Shows / Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
With the right financial advice, landmines that threaten expat wealth can be avoided. Often encountered by US-connected expats, these financial landmines are more numerous, more hazardous, and less understood than almost anywhere else in the world. As a result, non-cross border professionals, wealth advisors, and even international advisors are often unaware of them. But don’t worry, Expat Wealth has you covered. Expat Wealth is dedicated to helping ambitious US-connected expats and immigrants…
Episodes
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
108. Best Practices for Brits in America: Non-US Assets, Roths and Your UK State Pension
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…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
107. Wills & Estate Planning for US-UK Families: The Spouse, Trust and Tax Traps
Does your spouse inherit everything tax free? For US-UK couples, the answer may be no, even if your spouse has held a green card for 30 years. This week…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
106. Bond Yields Spike, Markets Wobble, and Why We’re Still Cautiously Optimistic
A lot can change in a month. Since Richard last caught up with Brian’s colleague Kam, half the companies in the S&P 500 have slipped into bear market…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
105. Cross Border, Cross Country: 1,000 Miles of RV Life as a British Expat in America
Moving to America is a big leap for any British expat. Moving to America and then towing your home across it in an RV is another thing entirely. One month and…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
104. NT Tax Code Rejections: Why HMRC Is Making Pension Relief Harder for Expats
For British expats in America drawing income from a UK pension, the NT tax code has long been a straightforward, if slow, way to avoid being taxed at source in…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
103. The 3 Biggest Tax Mistakes British Expats Make in America
Every week, without exception, Richard and his team at Plan First Wealth review British expat's US tax returns and find something missing. Not occasionally…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
102. US Debt Warning, Yen Carry Trade Risk & Is AI Really a Bubble?
Brian Dunhill has stepped out for this episode, so Richard Taylor is joined by Dunhill analyst Kamaljit Somal for an unscripted breakdown of the forces moving…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
101. Cross Border, Cross Country: Meet the British Financial Planner Taking on America
What does America look like through the eyes of a British financial planner who has just moved across the Atlantic? In this episode of Expat Wealth, Richard…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
100. The Next 100 Episodes: What We've Learned and Where We're Going
It's episode one hundred, and alongside the celebration (yes, there are balloons), Richard Taylor and James Boyle are using the milestone to take an honest…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
99. [Re-Release] Moving to Europe as an American: The Tax Mistakes That Can Cost You Dearly
This week's episode is a re-release of one of our most popular episodes, covering the US tax obligations, investment traps, and estate planning issues that…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
98. Weak Dollar Policy, Oil Reserve Crisis & Why the Mag Seven Stumble Matters
Richard Taylor and Brian Dunhill are back with an unscripted breakdown of the forces driving global markets in August 2026. First up, the Yen carry trade…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
97. Tax Loss Harvesting for Expats: The Direct Indexing Upgrade Nobody Talks About
For many British expats in America, building wealth in a taxable brokerage account often means accepting that a meaningful chunk of returns will be lost to tax…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
96. FBAR, PFICs & Penalty Stacking: The Real Cost of Getting US Tax Wrong as a Brit
Most UK-US cross-border tax advisors fall into one of two camps: UK-based specialists who understand British and US tax intimately but charge eye-watering…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
