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Latest / Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad

51. What To Do With Your UK Pensions Once You Settle In The US: Maximise The Potential And Avoid The Landmines | 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.

This week’s Ask An Expert is with Holly Caulder, partner at Buzzacott. Holly specialises in planning and advice solutions for US residents with non-US pensions, shareholders of controlled foreign corporations and beneficiaries of non-US trusts. If this is you, you won’t want to miss this episode.

The potential landmines are significant, so you’ll hear how Holly and…

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