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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....
US/UK Pension Specialists
British expats with lived experience, invested in your financial success.
Do you have one or more pensions languishing in the UK, unsure what to do with them now you’re in the US?
Or, do you already have an International SIPP, but you’re looking for some reliable, professional management to help get it back on track?
Plan First Wealth Can Help.
We’re a US/UK cross-border wealth management firm based out of Greenwich, CT helping successful British expats living across the US to make the most of their opportunity, and that includes managing their UK pensions / SIPPs.
We Can Help You
✔ Organise and consolidate your legacy UK pensions
✔ Including defined benefit (final salary) pensions
✔ Get them amalgamated into a modern, flexible account, meant for expatriates (International SIPP)
✔ With USD functionality – investments and withdrawals
✔ Access to professional, accountable, reliable investment management
✔ From an advisory firm dedicated to meeting the needs of British expats living in the US (not just UK pension needs)
Furthermore, we win a lot of clients who already have an International SIPP, but who are being poorly served by their current adviser.
If this includes you, we have already helped a lot of people who were similarly frustrated and who are much happier now – we can probably help you to!
Let’s chat – it’s free, no obligation, no expectation.
Want to Learn More?
Resources for British Expats Living in the United States
