USEFUL CONTACTS

Charitable Giving

CAF AMERICAN DONOR FUND

10 St Bride Street

London

EC4A 4AD

Contact: Joe Crome, Senior Manager, CAF American Donor Fund

Telephone: +44 (0) 3000 123 150 (Telephone lines are open Monday to Friday, 9am to 5pm excluding UK bank holidays).

Email: cadf@cafonline.org

Website www.cafonline.org/cadf

With over 20 years’ experience, we are the smart, tax-effective way for dual UK and US taxpayers to achieve greater impact with their charitable giving.

The CAF American Donor Fund is a dual qualified Donor Advised Fund which can help you maximise the value of your gifts to charitable organisations. If you pay tax in the UK and the US, the CAF American Donor Fund enables you to claim eligible UK and US tax relief on your global giving, including adding 25% through UK Gift Aid where applicable.

We have a range of flexible products available, starting at one-off giving through to long-term invested funds. We accept donations of cash (any major currency); stocks and shares as well as non-cash gifts.

Whatever stage you’re at with your philanthropy journey, we can help. Our specialist team of Relationship Managers will be with you every step of the way to guide you quickly and efficiently throughout the management and administration of your giving, using our established and trusted service.

EDUCATION - SCHOOLS

TASIS THE AMERICAN SCHOOL IN ENGLAND

Coldharbour Lane, Thorpe, Surrey, TW20 8TE

Contact: Sarah Travis

Telephone: 01932 582316

Email: ukadmissions@tasisengland.org Website www.tasisengland.org

The educational pathways TASIS England offers to day (3-18) and boarding (13-18) students include a broad-based American curriculum, AP courses, the International Baccalaureate Diploma, and EAL support. Taught in small classes, every student in our diverse community from 50 nations is encouraged to reach their academic potential. Participation in co-curricular activities, the arts, athletics, and leadership programs provides balance, fosters curiosity, and develops Individual talents. With excellent exam results and one-to-one college counseling, 97% of TASIS graduates gain acceptance to their first- or secondchoice university in the US, the UK, and worldwide. Extensive summer opportunities are also offered to students from all schools. Located close to London on a beautiful and historic 46-acre estate.

Taxation

Expat Legal Services Group

Website: Expatlegal.com

Telephone: +1.888.502.8579

Contact: Roland Sabates

Email: roland@expatlegal.com

Expat Legal Services Group, with its background in international taxation, offers unique legal services for American expatriates and foreign nationals with financial interests in the United States. We leverage a suite of modern technology solutions that enable us to bring our international expertise directly to you no matter where in the world you might be living.

Ustaxfs

3 Harbour Exchange Square, London, E14 9GE

Telephone: +44 20 7357 8220

Contact: Joni Trulock

Email: j.trulock@ustaxfs.com

Website: ustaxfs.com

Twitter: @ustaxfs

With over 35 years’ experience, our US/UK expat tax specialists provide US and UK tax return preparation, planning, compliance, and expatriation as well as all US business tax services, wherever you are in the world.

Wealth Management

LONDON & CAPITAL

Two Fitzroy Place, 8 Mortimer Street, London, W1T 3JJ

Telephone: +44 (0) 207 396 3200

Email: invest@londonandcapital.com

Website: londonandcapital.com

The core of our expertise at London & Capital is managing investments for wealthy families and our clients generally share similar requirements; they have amassed wealth or capital and now need it to be structured and invested in a way that preserves and grows it for the future. We build investment strategies that are designed to be resilient and help clients achieve their long-term financial goals. Many of our clients are international, with finances, business interests, property and family across multiple countries. We provide clear comprehensive financial strategies and global reporting regardless of currency or location.

Us Connected Families And Individuals

We are also one of the few wealth managers who actively welcome US clients and are both SEC (US) and FCA (UK) regulated, with a dedicated team looking after the wealth of international American families since 1989. Whether you are a US Citizen or Green Card holder living abroad, a British expat in the US or a foreign entity with US reporting, we are uniquely positioned to work you to organise your wealth into a coherent global strategy, invest with a focus on capital preservation and provide clear, concise global reporting.

Maseco Private Wealth

Burleigh House, 357 Strand, London, WC2R 0HS

Telephone: +44 (0)20 7043 0455

Email: enquiries@masecopw.com

Website: www.masecoprivatewealth.com

MASECO Private Wealth gives peace of mind by providing expert guidance to US families on how to simplify their cross-border wealth management needs. We serve and care for Americans living at home or abroad through the planning and implementation of rational, practical and tax efficient wealth management strategies.

To discuss advertising or annual print & digital promotional packages in American in Britain magazine and www.theamericanhour.com, please email Helen at helen@theamericanhour.com

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