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We're The Brits In America
A podcast dedicated to helping ambitious expatriates and first generation immigrants thrive in America.
๐ช๐ฒ'๐ฟ๐ฒ ๐ง๐ต๐ฒ ๐๐ฟ๐ถ๐๐ ๐๐ป ๐๐บ๐ฒ๐ฟ๐ถ๐ฐ๐ฎ is brought to you by Plan First Wealth, a lifestyle financial planning and cross-border wealth management firm helping successful American and international families make the most of their opportunity.
Being an immigrant to America should be a wonderful, life-changing opportunity. But it can also be extremely challenging, accompanied by some unique and idiosyncratic rules and regulations.
Our mission & purpose is to help fellow expats and immigrants thrive in America.
We believe that this can be achieved, in large part, by avoiding the expat landmines that can trip them up and by taking advantage of all available opportunities.
๐ช๐ฒ'๐ฟ๐ฒ ๐ง๐ต๐ฒ ๐๐ฟ๐ถ๐๐ ๐๐ป ๐๐บ๐ฒ๐ฟ๐ถ๐ฐ๐ฎ consists of 3 different show formats:
๐ผ๐จ๐ ๐ผ๐ฃ ๐๐ญ๐ฅ๐๐ง๐ฉ will tap into host Richard Taylor's network and bring subject matter experts - professionals in the cross-border advisory space - on to highlight some of the challenges and also opportunities that accompany being an expatriate in the US.
๐๐ง๐ค๐ข ๐๐๐ ๐๐ง๐๐ฃ๐๐๐๐จ where Richard and colleague James Boyle will bring you their take on what's going on in the world, in their business and in their lives.
๐ผ๐ก๐ฌ๐๐ฎ๐จ ๐ผ๐ฃ ๐๐ญ๐ฅ๐๐ฉ is a show where we bring in an interesting expat to talk about their experience moving to and living in America.
We're The Brits In America is affiliated with Plan First Wealth LLC, an SEC-registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth.
The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas.
Episodes
46. Trump, Tariffs, Mayhem - The Week From Investing Hell | From The Trenches with James Boyle
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What can you expect from We're The Brits In America?
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45. Leaving the USA: Relinquishing Green Card / Renouncing US Citizenship - Beware The Exit Tax | Ask an Expert with Virginia La Torre Jeker, J.D.
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44. Retirement strategies amid S&P 500 fluctuations: what are your options? | From The Trenches with Richard Taylor and James Boyle
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43. UK domicile & tax changes: what you need to know about the changes to worldwide assets
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42. Bubbles, tariffs & general chaos | From The Trenches with James Boyle
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41. Finding peace in uncertainty: what two cancer diagnoses taught Keith Hunt | Always An Expat
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40. Welcome the Wobble | From The Trenches with James Boyle
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39. There are SEVERE penalties for tax non-compliance. Hereโs how to avoid them | Ask An Expert with Ishali Patel
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38. Hope Springs Eternal - 2024 in Review | From The Trenches with James Boyle
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37. IRS penalty abatement: how Reasonable Cause works | Ask An Expert with Virgina Jekker
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36. Retiring in America: What You Need to Know About Healthcare | Ask An Expert with Misty Kimbrough
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35. Decisions, Dollars and Domicile: How US Elections and UK Tax Shifts Impact Expats | From The Trenches with James Boyle
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34. How FX brokers help you avoid thousands in fees | Ask An Expert with David Nixon
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33. Don't just do something, stand there | From The Trenches with James Boyle
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32. Swapping notes with an Aussie Financial Planner | From The Trenches with GFPI Founder Ashley Murphy
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31. You Come to the US to Make It, Donโt Jeopardize That By Making Mistakes | From The Trenches with James Boyle
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30. How to get a US/UK cross-border estate plan done | Ask An Expert with Paula Jones
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29. No Oneโs Built Weath In A Savings Account | From The Trenches with James Boyle
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28. US/UK Estate Planning 2 - Living Trusts | Ask An Expert with Aidan Grant
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27. "Bears sound smart, bulls make you money." | From The Trenches with James Boyle
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26. US/UK Estate Planning - What You Need To Know | Ask An Expert with Aidan Grant
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25. How to get into IRS Tax Compliance โ The Streamlined Procedures | Ask An Expert with Chris McLemore
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24: No Plan B: The Retirement Reality Check
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23. How to make it in America | Ask An Expert with Duncan Edwards
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