7IM, which has a U.S. expat biz, acquires Partners Wealth Mgmt – which does too

7IM, a privately-held, London-based asset management firm best known to many as the operational base of its co-founder, the famously red-braced and outspoken Justin Urquhart Stewart, has acquired Partners Wealth Management, an advisory firm also headquartered in London. 

Although it's not widely known outside of American expat finance and wealth management circles, both businesses have operations that cater to American expats resident in the UK. 

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Events listing

The American Expat Financial News Journal's regular listing of events taking place around the world, and online, for American expatriates.

Saturday, April 10: Moodys U.S. Citizenship Renunciation webinar, focusing on Australia and New Zealand; 9 am - 11:30am, Australian Western Standard Time (3pm - 5:30pm GMT, 8pm - 10:30pm EST)

In this free webinar, a Moodys team member will explain the pros and cons of renouncing one's American citizenship, and how Americans resident in Australian and New Zealand in particular can best go about it. For more information and to register, click here. 

Monday, April 12:  Moodys Tax webinar, 'BYOLunch N Learn: 2021 - The Road Back to Normal in the U.S. will be Bumpy for Canadians', noon - 1:15pm, Mountain Daylight Time (6am GMT)

In this free webinar, Moodys' team members Jason Galek, Jennifer Silvius and Kevin Kirkpatrick will consider the effects of the proposed Biden tax changes on Canadians who buy, sell and own U.S. real estate (estate and income taxes, plus withholding taxes); the IRS Covid-19 backlog; and there will be an overview of the new US. Corporate Transparency Act. To register, click here.

 Saturday, April 17: Moodys U.S. Citizenship Renunciation webinar, focusing on Europe and the United Kingdom; Noon - 2:30pm GMT (11am - 1:30pm Central European Time)

In this free webinar, a Moodys team member will explain the pros and cons of renouncing one's American citizenship, and how Americans resident in the UK and Europe might best go about it. For more information and to register, click here 

Thursday, April 22: The American Citizens Abroad and Amsterdam-based Americans Overseas to jointly host the latest in their ongoing series of webinars; this one will look at U.S. tax filing; the latest news from Washington; and the latest round of Covid stimulus checks; 9am (DC/NYC time) 

The American Citizens Abroad, a non-profit organization based in Washington, DC that campaigns on behalf of American expats around the world, will join the Amsterdam-based American tax and citizenship advice firm, Americans Overseas, for a free, approximately one-hour-long webinar that will cover a range of topics, including filing one's U.S. taxes from abroad; the latest news affecting expats, out of Washington; and what expats may need to know about the latest round of CARES Act stimulus checks.

A Q&A session, lasting about half an hour, will end the meeting.

ACA executive director Marylouise Serrato will co-host the event, with Americans Overseas' Michael Littaur. Registration is required, and there are limits on the number who may sign up. For more information and to register, click here.

If you have an event you'd like to list here, please contact This email address is being protected from spambots. You need JavaScript enabled to view it.. 

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Opinion

SEAT reminder: 'April 7 is deadline for you to tell Senate Finance C'ttee how well U.S. int'l tax regime works for you'

SEAT reminder: 'April 7 is deadline for you to tell Senate Finance C'ttee how well U.S. int'l tax regime works for you'

As we reported here last week, the U.S. Senate Finance Committee held a hearing last month on “How U.S. International Tax Policy Impacts American Workers, Jobs, and Investment." Many in...

Apr-06-2021