LINKS
American Life and its employees do not receive commissions or any other incentive from the organizations listed below, which are provided solely to assist emigration, planning and implementation. If you can recommend someone or some organisation that has helped you with your emigration plans, we would be happy to hear from you.
On this page: Foreign Exchange, Financial planning, US Bank Account
Foreign Exchange
Financial Planning
UK 2 US Wealth offers independent financial advice and wealth management advisory services to UK nationals planning relocation to America or British expats already living in the US. Fee-based advisor UK2US Wealth can advise UK clients moving to the US to emigrate, as well as those perhaps moving to America on a long-term expat assignment. Also familiar with the EB-5 visa process, UK2US Wealth works from the position of pre-immigration planning for the management of your UK wealth whilst you’re an expat or retiree in America. Whether you have ISAs, Bonds, Pensions or Savings, they can assess how these will be impacted by US taxes and recommend what actions or options you need to consider.
Contact IFA: Ian Manwaring
Telephone: +44 (0)1952 850359
UK 2 US Wealth is a trading name of Care Financial Management Ltd is a company registered in England & Wales no. 5527564 and is authorised and regulated by the Financial Services Authority, register no. 500121. The Financial Services Authority does not regulate tax, legal or estate planning advice.UK 2 US Wealth recommends that, where appropriate, a client seeks independent tax or legal advice in support of, or in addition to, financial advice in their home jurisdiction. Any advice or recommendation given by this firm is directed solely at UK nationals with existing UK pension or investment products and is not intended as an offer for sale or solicitation to US citizens in the US or its known associated territories.
US Bank Account with Regal Financial Bank
Many prospective US immigrants have difficulties opening a US bank account without having a Social Security Number (SSN). I am pleased to report that you can open an account with Regal Financial Bank, www.regalfinancialbank.com.
Here is a letter from the Senior Vice-President:
We are pleased to offer American Life investors the opportunity to open a bank account with Regal Financial Bank. Headquartered in Seattle’s financial district with offices in Boise and Las Vegas, Regal Financial Bank is an independent, FDIC insured, Washington State Chartered Bank, whose focus is to provide high quality banking services to a select group of corporate and private clients.
We offer a number of different Business and Personal accounts which are tailored to suit the needs of the individual client. Among the accounts we offer are:
- Free Checking Accounts
- Savings accounts which pay a high rate of interest which allow for six transactions to be conducted per month
- Certificates of Deposit with various maturities and very competitive interest rates
Information about your accounts can always be obtained through our easy to use and secure Online Banking service which is available 24/7.
We can arrange for cash secured Credit Cards to be issued so that clients that are non-residents of the USA can begin the process of establishing credit. We will also assist you with obtaining an ITIN*.
- Please contact Regaloperations@regalfinancialbank.com to request an account opening kit. Upon receipt we will provide you with all of the forms necessary to get started.
- Please also specify the type of account you are interested in and we will include full details of the account when we respond including fees (if any) and current interest rates
- We will also need:
- A copy of the signature page of your passport with photograph
- A copy of your EB-5 Visa application form when available
If you have any questions or need help completing the application forms please contact either:
We look forward to providing your future banking needs.
Very Truly Yours,
Senior Vice President
Thomas Hartley
* ITIN. US investments by non-US residents necesitate the investor to apply to the Internal Revenue Service (IRS) for an ITIN (Individual Taxpayer Identification Number). Once residential status is granted, the investor must apply to replace the ITIN with a Social Security Number.
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