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
PDF: OPPORTUNITIES & LANDMINES CHECKLIST – British Expatriate Living in America
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
Blog: US Social Security & the Windfall Elimination Provision (WEP)
Podcast: Social Security & Windfall Elimination Provision (WEP)
Social Security & Medicare
Blog: US Social Security – Medicare Explained For British Expats
Estate Planning & Exit
Estate Planning for British Expats in America
Blog: Estate Planning for British Expats in America
US Citizenship
Blog: US Citizenship
Production