fbpx

Est. Reading Time - 10 min

British Expats in America Technical Series

If you are a British Expat living in America, Plan First Wealth created a library of resources to help educate you on a broad spectrum of the issues you face during retirement planning.

Delivered across various mediums and platforms – blogs, videos, and podcasts.

Retirement Accounts

UK Pensions

Blog: Should I Transfer my UK Pension?
Podcast: UK Pensions for US Residents  (Across the Pond Podcast – Ep. 1)

US Retirement Accounts

Blog: US Retirement Accounts (for British Expatriates Living in America)
Podcast: US Retirement Accounts for British Expats  (Across the Pond Podcast – Ep. 2)

Other non-US Pensions & DTAs

Blog: Non-US and non-UK Pensions (DTAs) for Brits in America
Podcast: Other non-US Pensions & DTAs

Investments

Non-US Investments (PFICs)

Blog: Non-US Investments (PFICs)
Podcast: Non-US Investments (PFICs) (Across the Pond Podcast – Ep. 5)

Reporting / Non-Reporting Funds

Blog: Reporting Funds & Non-Reporting Funds
Podcast: Reporting Funds Reporting Funds (Across the Pond Podcast – Ep. 6)

NT Tax Code & US Reporting Compliance

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

UK & US State Benefits

U.K. State Pension & Back Paying NICs

Blog: UK State Pension Part 1: Can I Qualify for a UK State Pension as a Non-UK Resident?
Blog: UK State Pension Part 2: Should I Make Voluntary National Insurance Contributions?
Podcast: UK State Pension & Back Paying NICs

Social Security & Windfall Elimination Provision

Social Security & Windfall Elimination Provision (WEP): Blog
Social Security & Windfall Elimination Provision (WEP): Podcast

Retire Happier.

Plan First Wealth Is A US/UK Wealth Management Firm Serving Successful British Expats in America With at Least $1M to Invest.

Schedule Your Appointment
Plan First Wealth

Join Our Community

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.

Our members get:

  • 2 updates per month with actionable content delivered to your inbox
  • Access to a private WealthHub Facebook group
  • Access to exclusive monthly online educational events

Any testimonials were provided by current clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonies. The testimonies may not be representative of the experience of other current clients and does not provide a guarantee of future performance, success or similar services.

Plan First Wealth is a registered investment adviser located in Greenwich, CT. Plan First Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Plan First Wealth’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Plan First Wealth’s web site on the Internet should not be construed by any consumer and/or prospective client as Plan First Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Plan First Wealth with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Plan First Wealth, please contact the state securities regulators for those states in which Plan First Wealth maintains a registration filing. A copy of Plan First Wealth’ current written disclosure statement discussing Plan First Wealth’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Plan First Wealth upon written request. Plan First Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Plan First Wealth’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. There are no warranties implied.