Wealth planning can be prove challenging for all clients, not least those looking to move across the Atlantic. With a unique taxation system and a complex political climate, there are plenty of considerations for US citizens looking to relocate.

Katie Royals, managing editor at PAM Insight, speaks to Swaati Osborne, head of wealth planning, and Amy Hill, wealth manager, both at LGT Wealth Management US, about how you can plan effectively for the benefit of clients.

This podcast is for information purposes only and does not constitute investment, tax or any other type of advice and should not be construed as such. The views expressed herein do not necessarily reflect the views of LGT Wealth Management US Limited as a whole or any part thereof. All investments involve risk and may lose value. Your capital is always at risk. Information about potential tax benefits is based on our understanding of current tax law and practice and may be subject to change. LGT Wealth Management US Limited is Authorised and Regulated by the Financial Conduct Authority in the United Kingdom, and is a Registered Investment Adviser with the Securities & Exchange Commission in the United States.

Katie Royals speaks to Tammy Hall, head of portfolio management, and Nick Blogg, investment manager, both at LGT Wealth Management US about what 2025 might bring for US connected clients.

The episode also takes a look back at 2024 and what the past 12 months has meant for investment markets and clients.

This podcast is for information purposes only and does not constitute investment, tax or any other type of advice and should not be construed as such. The views expressed herein do not necessarily reflect the views of LGT Wealth Management US Limited as a whole or any part thereof. All investments involve risk and may lose value. Your capital is always at risk. Information about potential tax benefits is based on our understanding of current tax law and practice and may be subject to change. LGT Wealth Management US Limited is Authorised and Regulated by the Financial Conduct Authority in the United Kingdom, and is a Registered Investment Adviser with the Securities & Exchange Commission in the United States.

Katie Royals speaks to Paul Nixon, chief executive of LGT Wealth Management US, and Maria Gigante, vice president of Jacksonville Jaguars about their partnership in the UK.

This episode explores the Gridiron Grant and how both organisations are trying to support young people from underprivileged backgrounds.