Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
Episodes
83. Moving to America: Avoid These Costly US Tax Mistakes with Pre-Immigration Planning
23 Apr 2026
Contributed by Lukas
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 ...
82. Inflation, Oil and Markets: What You Need to Know Right Now
16 Apr 2026
Contributed by Lukas
After a bullish start to the year, we’re unpacking what actually matters for long-term investors. While rising oil prices, renewed inflation ...
81. Moving to Europe as an American: The Tax Mistakes That Can Cost You Dearly
09 Apr 2026
Contributed by Lukas
For Americans moving abroad, the dream of a new life in Europe can quickly become complicated by US tax rules, foreign reporting requirements, est...
80. Roth IRAs, Market Chaos and Why Expats Are Leaving America
02 Apr 2026
Contributed by Lukas
Something is shifting. The questions arriving at Plan First Wealth are changing: clients rattled by geopolitical headlines wanting to know if now is t...
79. Demats, PFICs and Provident Funds: What Indians Moving to America Need to Know
24 Mar 2026
Contributed by Lukas
Moving to the US is an exciting step, but for Indians making that move, the financial complexity can be significant. From Demat accounts and Provid...
78. Oil Shocks, Dollar Moves and Private Debt: What Expats Should Watch Now
19 Mar 2026
Contributed by Lukas
Geopolitical shocks, market volatility, and policy uncertainty can create a lot of noise for investors, especially those managing wealth across border...
77. Building a Post-Retirement Career: How Expats Can Start Crafting Their Portfolios
12 Mar 2026
Contributed by Lukas
Traditional retirement is evolving. For many senior executives, stepping away from corporate life is not about slowing down; it is about redefining pu...
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
05 Mar 2026
Contributed by Lukas
In an era of political turmoil, rapid technological change, and shifting tax rules, internationally minded investors, especially expats, face a landsc...
75. The Green Card Exit Guide: How to Avoid Surprise Taxes When Moving Away From America
26 Feb 2026
Contributed by Lukas
Failing to formally surrender a green card can have serious consequences, including triggering expatriation rules, a potential exit tax, and even lon...
74. Why Gold Is Soaring and the US Dollar Is Losing Its Grip: Decoding Today’s Financial Growth Trends
19 Feb 2026
Contributed by Lukas
Gold is reclaiming its spotlight. Prices have leapt sharply, and demand is spilling beyond financial instruments into tangible bullion. Global politic...
73. The £600,000 Inheritance Tax Question: What Legislative Changes in 2027 Mean for British-Connected Expats Abroad
12 Feb 2026
Contributed by Lukas
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...
72. Removing Tax Season Stress: The Hidden Risks of DIY Cross-Border Taxes
05 Feb 2026
Contributed by Lukas
For expats, financial mistakes are not usually the result of bad decisions; they stem from incomplete information in an incredibly complex system. Dif...
71. The Exclusive Citizenship Act of 2025: Inaction Could Mean Losing Your US Citizenship
29 Jan 2026
Contributed by Lukas
Proposed policy changes in the US could result in increased taxation for American dual citizens, green card holders, and Americans living abroad. From...
70. Understanding Macroeconomics in 2026: What a Weaker Dollar and Global Turmoil Mean for Investors Abroad
22 Jan 2026
Contributed by Lukas
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...
69. Retiring Abroad: Will Your UK Tax-Free Lump Sum Be Taxed in the US?
15 Jan 2026
Contributed by Lukas
Upcoming changes to financial legislation mean many British expats should seriously rethink how and when they access their UK pensions. From April 202...
68. Introducing Expat Wealth
08 Jan 2026
Contributed by Lukas
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 ...
Trailer – Expat Wealth
08 Jan 2026
Contributed by Lukas
From January 8th, We’re The Brits In America becomes Expat Wealth. Expat Wealth is dedicated to helping ambitious US-connected expats and immigrants...
67. For Americans Considering a Move Outside the US: Guidance to Become an Expatriate from America | Move to Europe with Brett Andrews
31 Dec 2025
Contributed by Lukas
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 ...
66. Lower Taxes and Better Wine: Feel Confident About Your Decision to Move Abroad and Avoid Double Taxation | Move to Europe with Brian Dunhill
24 Dec 2025
Contributed by Lukas
Is it possible for American expats to build reliable, diversified financial portfolios when moving to Europe? Yes, but Americans living abroad, partic...
