Who we help

We work with US taxpayers resident in the UK, Brits and Americans living in the US, trustees and other financial advisers. We mould our services around your needs and ambitions, giving you the support you need to thrive.

Private individuals

We have been helping Americans to manage their finances across borders for decades – from the simple to the complex. We give you access to world-class investment expertise and a global network of specialists.

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Business owners and entrepreneurs

Navigating regulatory reporting requirements across jurisdictions and providing US and UK-compliant tax reports can be challenging. At Schroders, we’ve taken the time to build a team with the skills and expertise focused on these exact circumstances.

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Family offices

Our family office service is as individual as the families we serve. We offer fully bespoke investment strategies, extensive benchmarking and access to world-class expertise from across Schroders Group to ensure that your family wealth is preserved and grown.

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Trustees

Our team has extensive expertise in working with pensions and trusts, from the simple to the complex. This includes a trustee with a foreign trust with fiduciary responsibilities for US beneficiaries, or trustees in many different jurisdictions looking for support as their beneficiaries are US tax payers.

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Contact us

Click ‘Get in touch’ to see who you can speak to directly, and to meet our whole team.