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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Episode 53
How The UK’s Statutory Residence Test Works, And How You Can Stay Compliant | Ask An Expert with Aidan Grant
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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Episode 52
A Real Doozy | From The Trenches with James Boyle
The market has rebounded from a rough April, but that period caused significant emotional stress for both clients and advisors. In these market downturns it’s…
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Episode 51
What To Do With Your UK Pensions Once You Settle In The US | Ask An Expert with Holly Caulder
If you’re an expat of means in America and you don’t have a good cross-border team around you – financial, tax, and estate – there’s a high chance you’re in non-compliance. That’s especially true with UK pension holders in the US.
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Episode 50
Turning Market Volatility Into Tax Savings – 50th Episode Special | From The Trenches with James Boyle
In a year of economic whiplash, staying invested is easier said than done, particularly when the market drops 20% in ten days. But that’s when…
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