Financial Planning for British Expats in the US

This guide highlights the key issues you need to be aware of, the potentially costly pitfalls you need to avoid, and explains how our dual-qualified advisors can help you to create and manage your cross-border financial strategy:

• Are your investments UK and US compatible?
• UK Pensions: Will they work for you in the US?
• US Assets: How will they work if you move back to the UK?
  
• Investment Strategies: Avoiding pitfalls in a cross-border world
• Dormant UK and US Pensions: Why they need attention
• The importance of cross-border estate planning.

Your guide will explain the key potential risks and the opportunities available to you as British expatriate residing in the United States, but does not replace the need for expert cross-border 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 dual qualified international advisor.

Our dual qualified financial planners and wealth managers are dedicated to helping you optimise your assets by identifying the right cross-border solutions for you, dependent upon your unique circumstances.