Case studies

Read real-world examples of the financial challenges expats face in America, and how we’ve helped them navigate these obstacles successfully.

What next?

50-year-old British expat starting to think about “what next?”

Personal pension

Client of another firm

Dovetailing

Plan First Wealth works alongside client’s US adviser

Advice

Getting started working with Plan First Wealth

Knowledge bank

Navigate the unique financial challenges of expat life with the help of our free resources. From pensions to tax planning and more, discover insights designed specifically for Brits in America.

Blogs

23 Mar 2026

5 important financial issues you need to consider if you are moving from the UK to the US

Podcasts

Episode 78

Oil Shocks, Dollar Moves and Private Debt: What Expats Should Watch Now
Play

Guides

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