Episode 68
Introducing Expat Wealth
The American Dream is evolving. While the US remains a land of opportunity and hard work, more people are heading to Europe in search of…
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Episode 67
For Americans Considering a Move Outside the US: Guidance to Become an Expatriate from America | Move to Europe with Brett Andrews
Moving abroad isn’t exclusive to retirees and 25-year-olds; many Americans from all walks of life are considering leaving the United States. Richer culture, affordable healthcare,…
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Episode 66
Feel Confident About Your Decision to Move Abroad and Avoid Double Taxation | Move to Europe with Brian Dunhill
Is it possible for American expats to build reliable, diversified financial portfolios when moving to Europe? Yes, but Americans living abroad, particularly in Europe, need…
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Episode 65
Navigating Estate Planning: How Expats Can Avoid Unexpected Taxes | Moving to Europe with Paula Jones
What happens if you unexpectedly inherit money from a loved one while living abroad, especially when there’s no formal estate plan in place? As an…
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Episode 64
Investing from Abroad: How Americans Should Protect Their Assets from Overseas | Move to Europe with Katelynn Minott
Expatriates need to manage their tax obligations effectively and avoid mismatches between tax systems that can lead to double taxation. One of the most common…
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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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