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Financial services UK-USA for expat Brits+ British accountants here + Mortgages

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Usual disclaimer for anything to do with YOUR hard-earned money:  FABB/British Bureau cannot be held liable for any dealings with the financial experts advertising on this page.  So  check everybody out yourselves before doing business.  The state of Florida’s Office of Financial regulations maintains a website where you can check out people’s credentials:   www.flofr.com   Or call the state capital of Tallahassee on [850] 487-9087 to ask your questions.    

                                  

►   ALL BRITS IN FLORIDA ARE ADVISED TO USE A BRITISH ACCOUNTANT /FINANCIAL EXPERT WHO SPECIALISES IN UK-USA MATTERS.    FACT:   American professionals are not versed in our unique situation as immigrants expats, so we recommend you contact FABB members professionals listed below.    Established expatriates themselves,  with years of professional expertise in Florida,  they have satisfied British clients in all parts of Florida and the UK.  Below are licensed FABB member British accountants,  investment brokers, insurance and loans experts resident in Florida, who will advise you on financial opportunities and options.  

Consult one of FABB’s expat British financial experts below  

►    FABB Member Allan Akbar Ali, LLB, LLM, FCCA, ACA (UK), CMA, CPA (US) is an experienced British-Guyanese Indian Accountant.  Based in Orlando, Mr. Ali has a UK office and British clients across the US and the UK.  COMPANY:  A.A. Ali CPA is a year round full service preparer of Individual and business tax returns.  We service Kissimmee, Orlando and all States for 1040’s, 1040NR’s, 1120’s.  Website:  www.myglobaladviser.com   Reach Allan Ali at his Orlando office 407-298-1040 or via email allan@aaalicpa.com  WE ARE HERE TO ASSIST YOU,  INDIVIDUAL FOREIGN NATIONALS and British businessowners prepare their finances in the US.  Please contact us in the first instance for a free consultation. FABB member since January 2013.  

►   TAX AND ACCOUNTING SERVICES Tampa and Lakeland.  British native and FABB member  Paul Jerome, has owned and operated his full service tax and accounting firm in the US for over 10 years since 2005. He is well versed in all US tax and accounting matters.  He offers business set-ups (i.e. advising the best business structure for each clients circumstance (i.e. Corps, LLC, etc.), full service accounting (payroll, bank reconciliations, general ledger maintenance, financial statement preparation) as well as being a full service income tax preparer.  He can advise on the best business set-up and provide assistance in satisfying any visa requirements.  Paul’s firm has two locations, in Tampa and Lakeland, and has many clients [UK and Florida]  that he services remotely.   Paul can be contacted by phone [813] 983-0235 Tampa office or  [863] 644-9756 Lakeland office or by email:  pjerome@americas-tax.com  His website is www.americas-tax.com  FABB member since November 2015

►  ERIK MCALL is a UK-USA Tax specialist.   Erik offers the following professional services: He advises UK residents who have moved to the USA or plan to and receive income from UK sources (such as rental income).  Erik can also assist with any US tax concerns that you may have regarding non-US income and especially the sale of any residential property in the UK.    Based in Glasgow, he has clients in Florida, all USA and UK.  FIRST STEP:  Email him your query to erik@edaprof.co.uk   Erik McCall, CTA/ATT at EDA Professional Services , Burnfield House, 4a Burnfield Avenue, Glasgow, G46 7TL  Office:  0141 261 1899  Email erik@edaprof.co.uk  Erik is a Member of FABB, Florida Association of British Business.

►  JAMES ANDREWS  a chartered British accountant and Florida certified accountant on FABB team, with 30 years experience and a Florida resident for many years. His fee is reasonable and varies according to the work involved JIMMY ANDREWS ACCOUNTING  Cellphone [305] 323-1278   email:   jand592040@aol.com    NOTE TO UK BUYERS SEEKING BUSINESSES FOR AN E2 VISA :    When you have found a business to buy and are ready to make your offer to the sellers  DO DUE DILIGENCE. This is standard procedure when buying a business in Florida….contact Jimmy Andrews to find out more.  He is based in the Ft Lauderdale area and has clients all over Florida and the UK.   FABB Member since 2000.  

 

► NEED A MORTGAGE?   STEVE PARNELL is one of the most experienced and efficient Mortgage Brokers in Florida.  I recommend him highly to fellow Brits because his clever loan work got me into my own Miami home purchase back in 2002! [—Patricia Kawaja, FABB President +publisher of this website]  A member of FABB, originally from London, Steve has worked in financial services in Florida and UK, since 1982.  Based in Palm Beach, Steve is licensed to handle mortgages across the State of Florida. For UK-based Brits, he is a specialist in Mortgages for Foreign Nationals.  Of course, he also offers the usual full range of loans to suit your needs including a number of unique and specialist loan programs with very low down-payments, discounted rates and the “Elite” range of programs for special clients.   ALSO:  For Florida Brits Over 62:   A]  Want to buy a house but not have a monthly mortgage payment?   What if I told you that you could buy a house with no mortgage payments? You’d think I was crazy, wouldn’t you? Yet, this is exactly what the Federal Housing Administration (FHA) is letting senior Florida homeowners do today – and it’s not crazy at all.   This program has been called: “the most under-utilized financial tool available to consumers in the US”.  Ask Steve for full details.  Contact Steve direct on [561] 306-6927 to discuss your needs or email steve@newfloridamortgage.com   View company info on website www.newfloridamortgage.com      Stephen Parnell NMLS # 1595864 – New Florida Mortgage LLC NMLS # 1607115

