Wealth Management for US connected clients

Peregrine & Black offers a wealth management service for US connected clients living in the UK and Internationally via our offices in London and Bermuda.

Whether you are a US passport holder living in the UK, internationally or connected to the US via your family ties we can work with you to achieve your wealth goals whether this is ongoing capital preservation, saving for retirement, assisting with the proceeds of an inheritance, or generating an income.

We understand that US connected clients have dual tax reporting requirements, and we can offer comprehensive tax reporting which covers US, UK and International tax reporting in sterling and US dollars on your investments with us

We work with your accountants, solicitors, and trustees to provide a wealth management service covering discretionary investment management and financial planning and pension advice to achieve your overall wealth goals and are happy to work with your accountants, solicitors, and tax advisers to provide them with information required to complete your tax returns for the IRS and HMRC.

Contact UK, Bermuda  [email protected]