management businesses Merrill Lynch and Julius Baer and is now recognised as one of the leading independent advisers working with US citizens in the UK.
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Anya is a Certified Financial Planner™ with over a decade of experience in the investment/banking industry. As an American Expatriate herself, she enjoys assisting other Americans who made their home outside of the US. Anya’s goal is to simplify the financial planning process while addressing all aspects of investments, tax planning, risk management, retirement, and estate planning.
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Rebecca Rider has worked in the mortgage and financial services sector for almost twenty years and has been a consultant within Partners Wealth Management since 2006. Her specialty lies in the mortgage and equity release market in the UK, allowing clients to more fully utilize their assets, particularly in retirement. She holds the Diploma in Financial Services and is working towards Chartered status.
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DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN.
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