Emily Geiger

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...

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...

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 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.

Taxes, Financial Planning

Est. Reading Time - 5 min

NT Tax Code & US Reporting Compliance (Across the Pond Podcast – Ep. 7)

Many US taxpayers who grew up in foreign tax systems, like in the UK, are unaware of some unique features to the US tax code....

Financial Planning

Est. Reading Time - 15 min

US Reporting Compliance

In this blog, we will discuss the UK NT tax code and US reporting compliance. An NT tax code relates to UK tax withholding. US...