Latest / Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
56. Losing Someone is Hard and Navigating Cross-Border Inheritance Taxes Doesn’t Have to Be: How to Avoid Costly Mistakes | From The Trenches with James Boyle
The intricacies of inheritance tax issues are probably the last thing you want to think about after losing someone. We’re making it easier to make financial arrangements for receiving an inheritance after a loved one passes away on this episode of We’re the Brits in America.
Host Richard Taylor - dual UK/US citizen and Chartered Financial Planner - offers practical advice for expats on navigating these challenges to promote financial security and compliance, including how to avoid the potential pitfalls of Roth IRA conversions.
In this episode of From the Trenches on We’re the Brits in…
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