UK
US
International asset map
Your wealth. Your family. One clearer picture.
Build your map as you go. See the cross-border questions, explore the possibilities and bring a clearer picture to a wealth planner.
Start with your plans.
Tax status belongs to the person, not the website edition. Changing currency does not convert amounts.
Family & ownership Optional
Add people to the picture. No full names or dates of birth needed.
Applies to accounts with a US owner or destination. Fund domicile can matter more than the broker’s address.
What do you own?
Tap an account type, then add its value, annual income or both. Income is what you receive before tax, not company turnover. No provider or account numbers.
UK accounts & business
US retirement & investments
International structures & other assets
Record these for your meeting. Their tax treatment needs a review of the actual documents.
03 / YOUR REVIEW
The details behind your map.
What happens to your existing assets, what needs checking and what could be worth exploring.
Sources, coverage & how this works
Research covers 17 destinations, ten UK and US account types and four categories reserved for personal review. Findings consider each recorded owner’s destination and US status. They do not infer nationality, regime eligibility, beneficial ownership, pension recognition or treaty relief.
Red means high priority; orange means a review or possible planning opportunity. Neither colour confirms a tax bill or a saving. Evidence labels describe the research basis, separately from priority. “Supported rule” still has a defined scope.
International structures, child ownership and unsupported destinations require personal review and are excluded from numeric illustrations. Sources are checked editorially. Future rule changes are not applied until their effective date and published review.
04 / POSSIBLE STRUCTURES
What could be worth exploring?
Relevant ideas, clear assumptions and a next step with an expert.
MAKE YOUR NEXT MOVE AN INFORMED ONE
Your map. A personal conversation.
Check the initial financial criteria, then choose whether to include your map with a request to speak to an International Wealth Planner.
Educational illustrations, not personal financial, tax or legal advice. A scenario match does not establish eligibility or suitability. No account is transferred by using this tool.