Plan First’s Resource Library

Estate Planning & Exit

Est. Reading Time - 15 min

Exiting The USA: Exit & Transfer Taxes

This blog is relevant for anyone who is planning on moving out of the USA as a Green Card holder or surrendering their US citizenship...

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 & 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)...

Financial Planning

Est. Reading Time - 10 min

Should I Make Voluntary National Insurance Contributions?

Wondering if you’re retirement ready? Take our FREE Expat Financial Assessment. This is the second blog in a 2-part series about the UK state pension....

Financial Planning

Est. Reading Time - 15 min

US Reporting Compliance

In this blog, we will discuss the UK NT tax code and US reporting compliance. An NT tax code relates to UK tax withholding. US...

SIPP, UK State Pension, Financial Planning

Est. Reading Time - 7 min

NT Tax Code

 For British ex-pats living in the US, many tax-related topics cause confusion. In this blog post, we will discuss the UK NT tax code,...

Financial Planning

Est. Reading Time - 15 min

Reporting Funds & Non-Reporting Funds

 In our last blog, on non-US investments, we looked at US taxpayers investing in non-US collective funds. For example, EU-registered mutual funds and ETFs....