Latest / Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
BONUS: US Retirement Accounts (from PFW & Friends)
James Boyle and Richard Taylor are joined by guest Simon Misiewicz, property tax specialist, to focus on US-UK cross-border financial and tax planning for British expatriates in America.
The trio emphasizes the critical need for British expats to have both a US-UK cross-border tax advisor and a financial planner, and the importance of these professionals collaborating closely. They look at US retirement accounts, stressing their significance in wealth creation for expats in the US and the intricacies of managing UK pensions from abroad. The discussion highlights the complexities of navigating…
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