Case studies

Read real-world examples of the financial challenges expats face in America, and how we’ve helped them navigate these obstacles successfully.

What next?

50-year-old British expat starting to think about “what next?”

Personal pension

Client of another firm

Dovetailing

Plan First Wealth works alongside client’s US adviser

Advice

Getting started working with Plan First Wealth

Knowledge bank

Navigate the unique financial challenges of expat life with the help of our free resources. From pensions to tax planning and more, discover insights designed specifically for Brits in America.

Blogs

17 Apr 2026

6 reasons why you need a robust investment strategy in retirement

Podcasts

Episode 88

Portugal for American Expats: Golden Visas, Tax Traps and Big Rule Changes
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Guides

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