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In this guide, get expert knowledge on:

  • How to handle your UK Pension Account
  • If you should keep a UK Bank Account
  • What to declare to FATCA
  • How to navigate Social Security
  • How to qualify for Medicare
  • The cost-effectiveness of Foreign Exchange
  • And more!

About Plan First

Plan First provide British expats with peace of mind and confidence, by simplifying the complex world of cross-border retirement planning & US/UK wealth management and treating them as people, not numbers.