95. Markets, Globalisation and Diversification: Are Investors Looking in the Wrong Place?
Richard and Brian are back for this week’s episode of Macro Aggressions. This episode breaks down the "Russian doll" problem sitting inside mega-cap tech…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
94. How Long-Term Care Insurance Works: Costs, Coverage, and Options for Expats
Once you turn 65, you have roughly a 50/50 chance of needing extended care at some point. This episode breaks down what long term care insurance actually…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
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…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
92. PFICs, State Taxes and Costly Mistakes for Americans Moving to Britain
Moving to the UK can be an exciting opportunity, but for Americans abroad, it often comes with a harsh reality: the US tax system doesn’t stay behind. This…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
91. The Great IPO Boom: SpaceX, OpenAI and the Future of Investing
The stock market continues to push higher, but beneath the surface, investors are facing some increasingly difficult questions. Are markets becoming too…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
90. Golden Visa or Regular Visa? Getting Real About Moving to Portugal
More Americans are leaving the United States than at any point in recent memory, and Portugal has become one of the most searched destinations. But what's…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
89. UK Pension Risks, SpaceX’s IPO Frenzy and America’s Housing Crisis
Markets continue pushing higher, AI stocks are still surging, and now SpaceX is preparing for what could become one of the biggest IPOs in history. But beneath…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
88. Portugal for American Expats: Golden Visas, Tax Traps and Big Rule Changes
Portugal has become one of the most popular destinations for Americans moving abroad, but the move is not always as simple as it looks. From visas and tax…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
87. Oil, Inflation and Immigration: Why the World Feels Increasingly Unstable
Energy prices are rising again, inflation is creeping back up, and the global economy may be entering a far more unstable phase than markets are pricing in…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
86. US Citizenship Abroad: The Hidden Costs and Why Some Expats Walk Away
For Americans living abroad, US citizenship can come with unexpected restrictions, from banking problems and mortgage issues to business ownership challenges…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
85. Markets, Retirement Tax Strategies and Plan First Wealth Updates: Our Latest Take
A big milestone for Plan First Wealth, a market that refuses to stay down, and a topic we get asked about every single week. In this episode of From the…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
84. How to Get a Second Passport: Citizenship, Residency and Why Timing Matters
A second passport isn’t just a “nice to have” anymore. It’s becoming a real consideration for people who want options and flexibility built into their…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
83. Moving to America: Avoid These Costly US Tax Mistakes with Pre-Immigration Planning
For those moving to America, knowing what needs to happen before becoming a US tax resident can save you a lot of money. The opportunity can be enormous, but…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
82. Inflation, Oil and Markets: What You Need to Know Right Now
After a bullish start to the year, we’re unpacking what actually matters for long-term investors. While rising oil prices, renewed inflation fears…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
81. Moving to Europe as an American: The Tax Mistakes That Can Cost You Dearly
For Americans moving abroad, the dream of a new life in Europe can quickly become complicated by US tax rules, foreign reporting requirements, estate planning…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
80. Roth IRAs, Market Chaos and Why Expats Are Leaving America
Something is shifting. The questions arriving at Plan First Wealth are changing: clients rattled by geopolitical headlines wanting to know if now is the time…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
79. Demats, PFICs and Provident Funds: What Indians Moving to America Need to Know
Moving to the US is an exciting step, but for Indians making that move, the financial complexity can be significant. From Demat accounts and Provident Funds to…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
78. Oil Shocks, Dollar Moves and Private Debt: What Expats Should Watch Now
Geopolitical shocks, market volatility, and policy uncertainty can create a lot of noise for investors, especially those managing wealth across borders. For…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
77. Building a Post-Retirement Career: How Expats Can Start Crafting Their Portfolios
Traditional retirement is evolving. For many senior executives, stepping away from corporate life is not about slowing down; it is about redefining purpose and…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
76. Self-Invested Personal Pensions and Inheritance Tax: Why UK Pensions Are Moving Inside the IHT Net and Why You Don’t Need to Panic
In an era of political turmoil, rapid technological change, and shifting tax rules, internationally minded investors, especially expats, face a landscape that…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
75. The Green Card Exit Guide: How to Avoid Surprise Taxes When Moving Away From America
Failing to formally surrender a green card can have serious consequences, including triggering expatriation rules, a potential exit tax, and even long-term…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
74. Why Gold Is Soaring and the US Dollar Is Losing Its Grip: Decoding Today’s Financial Growth Trends
Gold is reclaiming its spotlight. Prices have leapt sharply, and demand is spilling beyond financial instruments into tangible bullion. Global politics…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
73. UK Pension and Inheritance Tax: What Legislative Changes in 2027 Mean for British-Connected Expats Abroad
Changes are coming to UK inheritance tax legislation. From April 2027, many expats with UK Self-Invested Personal Pensions (SIPPs) could face a 40% UK…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
72. Removing Tax Season Stress: The Hidden Risks of DIY Cross-Border Taxes
For expats, financial mistakes are not usually the result of bad decisions; they stem from incomplete information in an incredibly complex system. Different…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
71. The Exclusive Citizenship Act of 2025: Inaction Could Mean Losing Your US Citizenship
Proposed policy changes in the US could result in increased taxation for American dual citizens, green card holders, and Americans living abroad. From forced…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
70. Understanding Macroeconomics in 2026: What a Weaker Dollar and Global Turmoil Mean for Investors Abroad
In cross-border investing, where you invest matters just as much as how you invest. This is especially true for fixed income. Although 2026 has only just…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
