Episode 63
What Americans Need to Know Before Starting a New Life Abroad: Diving Deep into the Factors Americans Often Overlook | Move to Europe with Alex Ingrim and David Cantor
Making the move successfully from the US to a country in Europe requires guidance from people who’ve lived it. From tax rules and immigration pathways…
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Episode 62
The Complexities of Having a UK Pension in the US: Navigating Pension Commencement Lump Sums | From The Trenches with James Boyle
Many expats assume their Pension Commencement Lump Sum (PCLS) will remain tax-free when they relocate, but the US UK tax treaty leaves too much ambiguity…
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Episode 61
Annuities and Insurance: How British Expats Can Protect Themselves | Ask An Expert with Mark Maurer
Understanding life insurance and annuities is essential for making informed and beneficial financial decisions when moving to America. These financial products differ significantly between the…
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Episode 60
Bull Market or AI Bubble? How to Invest When Hype Meets Reality | From the Trenches
Is the AI revolution the next dot-com boom-or the start of something even bigger? From tech valuations that seem sky-high to investors leveraging risk…
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Episode 59
Building the Right Team for Your International Move: Integrated Financial Planning for British Expats | Ask An Expert with Holly Caulder and Aidan Grant
You need a cross-border advisory team to navigate complex international tax laws before it’s too late. Investing in pre-planning before moving to a new country…
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Episode 58
Filing Taxes as a British Expat in America: Why Professional Advice Matters | From The Trenches with James Boyle
The consequences of filing your tax return incorrectly, even accidentally, far outweighs the immediate cost you’ll spend on professional advice. Cross-border finances can be confusing;…
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Episode 57
How To Successfully Expand Your Business Into The US: Avoid The Pitfalls And Take Full Advantage Of This Enormous Market | Ask An Expert with Allan Rooney
Building a law career and finding wealth as a UK expat can feel like an impossible task. We’re speaking to an expert in the…
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Episode 56
Losing Someone is Hard and Navigating Cross-Border Inheritance Taxes Doesn’t Have to Be: How to Avoid Costly Mistakes | From The Trenches with James Boyle
The intricacies of inheritance tax issues are probably the last thing you want to think about after losing someone. We’re making it easier to…
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Episode 55
Statutes of Limitations & Tax Compliance: Are You Really Ready to File? | Ask An Expert with Virginia La Torre Jeker
“The IRS can go back over 20 years in certain instances for unfiled returns. We’re not making this stuff up,” warns Virginia La Torre Jeker,…
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Episode 54
A Story Of Good Intentions, Bad Investments, And Why Doing “Some Research” Isn’t Enough When You’re Living Between Tax Systems | From The Trenches With James Boyle
Richard and James are back with more cautionary financial tales. Richard Taylor, founder of Plan First Wealth, recently spoke to a connection who “had done…
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