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93. Plan First, Invest Second: How Globally Mobile Brits Actually Retire Well
For many British expats in America, the idea of moving back to the UK can start as a distant possibility, then quickly become a serious life decision. But repatriation is rarely simple, especially when your wealth, tax position, pensions and long-term plans are split across two countries.
In this From the Trenches episode of Expat Wealth, Richard Taylor, Chartered Financial Planner and founder of Plan First Wealth, and business partner James Boyle are joined by guest Miles Sharp of Fawley Wealth to discuss why more Brits in America are thinking about returning home and what they need to…
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