69. Retiring Abroad: Will Your UK Tax-Free Lump Sum Be Taxed in the US?
Upcoming changes to financial legislation mean many British expats should seriously rethink how and when they access their UK pensions. From April 2027, unused…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
68. Introducing Expat Wealth
The American Dream is evolving. While the US remains a land of opportunity and hard work, more people are heading to Europe and other destinations in search of…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
Trailer – Expat Wealth
From January 8th, We’re The Brits In America becomes Expat Wealth. Expat Wealth is dedicated to helping ambitious US-connected expats and immigrants navigate…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
67. For Americans Considering a Move Outside the US: Guidance to Become an Expatriate from America | Move to Europe with Brett Andrews
Moving abroad isn’t exclusive to retirees and 25-year-olds; many Americans from all walks of life are considering leaving the United States. Richer culture…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
66. Lower Taxes and Better Wine: Feel Confident About Your Decision to Move Abroad and Avoid Double Taxation | Move to Europe with Brian Dunhill
Is it possible for American expats to build reliable, diversified financial portfolios when moving to Europe? Yes, but Americans living abroad, particularly in…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
65. Navigating Estate Planning: How Expats Can Avoid Unexpected Taxes | Moving to Europe with Paula Jones
What happens if you unexpectedly inherit money from a loved one while living abroad, especially when there’s no formal estate plan in place? As an American…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
64. Investing from Abroad: How Americans Should Protect Their Assets from Overseas | Move to Europe with Katelynn Minott
Expatriates need to manage their tax obligations effectively and avoid mismatches between tax systems that can lead to double taxation. One of the most common…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
63. What Americans Need to Know Before Starting a New Life Abroad: Diving Deep into the Factors Americans Often Overlook | Move to Europe with Alex Ingrim and David Cantor
Making the move successfully from the US to a country in Europe requires guidance from people who’ve lived it. From tax rules and immigration pathways to…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
62. The Complexities of Having a UK Pension in the US: Navigating Pension Commencement Lump Sums | From The Trenches with James Boyle
Many expats assume their Pension Commencement Lump Sum (PCLS) will remain tax-free when they relocate, but the US UK tax treaty leaves too much ambiguity to be…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
61. Annuities and Insurance: How British Expats Can Protect Themselves | Ask An Expert with Mark Maurer
Understanding life insurance and annuities is essential for making informed and beneficial financial decisions when moving to America. These financial products…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
60. Bull Market or AI Bubble? How to Invest When Hype Meets Reality | From the Trenches with James Boyle
Is the AI revolution the next dot-com boom-or the start of something even bigger? From tech valuations that seem sky-high to investors leveraging risk assets…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
59. Building the Right Team for Your International Move: Integrated Financial Planning for British Expats | Ask An Expert with Holly Caulder and Aidan Grant
You need a cross-border advisory team to navigate complex international tax laws before it’s too late. Investing in pre-planning before moving to a new country…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
58. Filing Taxes as a British Expat in America: Why Professional Advice Matters | From The Trenches with James Boyle
The consequences of filing your tax return incorrectly, even accidentally, far outweighs the immediate cost you’ll spend on professional advice. Cross-border…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
57. How To Successfully Expand Your Business Into The US: Avoid The Pitfalls And Take Full Advantage Of This Enormous Market | Ask An Expert with Allan Rooney
Building a law career and finding wealth as a UK expat can feel like an impossible task. We’re speaking to an expert in the New York legal scene to uncover the…
- 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…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
55. Statutes of Limitations & Tax Compliance: Are You Really Ready to File? | Ask An Expert with Virginia La Torre Jeker
"The IRS can go back over 20 years in certain instances for unfiled returns. We’re not making this stuff up,” warns Virginia La Torre Jeker, a seasoned US…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
54: A Story Of Good Intentions, Bad Investments, And Why Doing “Some Research” Isn’t Enough When You're Living Between Tax Systems. | From The Trenches With James Boyle
Richard and James are back with more cautionary financial tales. Richard Taylor, founder of Plan First Wealth, recently spoke to a connection who “had done a…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
53. How The UK’s Statutory Residence Test Works, And How You Can Stay Compliant | Ask An Expert with Aidan Grant
The UK has moved to a residency-based tax system, and the rules aren’t just complex, they’re strict. Whether you’re planning to return home full-time or just…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
52. A Real Doozy | From The Trenches with James Boyle
The market has rebounded from a rough April, but that period caused significant emotional stress for both clients and advisors. In these market downturns it’s…
- 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…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
50. Turning Market Volatility Into Tax Savings - 50th Episode Special | From The Trenches with James Boyle
In a year of economic whiplash, staying invested is easier said than done, particularly when the market drops 20% in ten days. But that’s when the real…