Emily Geiger

Always An Expat

Lessons Learned: What to Do Differently When Dealing with Inheritance – with Andrew Duffell (Always an Expat S1:E7)

 Episode 7 Shownotes – Andrew Duffell In a detailed exchange, Andrew shared his experiences about moving to the US in the aftermath of the...

Always An Expat

Finding Common Ground – with Matt Dixon (Always an Expat S1:E2)

In this episode, Richard Taylor welcomes Matt Dixon to discuss various topics related to the expat journey, particular the process of culture-shock and finding common ground in a new place. They touch on the challenges faced when moving to a new country, the importance of building a strong network, and the risks involved in starting a new venture abroad. They also emphasize the need for proper professional advice and support. Tune in to gain valuable insights and learn from their experiences.


Estate Planning & Exit

Est. Reading Time - 15 min

Exiting The USA: Exit & Transfer Taxes

This blog is relevant for anyone who is planning on moving out of the USA as a Green Card holder or surrendering their US citizenship...

OPPORTUNITIES & LANDMINES CHECKLIST – British Expatriate Living in America

Seize the opportunities – Avoid the landmines – Make the most of your time in America With this checklist, we help our clients ensure that...

Estate Planning & Exit, Taxes

Est. Reading Time - 10 min

US Citizenship

US Citizenship as a British Expat Many British expats who move to America end up staying and seeking US citizenship. This makes sense from a...

Estate Planning & Exit, Taxes, Financial Planning

Estate Planning for British Expats in America

Estate planning for British expatriates living in America can be extremely nuanced and challenging. This is compounded by the fact that expatriates are often unaware...

Across The Pond, Social Security & Medicare, UK State Pension

Est. Reading Time - 5 min

UK State Pension & Back Paying NICs [For British Expatriates] (Across the Pond Podcast – Ep. 9)

 We often get asked, “I haven’t lived in the UK in years, do I still get a state pension?” There are a lot of...

Across The Pond, The Economy

Est. Reading Time - 5 min

Market Musings 2022 Review (Across the Pond Podcast – Ep. 8)

Big picture, the last year was a tough year to be an investor, wasn’t it? The reality of it is, even relatively safe assets did...

British Expats in America Technical Blog Series

Plan First Wealth has built a library of resources – split up into 12 critical topics, across 4 broad categories - to help British expats living in America.