Plan First’s Resource Library

Estate Planning & Exit, Taxes

Est. Reading Time - 10 min

US Citizenship

US Citizenship as a British Expat Many British expats who move to America end up staying and seeking US citizenship. This makes sense from a...

Estate Planning & Exit, Taxes, Financial Planning

Estate Planning for British Expats in America

Estate planning for British expatriates living in America can be extremely nuanced and challenging. This is compounded by the fact that expatriates are often unaware...

Social Security & Medicare

Est. Reading Time - 10 min

US Social Security – Medicare Explained For British Expats

If you are a British expat looking to retire, you probably need some help understanding Medicare. Medicare can get overly complicated, even for natural-born US...

Social Security

Social Security & Windfall Elimination Provision (WEP) – (Across the Pond Podcast – Ep. 10)

In this episode of Across the Pond, we’re discussing the Social Security Windfall Elimination Provision, with the aim of providing useful information to British expatriates...

Social Security & Medicare

Est. Reading Time - 20 min

US Social Security & the Windfall Elimination Provision (WEP)

US Social Security and the Detrimental Effect of WEP Most Brits are barely cognisant of the UK state pension system (no judgement – it’s complicated)...

Social Security & Medicare, UK State Pension

Est. Reading Time - 5 min

UK State Pension & Back Paying NICs [For British Expatriates] (Across the Pond Podcast – Ep. 9)

 We often get asked, “I haven’t lived in the UK in years, do I still get a state pension?” There are a lot of...

The Economy

Est. Reading Time - 5 min

Market Musings 2022 Review (Across the Pond Podcast – Ep. 8)

Big picture, the last year was a tough year to be an investor, wasn’t it? The reality of it is, even relatively safe assets did...

Financial Planning

Est. Reading Time - 10 min

Should I Make Voluntary National Insurance Contributions?

This is the second blog in a 2-part series about the UK state pension. In the first blog we discussed how a non-UK resident can...

Taxes, Financial Planning

Est. Reading Time - 5 min

NT Tax Code & US Reporting Compliance (Across the Pond Podcast – Ep. 7)

Many US taxpayers who grew up in foreign tax systems, like in the UK, are unaware of some unique features to the US tax code....