
Playing the Long Game – with Angus McNab (Always an Expat S1:E5)
Episode 5 Shownotes – Angus McNab Join Richard Taylor and Angus McNab as they delve into the complex dynamics of manoeuvring a trans-national sports career....
We help our clients navigate the complicated reality of being an expat in America.
As a successful British expat with at least $1M net worth in America, whether on a visa, green card or you have US citizenship, your financial life spans at least two countries, two tax jurisdictions, two currencies, two government pension systems and numerous investment and financial products.
Furthermore, the US can be a particularly difficult place to be an expatriate, with some unusual restrictions and tax reporting requirements, accompanied by punitive punishments for even innocent non-compliance. We help our clients identify and coordinate the US and UK components of their financial life, including private and state pensions, retirement accounts, investments, healthcare, tax reporting and more.
We have built our Cross-Border Retirement Roadmap to help our successful British expat clients plan and prepare for retirement within the context of their cross-border way of life. We bring both US and UK experience and qualifications to the process to ensure that our clients take advantage of the opportunities and avoid the pitfalls of being an expat in America.
We have written a series of posts to help successful British expats living in America to understand their situation and options for their UK pensions.
Need information about Final Salary pensions and an explanation of why transfer values are currently so high? Please request our free guide: A Financial Guide – UK Pensions as a US Residents
In the United States, unusual regulations can easily confuse well-intentioned taxpayers and result in harsh penalties. Avoid these issues with our free guide: Top Tips Guide for Brits in America