►►►   ARE YOU OVER 55?  DID YOU PAY INTO A UK COMPANY/PRIVATE PENSION?   Do you know whether and how you can access your lump sum and bring it over to the USA?  For a FREE review of your UK pension contact Mark Solomons in Florida with Florin Pensions  direct on  [561] 793-1311 email  msolomons@florinpensions.com  On Subject line put:  “To Mark Solomons—UK pension query”.    Include your name + city + phone + a sentence about the type of company/private pension you paid into.    NOTE: The UK’s decision to leave the EU has resulted in Gilt yields reaching all time historic lows,  pushing up the transfer values of UK defined benefit pensions schemes.  That means your unfrozen pension is worth MORE since July 2016.  Mark is a longtime member of the Florida Association of British Business [FABB].  As FABB’s UK pensions expert he has unfrozen many pensions for USA expats over the years.

►►►  NOTE:     Effective November 19, 2012  LLoyds-TSB  bank [Offshore]  has shut all USA operations. First they had a Miami office and used FABB to market their financial products to our expat British members. They closed that office and consolidated all dealings out of their LA office. Then they closed that . They lost their licence to market and promote their services in the USA.   So they are no longer FABB members and we cannot market their financial services to expat Brits in Florida.  —-Patricia Kawaja,  FABB President.

►  IMPORTANT:     The IRS in USA [partnered with the Inland Revenue Service in the UK],  demand that Brits who have become US citizens and resident aliens report all income from foreign sources.    You are taxed on your worldwide income—-even if it comes from the UK.    The UK and USA Governments have sleuthing systems in place to track down what you have stashed away in either country. Penalties are large.  We have warned you, fellow Brits!
So……….consult one of the FABB accountants on this page on this matter.   


► YOUR CREDIT HISTORY:     In the capitalist
USA, where many people live beyond their means mired in debt,   you are defined by your credit history.    A clean credit report is more valued than a clean bottom!   To avoid identity theft and other great reasons, you should monitor your credit report, at least once a year.  The Government gives you one FREE annual Credit Report.   To get this from the only OFFICIAL government-authorised source, contact the Annual Credit Report Request Service Tollfree 1-877-322-8228.   Their website is    www.annualcreditreport.com    This website is legitimate.   BEWARE!  ALL OTHER SIMILAR-SOUNDING WEBSITES and PHONE NUMBERS are IMPOSTERS. 

£   TIP:  WANT TO SAVE WHEN TRANSFERRING over UK CURRENCY?   DON’T USE YOUR BANK!  Use Moneycorp.  [ I use Moneycorp myself–FABB President.]   The pound is shaky.  That affects all expats in Florida who still have UK dealings. To transfer your precious funds, we highly recommend you use the services of Moneycorp.  At lower rates than any bank!  This will save you fees and grief, as we Londoners say!  What your own bank won’t do is save considerable  exchange fees, like Moneycorp.   NOW is an advantageous time for you to transfer any funds you have.  THE BEST WAY:   Moneycorp, the UK company with an office in Florida and droves of satisfied Florida clients. It is the only UK currency exchange company licenced to deal in 50 states.   Many expat Brits here have used this currency service for years and report huge savings and satisfaction.   TO FIND OUT MORE:    Phone Moneycorp’s Kelly Cutchin on  [863] 207-6616 at their USA HQ in Orlando to ask all your questions.  Or email your query to Kelly Cutchin  kelly.cutchin@moneycorp.com for details.  Moneycorp’s HQ is in England.   Posted by the Florida Association of British Business [FABB].  Moneycorp have been trusted members since 2005.  

    

►►►   ARE YOU OVER 55?  DID YOU PAY INTO A UK COMPANY/PRIVATE PENSION?  Do you know whether and how you can access your lump sum and bring it over to the USA?  For a FREE review of your UK pension contact Mark Solomons in Florida with Florin Pensions direct on  [561] 793-1311 email  msolomons@florinpensions.com  On Subject line put:  “To Mark Solomons—UK pension query”.    Include your name + city + phone + a sentence about the type of company/private pension you paid into.     NOTE: The UK’s decision to leave the EU has resulted in Gilt yields reaching all time historic lows,  pushing up the transfer values of UK defined benefit pensions schemes.  That means your unfrozen pension is worth MORE since July 2016.  Mark is a longtime member of the Florida Association of British Business [FABB].  As FABB’s UK pensions expert he has unfrozen many pensions for USA expats over the years.

► ARE YOU A BRIT LIVING IN FLORIDA?  OR UK BRIT WITH PROPERTY THERE?  Sign up for our eBritnews email—invitations to local British events and info relevant to expats.  Send email to  britishbusinessflorida@gmail.com  On subject line put:  Receive Florida eBritnews. IMPORTANT:  Must include your Florida city + contact phone.