65. Navigating Estate Planning: How Expats Can Avoid Unexpected Taxes | Moving to Europe with Paula Jones
17 Dec 2025
Contributed by Lukas
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 A...
64. Investing from Abroad: How Americans Should Protect Their Assets from Overseas | Move to Europe with Katelynn Minott
10 Dec 2025
Contributed by Lukas
Expatriates need to manage their tax obligations effectively and avoid mismatches between tax systems that can lead to double taxation. One of the mos...
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
03 Dec 2025
Contributed by Lukas
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 pathwa...
62. The Complexities of Having a UK Pension in the US: Navigating Pension Commencement Lump Sums | From The Trenches with James Boyle
26 Nov 2025
Contributed by Lukas
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 ambigu...
61. Annuities and Insurance: How British Expats Can Protect Themselves | Ask An Expert with Mark Maurer
12 Nov 2025
Contributed by Lukas
Understanding life insurance and annuities is essential for making informed and beneficial financial decisions when moving to America. These financial...
60. Bull Market or AI Bubble? How to Invest When Hype Meets Reality | From the Trenches with James Boyle
29 Oct 2025
Contributed by Lukas
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...
59. Building the Right Team for Your International Move: Integrated Financial Planning for British Expats | Ask An Expert with Holly Caulder and Aidan Grant
15 Oct 2025
Contributed by Lukas
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 ...
58. Filing Taxes as a British Expat in America: Why Professional Advice Matters | From The Trenches with James Boyle
01 Oct 2025
Contributed by Lukas
The consequences of filing your tax return incorrectly, even accidentally, far outweighs the immediate cost you’ll spend on professional advice. Cro...
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
17 Sep 2025
Contributed by Lukas
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 ...
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
03 Sep 2025
Contributed by Lukas
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 f...
55. Statutes of Limitations & Tax Compliance: Are You Really Ready to File? | Ask An Expert with Virginia La Torre Jeker
20 Aug 2025
Contributed by Lukas
"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 sea...
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
06 Aug 2025
Contributed by Lukas
Richard and James are back with more cautionary financial tales. Richard Taylor, founder of Plan First Wealth, recently spoke to a connection who “h...
53. How The UK’s Statutory Residence Test Works, And How You Can Stay Compliant | Ask An Expert with Aidan Grant
23 Jul 2025
Contributed by Lukas
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...
52. A Real Doozy | From The Trenches with James Boyle
09 Jul 2025
Contributed by Lukas
The market has rebounded from a rough April, but that period caused significant emotional stress for both clients and advisors. In these market downtu...
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
25 Jun 2025
Contributed by Lukas
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...
50. Turning Market Volatility Into Tax Savings - 50th Episode Special | From The Trenches with James Boyle
11 Jun 2025
Contributed by Lukas
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 r...
49. Everything You Need To Know About Tax Compliance – From An IRS Veteran | Ask An Expert with Dan Price
28 May 2025
Contributed by Lukas
“The US system of tax reporting and FBAR reporting is exceedingly complex, and materially differs from the reporting requirements in most other coun...
48. Mastering The Art of Doing Nothing | From The Trenches with James Boyle
14 May 2025
Contributed by Lukas
There’s a well-known fable on investing that claims that from 2003 to 2013, Fidelity conducted an internal performance review of customer performanc...
47. PFICs: The Number One Expat Landmine That Can Easily Be Avoided
30 Apr 2025
Contributed by Lukas
Are your foreign investments quietly wrecking your US tax situation? They might be. This week’s Ask An Expert show features Brian Dunhill, a seaso...
46. Trump, Tariffs, Mayhem - The Week From Investing Hell | From The Trenches with James Boyle
16 Apr 2025
Contributed by Lukas
"When selling feels right, that's when it's most dangerous," warns James Boyle in this week's From The Trenches. Richard Taylor sits down with James t...
Trailer: What Can You Expect From We're The Brits In America?
15 Apr 2025
Contributed by Lukas
We’re The Brits In America is a Plan First Wealth podcast dedicated to helping ambitious expatriates and 1st generation immigrants THRIVE in America...
