Complete British Expat USA Toolkit

By Brits, For Brits.

couple getting financial help

Plan First Wealth is a US/UK wealth management firm helping successful British expats in America with at least $1m net worth make the most of their opportunity.

Complete British Expat USA Toolkit

    Our ultimate objective is to ensure hard-working, successful, intrepid expats secure and enjoy the future they deserve.

     

    This TOOLKIT is a central component of that mission.

    There are 3 essential ingredients to a successful life and retirement for British expats in America:

      1. A commitment to FINANCIAL PLANNING (whether you DIY or pay for advice)
      2. A comprehensive INCOME PLAN, supported by an investment plan and tax plan.
      3. Being aware of and avoiding the expat LANDMINES that can blow it all up

    This Toolkit addresses all of these in detail and should help all British expats living in America to thrive.

    Submit your email address below and we will send you:

      1. A video demo of how we do PLANNING. This is what we think a plan – and more importantly PLANNING – should look like
      2. Our comprehensive, 13 page “Retirement Income Guide” which will help you understand how to structure an INCOME PLAN for retirement and understand why this is so vitally important.
      3. Our “Opportunities and Landmines Checklist,” which will help you avoid disastrous landmines and take advantage of abundant opportunities in the US.

     

    We’ll also include a link to our Technical Blog Series that includes 14 blogs, 8 videos and 8 podcasts to help you learn about many of the opportunities and landlines highlighted in the checklist.

    Armed with these tools – a clear understanding of what “planning” is, our Retirement Income Guide, our Opportunities & Landmines Checklist  and our Technical Blog Series – you should be much better prepared to ensure that you make the most of your opportunity.

    Good luck!


    Submit your email address below and we will send you:

    1. A video demo of how we do PLANNING. This is what we think a plan – and more importantly PLANNING – should look like

     

    1. Our comprehensive, 13 page “Retirement Income Guide” which will help you understand how to structure an INCOME PLAN for retirement and understand why this is so vitally important.

     

    1. Our “Opportunities and Landmines Checklist,” which will help you avoid disastrous landmines and take advantage of abundant opportunities in the US.

     

    We’ll also include a link to our Technical Series that includes 14 blogs, 8 videos and 8 podcasts to help you learn about many of the opportunities and landlines highlighted in the checklist.

    Armed with these tools – a clear understanding of what “planning” is, our Retirement Income Guide, our Opportunities & Landmines Checklist  and our Technical Series – you should be much better prepared to ensure that you make the most of your opportunity.

     

    Good luck!