Episode 78
Oil Shocks, Dollar Moves and Private Debt: What Expats Should Watch Now
Geopolitical shocks, market volatility, and policy uncertainty can create a lot of noise for investors, especially those managing wealth across borders. For expats, the challenge…
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Episode 77
Building a Post-Retirement Career: How Expats Can Start Crafting Their Portfolios
Traditional retirement is evolving. For many senior executives, stepping away from corporate life is not about slowing down; it is about redefining purpose and supporting…
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Episode 76
Self-Invested Personal Pensions and Inheritance Tax: Why UK Pensions Are Moving Inside the IHT Net and Why You Don’t Need to Panic
In an era of political turmoil, rapid technological change, and shifting tax rules, internationally minded investors, especially expats, face a landscape that feels more uncertain…
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Episode 75
The Green Card Exit Guide: How to Avoid Surprise Taxes When Moving Away From America
Failing to formally surrender a green card can have serious consequences, including triggering expatriation rules, a potential exit tax, and even long-term inheritance tax implications…
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Episode 74
Why Gold Is Soaring and the US Dollar Is Losing Its Grip: Decoding Today’s Financial Growth Trends
Gold is reclaiming its spotlight. Prices have leapt sharply, and demand is spilling beyond financial instruments into tangible bullion. Global politics, currency swings, and market…
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Episode 73
UK Pension and Inheritance Tax: What Legislative Changes in 2027 Mean for British-Connected Expats Abroad
Changes are coming to UK inheritance tax legislation. From April 2027, many expats with UK Self-Invested Personal Pensions (SIPPs) could face a 40% UK inheritance…
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Episode 72
Removing Tax Season Stress: The Hidden Risks of DIY Cross-Border Taxes
For expats, financial mistakes are not usually the result of bad decisions; they stem from incomplete information in an incredibly complex system. Different professionals can…
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Episode 71
The Exclusive Citizenship Act of 2025: Inaction Could Mean Losing Your US Citizenship
Proposed policy changes in the US could result in increased taxation for American dual citizens, green card holders, and Americans living abroad. From forced loss…
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Episode 70
Understanding Macroeconomics in 2026: What a Weaker Dollar and Global Turmoil Mean for Investors Abroad
In cross-border investing, where you invest matters just as much as how you invest. This is especially true for fixed income. Although 2026 has only…
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Episode 69
Retiring Abroad: Will Your UK Tax-Free Lump Sum Be Taxed in the US?
Upcoming changes to financial legislation mean many British expats should seriously rethink how and when they access their UK pensions. From April 2027, unused UK…
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