Manage your wealth

Get the professional support you need to manage your assets wherever they’re held, and grow your wealth while avoiding the tax traps unique to expats in America.

A disciplined approach, with you in mind

Managing a cross-border balance sheet is inherently complex. Your wealth is often scattered across different currencies, jurisdictions, and tax rules, creating a fragmented picture that makes it difficult to track true progress. Without a coordinated strategy, you risk unnecessary costs and the many tax traps unsuspecting expats often fall into.

Our job is to provide the discipline you need to simplify things. As our client, you’ll benefit from an approach focused on global diversification and low-cost, evidence-based investing, all aligned with your lifestyle financial plan. We don’t chase what’s “hot” – we offer consistent, accountable management designed to help you succeed.

Centralising your US and international holdings in one strategy helps you regain control. With a clear, unified view of your wealth, you can keep track of your investments, meet your tax obligations, and make informed decisions about your future with confidence.

All your burning questions, addressed

If you’re confused by the realities of expat life, you aren’t alone. These are some of the key challenges we help clients just like you to work through.

How do I minimise US tax?

Can you help me stay on track?

Are my accounts poorly coordinated?

How do I manage currency risk?

Explore

Investigate

Present

Implement

Review

Reassess

Explore

The initial meeting

Your journey with us starts with an exploratory conversation to understand what’s on your mind, why you’re seeking advice, and whether we’re well placed to help. It’s a chance to talk openly about your situation, concerns, and priorities, with no obligation to proceed.

Start my journey

Investigate

Fact-finding begins

If you decide to move forward, our team will gather detailed information about your finances, goals, and cross-border circumstances. This might include assets, pensions, income, tax considerations, and any other existing arrangements you have in the UK, US, and anywhere else.

Start my journey

Present

Your personalised plan

Using the information collected, your adviser will prepare a clear, high-level plan that brings everything together. You’ll be presented with a one-page overview that highlights key priorities, planning areas, and decisions to consider, helping you see how the different pieces of your finances connect.

Start my journey

Implement

Wheels in motion

Once you’re comfortable with the plan, we’ll get you fully onboarded as a Plan First Wealth client. This implementation stage involves things like setting up accounts, transferring assets, and coordinating with other professionals involved in your affairs, such as accountants or attorneys.

Start my journey

Review

Keeping track

Planning doesn’t stop once everything is in place. Together, we’ll review your situation regularly to ensure arrangements remain appropriate, discuss any changes, and revisit priorities as your life and circumstances evolve.

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Reassess

Flexibility built in

Life as an expat can change unexpectedly, whether that’s due to career developments, family events, or even a possible move to another country. If circumstances alter, we can reassess your position and update your tailored plan as needed.

Start my journey

Real expats, real results

When you’ve left everything familiar behind to build a life in America, your financial planning needs to work harder. See how our cross-border experience has transformed messy, stressful situations into coherent plans that help expats sleep at night.

Why choose us?