Read About The Latest News, Updates &amp; Other Key Trends In Finance

Drawing Income From a Maltese QROPS? What the US-Malta Tax Treaty Means After the 2021 IRS Agreement

Learn how the US-Malta Tax Treaty applies to Maltese QROPS distributions after the 2021 IRS agreement, including Article 17, trust reporting, PFIC issues and planning considerations for US residents.

Has Your Maltese QROPS Been Properly Reviewed? The 8-Point Check Every US Resident Should Know

Has your Maltese QROPS been properly reviewed? Discover the 8-point structural checklist US residents should use to assess investments, fees, PFIC exposure, reporting, beneficiaries, and future planning.

7 Signs Your Cross-Border Financial Adviser Is No Longer Proactively Advising You

Is your cross-border financial adviser still providing ongoing advice? Discover 7 warning signs of adviser drift, fiduciary duties, and what proactive engagement should look like.

What Happens When the Firm You Trusted Is No Longer There, or No Longer Showing Up

Learn what to do if your cross-border financial adviser or firm has closed, been acquired, lost permissions, or stopped responding, and understand your next steps.

Have a Maltese QROPS? 5 Rule Changes Every US Resident Should Know in 2026

Since 2017, five major UK, US and Maltese rule changes have reshaped Maltese QROPS. Learn why many US residents should consider a structural review.

Maltese QROPS Review for US Residents: Does Your Original Transfer Still Make Sense?

If you transferred your UK pension to a Maltese QROPS, UK and US rule changes may have altered the original rationale. Learn what changed and whether your structure should be reviewed.

Voluntary UK National Insurance From the US: Is It Still Worth It in 2026?

Living in the US? Learn whether voluntary UK National Insurance contributions still make sense in 2026, including Class 2 vs Class 3, eligibility, costs, and UK State Pension payback.

Sudden Wealth Planning: What to Do in the First 90 Days After an Inheritance or Business Sale

Received an inheritance or sold a business? Learn what to do in the first 90 days, including taxes, basis step-up, cash reserves, investing and estate planning.

Estate Planning

Estate Planning After OBBBA: What Texas Families Need to Know About the New $15 Million Exemption

Learn how OBBBA permanently increased the federal estate and gift tax exemption to $15 million per person and what it means for trusts, gifting, portability, and estate planning for Texas families.