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Adviser Corner
Trade Wars, Tariffs & Timely Perspective
Skybound Wealth Portfolios. Designed for Times Like These
April 4, 2025
Tom Pewtress
Group Head of Proposition & Head of Skybound Wealth USA
With a career built on delivering the highest standards of financial advice and a passion for developing others to do the same, Tom Pewtress is a senior leader at Skybound Wealth Management. Known for his deep technical expertise and hands-on experience across global markets, Tom ensures both clients and advisers are equipped with the knowledge, tools, and strategies to succeed, no matter how complex the situation.
Having advised thousands of clients worldwide, Tom specialises in holistic financial planning that considers every aspect of an individual’s financial life, across borders, tax systems, and life stages. His experience working with internationally mobile clients has made him a trusted expert in navigating the unique challenges of cross-border planning.
Today, Tom focuses on mentoring Skybound’s adviser network while continuing to advise a niche group of clients, primarily American citizens living overseas. With a deep and established understanding of U.S. tax and reporting complexities, he is regarded as a leading voice in this space.
Qualifications & Awards
- Associate Member – Chartered Institute for Securities & Investment (CISI)
- U.S.A Registered Investment Adviser – Series 65 License Holder Uniform Investment Adviser Law Examination
- UK Qualified Financial Planner with extensive international and cross-border advisory experience
Areas of Expertise
Tom specialises in helping individuals answer life’s big financial questions, including the below:
- “I’m an American living abroad. How do I invest without falling foul of U.S. tax law?”
- “Which country’s rules apply to me, and how do I stay compliant?”
- “I’ve worked in three different countries, how do I structure my pensions?”
- “I want to retire overseas. How do I plan across currencies, tax codes, and borders?
- “How do I pass on my wealth without triggering unnecessary tax bills?
It doesn’t end there though, so if you're navigating life across borders and need a clear, structured financial plan that makes sense of it all, Tom is here to help.
