Retirement Accounts for Brits in America

Plan First Wealth is hosting a webinar for Brits living in America with detailed information regarding the most common US retirement accounts.

To secure your seat, register today.

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Thomas Quinn and Richard Taylor of Plan First Wealth

Event Details

21 September, 2022 02:00 PM in Eastern Time (US and Canada)

Most British expatriates already find it difficult to navigate the UK’s financial system, and it can be even more frustrating working with the American one.

In this webinar, we will examine and explain how to manage: UK retirement accounts, and US retirement accounts, including 401ks, IRAs, Roth IRAs, 403bs, Social Security, and UK Pensions. Plus, we'll cover other international retirement accounts (DTA's) as a Brit in America.

We'll also have an opportunity to ask our retirement account experts Thomas and Richard questions, and we'll be running live polls through the episode.

Don't miss out - register today!

Register Now

Plan First’s WealthHub is a community of Brits living in America looking to protect and grow our life’s work, retire with confidence, and leave a legacy.

Our members get:

  • 2 updates per month in your inbox delivering timely and actionable content (articles, papers, podcasts, videos, etc.)
  • Access to a private Facebook group where you can connect with other Brits living in the US—as well as experts in finance
  • Access to exclusive monthly online educational events such as workshops, expert AMA’s, and webinars


About Our Speakers

Richard Taylor
Richard Taylor

Founder & Chief Executive Officer (CEO)

As the firm’s leader, Richard launched Taylor & Taylor, now Plan First Wealth and continues to fuel the firm’s growth. Richard is a Chartered Financial Planner (UK - CII) in addition to holding the IMC (CFA UK) and Series 65 (US - FINRA).

Thomas Quinn
Thomas Quinn

President & Chief Revenue Officer (CRO)

Thomas is responsible for all revenue generating activities including marketing and client acquisition. He is UK qualified with the Diploma for Financial Advisers (DipFA), Managing Investments (MANI), and Pension Transfer Specialist (PETR) and US qualified via the Series 65 (US - FINRA).

About Plan First Wealth

As British expats ourselves, we offer high-value financial planning services with deep technical expertise. This shows how we are the best place for any fellow British expat to seek quality advice and make the most of their time in America – and life in general.