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 no opportunity is missed and that landmines are avoided or mitigated whenever possible.

We offer you this checklist as a practical accompaniment to our Technical Blog Series to help you navigate life as an expatriate in America.

Our Technical Blog Series contains many of the technical issues British expats need to be aware of. Our checklist is a tool to audit your personal affairs, take advantage of opportunities, avoid landmines and organise yourself more effectively and efficiently.

This is a big part of what we do for our clients on an ongoing basis, so if you’d like our help, please do get in touch.

If you plan on tackling this yourself, you may have some questions or queries. We invite you to join our WealthHub US/UK Facebook Group and post them on there or join the Live Q&A that we host within that group.

Please note that PFW does not provide tax advice or legal advice.  This means that we cannot prepare tax returns or draft legal documents.  As financial advisors and planners, we have a holistic and high-level perspective on our clients’ financial lives. As a result, we are in the unique position to spot issues and red flags that need to be addressed.  We provide solutions to some but not all of the items listed below. When we cannot provide the solution, we can direct clients to the appropriate legal or tax professional.

Submit your email address to download the checklist.

Retire Happier.

Plan First Wealth Is A US/UK Wealth Management Firm Serving Successful British Expats in America With at Least $1M net worth Make the Most of their Opportunity.

Plan First's WealthHub
Plan First Wealth

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Plan First’s WealthHub is a community of Brits living in America looking to protect and grow our life’s work, retire with confidence, and leave a legacy.

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