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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


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.

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