If you are a British Expat living in America, Plan First Wealth has built a library of resources – split up into 12 critical topics, across 4 broad categories – to help educate you on a broad spectrum of the issues you face during your time in America.
Delivered across various mediums and platforms – blogs, videos, and podcasts.
Join our private Facebook Group, WealthHub US/UK to ask us questions and/or join the Live Q&A that we host within that group.
Opportunities & Landmines Checklist
A TOOL THAT WE USE WITH OUR CLIENTS
US Retirement Accounts
Other non-US Pensions & DTAs
Non-US Investments (PFICs)
Reporting / Non-Reporting Funds
NT Tax Code & US Reporting Compliance
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 & Medicare
Estate Planning & Exit
Estate Planning for British Expats in America
Blog: US Citizenship