Plan First Resource Library

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...

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....

Financial Planning

Reporting Funds (Across the Pond Podcast – Ep. 6)

We’re talking about reporting funds and non-reporting funds for UK taxpayers. You might be wondering why we’re doing this since we work with British expats,...

Financial Planning

Est. Reading Time - 2 min

Non-US Investments [PFICs] (Across the Pond Podcast – Ep. 5)

About Non-US Investments It’s common for British expats to own Non-US Investments (PFICs) and it’s usually a problem. Many people relocate to the US with...

The Economy, Financial Planning

Est. Reading Time - 2 min

Quarter 3 Market Musings (Across the Pond Podcast – Ep. 4)

In this episode of Across the Pond, Thomas and Richard discuss market trends in Q3 of 2022. From reviewing the quarter-by-numbers to dealing with frightening...

Financial Planning

Est. Reading Time - 2 min

Non-US Pensions For Brits in America (Across the Pond Podcast – Ep. 3)

Welcome back to Across the Pond! In this podcast, we are going to discuss Non-US Pensions For Brits in America. Many have lived and worked...

IRA, 401k, Social Security & Medicare, Stock Markets & Investing, UK State Pension, Financial Planning

Est. Reading Time - 2 min

US Retirement Accounts for British Expats (Across the Pond Podcast – Ep. 2)

Welcome back to Across the Pond! In this episode, we go over common US retirement accounts for British expatriates. Most ex-pats already find it difficult...

UK State Pension, Financial Planning

UK Pensions for US Residents (Across the Pond Podcast – Ep. 1)

Welcome to the first episode of Plan First Wealth’s official podcast: Across the Pond! In this podcast, we will talk about improving the lives of...