45. Leaving the USA: Relinquishing Green Card / Renouncing US Citizenship - Beware The Exit Tax | Ask an Expert with Virginia La Torre Jeker, J.D.
02 Apr 2025
Contributed by Lukas
Many green card holders mistakenly believe they are no longer liable for US taxes after expiration. Properly relinquishing a green card requires compl...
44. Retirement Strategies Amid S&P 500 Fluctuations: What Are Your Options? | From The Trenches with Richard Taylor and James Boyle
19 Mar 2025
Contributed by Lukas
You might already have missed the market bounce-back. That’s the warning from Richard Taylor and James Boyle in this From The Trenches episode of We...
43. UK Domicile & Tax Changes: What You Need to Know About the Changes to Worldwide Assets
05 Mar 2025
Contributed by Lukas
There are tax changes coming in the UK - new rules replacing the domicile system with a tax residency-based system. This could affect your inheritance...
42. Bubbles, Tariffs & General Chaos | From The Trenches with James Boyle
19 Feb 2025
Contributed by Lukas
The ‘Magnificent Seven’ (that’s Alphabet, NVIDIA, Amazon and the rest of the tech giants) currently make up over a third of the entire S&P 500. ...
41. Finding Peace in Uncertainty: What Two Cancer Diagnoses Taught Keith Hunt | Always An Expat
05 Feb 2025
Contributed by Lukas
In the UK, the five-year survival rate for pancreatic cancer is 7.3%. In the US, it’s 13%. This is a very special episode of Always An Expat, and ...
40. Welcome the Wobble | From The Trenches with James Boyle
22 Jan 2025
Contributed by Lukas
Market pullbacks are necessary for long-term health. But what’s the best way to deal with them? Discussing it are James Boyle and Richard Taylor, ba...
39. There Are SEVERE Penalties for Tax Non-Compliance. Here’s How to Avoid Them | Ask An Expert with Ishali Patel
08 Jan 2025
Contributed by Lukas
An accountant moves to the US in the 1980s with a portfolio of non-U.S. mutual funds (classified as PFICs under US tax law). Decades later and the por...
38. Hope Springs Eternal - 2024 in Review | From The Trenches with James Boyle
18 Dec 2024
Contributed by Lukas
2024 was a year of volatility. Despite this, the S&P 500 finished the year 28% up – that’s on top of a 70% gain from the 2022 low. As always, the ...
37. IRS Penalty Abatement: How Reasonable Cause Works | Ask An Expert with Virginia La Torre Jeker
11 Dec 2024
Contributed by Lukas
You don’t want to be arguing with the IRS. But, if it comes to it, there are some defences. One is reasonable cause. For cross-border financial and ...
36. Retiring in America: What You Need to Know About Healthcare | Ask An Expert with Misty Kimbrough
27 Nov 2024
Contributed by Lukas
For Brits moving to America, there’s a rude awakening when it comes to healthcare. The NHS, with its free and universal coverage, might not be perfe...
35. Decisions, Dollars and Domicile: How US Elections and UK Tax Shifts Impact Expats | From The Trenches with James Boyle
13 Nov 2024
Contributed by Lukas
It’s been a busy couple of weeks of high-stakes decisions and shifting landscapes. Richard and James jump right back into the trenches in the afterm...
34. How FX Brokers Help You Avoid Thousands In Fees | Ask An Expert with David Nixon
30 Oct 2024
Contributed by Lukas
Transferring large amounts of money overseas can incur significantly large fees, if you go through the banks. FX brokers offer faster transactions, be...
33. Don't Just Do Something, Stand There | From The Trenches with James Boyle
16 Oct 2024
Contributed by Lukas
The S&P 500 recently closed at 5,750, up 20% year-to-date and in defiance of gloomy predictions of a recession late last year. The market is up 60% si...
32. Swapping Notes With An Aussie Financial Planner | From The Trenches with GFPI Founder Ashley Murphy
02 Oct 2024
Contributed by Lukas
“I don't want a valuable life lesson, I just want an ice cream.” Those are the immortal words spoken by Bluey, beloved Blue Heeler puppy from Aust...
