108. Best Practices for Brits in America: Non-US Assets, Roths and Your UK State Pension

Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad · Oct 29, 2026 · 22m

We talk a lot about the financial landmines British expats in America face, but what about the opportunities? Following on from episode 103 of Ask an Expert, Richard Taylor, founder of Plan First Wealth, shares the best practices he wishes every Brit in America followed. Drawing on nearly 11 years of US-UK cross-border financial planning, he explains why you should deal with your ISAs, UK pensions and other non-US assets early, before compliance issues and penalties build up.

Richard also covers smart, sensible US tax planning, from backdoor and mega backdoor Roth IRAs to tax loss harvesting…