Expat Finance Guide to the United States

Our team of dual qualified international advisors and pension experts have created this guide to provide you with actionable insights, and highlight the key financial considerations you need to address if you are to optimise your wealth whilst living and working in the US.

This guide will provide an overview of:

• Cost of Living in the US
  
• Tax Considerations as a British Expat in the US
• Retirement Systems in the US
• Manage Retirement Funds on Leaving the US

Your guide will explain the challenges and opportunities in respect of your investments, assets and pensions, but does not replace the need for expert financial advice. Once you have received the guide, we'll follow up to answer any questions that you might have, and give you the opportunity to speak to a qualified international advisor.

Our advisors are dedicated to helping you grow and protect your wealth – wherever you are in the world, and wherever you choose to go next.