LINKS
American Life, Taroa Investments, or their 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, Inflation Calculator, US Bank Account, USCIS pages
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
E-Mail: uk2us.wealth@btinternet.com
Website: www.cfm.tppowered.com
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.
Depending upon which Regional Center you choose, your EB-5 program may last approximately 3 years or as long as 6-7 years with no early escape clause. If your capital is not invested with the prospect of an income, as it is with American Life, what are the losses you can expect from inflation? Over a 6 year period from 01/2004 - 01/2010 (which includes the unusual deflation of 2009) a government website calculates a loss in buying power of $73,692.43, another independent site calculates 17%, or loss of $85,000.00.
US Bureau of Labor Statistics: CPI Inflation Calculator
InflationData.com: Inflation Calculator
US Bank Account with Regal Financial Bank
Regal Financial Bank is familiar with the EB-5 program and the needs of EB-5 investors. Here is a letter from the Senior Vice-president:
925 4th Ave, Suite 100, Seattle, WA 98104 / P.O. Box 21485 Seattle, WA 98111-3485 USA
www.regalfinancialbank.com Tel. 800.888.1955 Fax 206.621.0888
TO: Investors and Prospective Investors of Limited Partnerships Managed by American Life, Inc.
Regal Financial Bank is pleased to consider opening accounts and providing other banking needs for American Life* investors. Located in Seattle, Washington, insured by the FDIC, our bank has a focus on providing quality banking services to affluent individual and select business clients.
Over the years, the bank has gained considerable experience in dealing with international clients. We appreciate that becoming financially established in the United States can be a challenge and will do our very best to make this process easier.
Regal Financial Bank offers a variety of checking and savings accounts to qualified individuals and will be happy to provide full details of these accounts. Our Online banking service provides a secure and convenient way to access your account and is available 24/7, and from most anywhere in the world. We are also please to discuss your credit needs in the United States.
Please contact international@regalfinancialbank.com and I will personally forward an account application form which will enable us to gather information about you and determine the products that best fit your needs.
Further information about Regal Financial Bank and the products and services we offer can be found on our website: www.Regalfinancialbank.com.
I look forward to hearing from you.
Yours Truly,
Thomas Hartley, Senior Vice President
Telephone: (1) (206) 621 8753
* American Life's President, Henry Liebman, is a shareholder and serves on the Board of Directors of Regal Finanacial Bank.
USCIS (United States Citizenship and Immigration Services)
EB-5 description and requirements: EB-5 Immigrant Investor. Excerpt:
Acquiring lawful permanent residence (“Green Card”) through the EB-5 category is a three step self-petitioning process. First the successful applicant must obtain approval of his or her Form I-526 Petition for an Alien Entrepreneur. Second, he or she must either file an I-485 application to adjust status to lawful permanent resident, or apply for an immigrant visa at a U.S. consulate or embassy outside of the United States. The EB-5 applicant (and he or her derivative family members) are granted conditional permanent residence for a two year period upon the approval of the I-485 application or upon entry into the United States with an EB-5 immigrant visa. Third, a Form I-829 Petition by an Entrepreneur to Remove Conditions must be filed 90 days prior to the two year anniversary of the granting of the EB-5 applicant’s conditional Green Card. If this petition is approved by CIS then the EB-5 applicant will be issued a new Green Card without any further conditions attached to it, and will be allowed to permanently live and work in the United States.
Green Card through Investment (I-526)
If you already reside in the US: Adjustment of Status (I-485)
If you reside outside the US: Consular Processing
Removal of Conditions: Permanent Residence for Entrepreneurs (I-829)
