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British Expats in America – 12 Month Technical Series

In July 2022, Plan First Wealth will launch a twelve-month campaign designed to educate and inform British expatriates living in America on a broad spectrum of the issues, and complications they face.

Delivered across various mediums and platforms – blogs, videos, and podcasts – the 12 topics will be split into 4 categories with each category capped off with an interactive webinar with Q&A sessions. A recording of the webinar will be posted on our website.

Please see the calendar below. Once the content is published, we will make these links live.

Q3 – 2022 – Retirement Accounts

July – UK Pensions

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

August – 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)

September – Other non-US Pensions & DTAs

Blog: Non-US and non-UK Pensions (DTAs) for Brits in America
Podcast: Other non-US Pensions & DTAs
Q1 Retirement Accounts: Webinar

Q4 – 2022 – Investments

October – Non-US Investments (PFICs)

Non-US Investments (PFICs): Blog
Non-US Investments (PFICs): Podcast

November – Reporting / Non-Reporting Funds

Reporting / Non-Reporting Funds: Blog
Reporting / Non-Reporting Funds: Podcast

December- NT Tax Code & US Reporting Compliance

NT Tax Code & US Reporting Compliance: Blog
NT Tax Code & US Reporting Compliance: Podcast
Q2 Investments: Webinar

Q1 – 2023 – UK & US State Benefits

January – U.K. State Pension & Back Paying NICs

U.K. State Pension & Back Paying NICs: Blog
U.K. State Pension & Back Paying NICs : Podcast

February – Social Security & Medicare

Social Security & Medicare: Blog
Social Security & Medicare: Podcast

March – Windfall Elimination Provision

Windfall Elimination Provision (WEP): Blog
Windfall Elimination Provision (WEP): Podcast
Q3 UK & US State Benefits: Webinar

Q2 – 2023 –Estate Planning, Citizenship & Exit

April – Estate Planning (Wills, POAs & Living Trusts)

Estate Planning (Wills, POAs & Living Trusts): Blog
Estate Planning (Wills, POAs & Living Trusts): Podcast

May – US Citizenship

US Citizenship: Blog
US Citizenship: Podcast

June – Exit Tax

Exit Tax: Blog
Exit Tax: Podcast
Q4 Estate Planning, Citizenship & Exit: Webinar

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