31. You Come To The US To Make It, Don’t Jeopardize That By Making Mistakes | From The Trenches with James Boyle
18 Sep 2024
Contributed by Lukas
CPI increased by 0.2% in August, putting the year-over-year rate at 2.5%. So, inflation is stabilising and we can all celebrate? Possibly. The U.S. ad...
30. How to Get a US/UK Cross-Border Estate Plan Done | Ask An Expert with Paula Jones
04 Sep 2024
Contributed by Lukas
Working with cross-border attorneys who have expertise in both US and UK law is crucial for navigating the complexities of international estate planni...
29. No One’s Built Wealth In A Savings Account | From The Trenches with James Boyle
21 Aug 2024
Contributed by Lukas
With inflation easing to 2.9% for the first time in two years, we're now entering a particularly critical phase in the economic recovery. Richard and ...
28. US/UK Estate Planning 2 - Living Trusts | Ask An Expert with Aidan Grant
07 Aug 2024
Contributed by Lukas
Do you know enough about living trusts? They’re a tax-neutral and effective tool in the US to avoid probate – BUT they can have severe UK tax impl...
27. "Bears Sound Smart, Bulls Make You Money." | From The Trenches with James Boyle
24 Jul 2024
Contributed by Lukas
James and Richard are back once again in the financial trenches. The UK election is done and dusted, but there’s still much to discuss. The US ele...
26. US/UK Estate Planning - What You Need To Know | Ask An Expert with Aidan Grant
10 Jul 2024
Contributed by Lukas
A complex web of unique tax obligations could cost you millions – if you don’t know how to navigate it. In recent years, as global mobility has ...
25. How To Get Into IRS Tax Compliance – The Streamlined Procedures | Ask An Expert with Chris McLemore
26 Jun 2024
Contributed by Lukas
The US taxation system is unique, complex and significantly different from the UK’s. It demands proactive compliance due to its stringent reporting ...
24: No Plan B: The Retirement Reality Check
12 Jun 2024
Contributed by Lukas
Richard Taylor recaps recurrent themes and issues he’s seen throughout his career as a financial planner, as well as the principles that he’s buil...
23. How To Make It In America | Ask An Expert with Duncan Edwards
05 Jun 2024
Contributed by Lukas
“You have to treat it as a foreign country; you have to make the same kind of preparation for market entry as if you were preparing to go into India...
22. Sell in May And Go Away? | From The Trenches with James Boyle
29 May 2024
Contributed by Lukas
Richard Taylor and James Boyle are back, bringing you the latest reports and their unfiltered takes on what’s going in the world of US/UK cross-bo...
21. Understanding Dual Taxation: It's Better to Go Talk to the IRS Than Have the IRS Come Looking for You | From The Trenches with Sean Kearney
15 May 2024
Contributed by Lukas
Richard Taylor and Sean Kearney are in the trenches, giving you the latest reports and their unfiltered takes on what’s going in the world of invest...
20. The Importance of Sticking to an Investment Plan | From The Trenches with James Boyle
01 May 2024
Contributed by Lukas
Richard Taylor and James Boyle are in the trenches, giving you the latest reports and their unfiltered takes on what’s going in the world of investi...
19. How The US Operates As 50 Little Countries | Ask An Expert with Christy Woskobojnik
17 Apr 2024
Contributed by Lukas
In the UK you've got four countries that make up the United Kingdom, governed by HMRC. In the US, you've got 50 little governments that reside under t...
Introducing We're The Brits In America
03 Apr 2024
Contributed by Lukas
Plan First Wealth, the company behind this podcast, works with British expats in America. We're seeing the same avoidable mistakes and missteps when...
18. Mark Ridley's Foreign Exchange
19 Mar 2024
Contributed by Lukas
This week Richard is joined by longtime friend and expert in foreign exchange and global payments (and East London native) Mark Ridley. Together they ...
17. Jeremy Bettle's Expat Playbook
05 Mar 2024
Contributed by Lukas
Jeremy Bettel, founder and CEO of Vitality Collective, shares his journey as a British expat in America and his career in high-performance professiona...
BONUS: US Retirement Accounts (from PFW & Friends)
27 Feb 2024
Contributed by Lukas
James Boyle and Richard Taylor are joined by guest Simon Misiewicz, property tax specialist, to focus on US-UK cross-border financial and tax planning...
16. Managing Finances From A Distance - with Steve Statler
20 Feb 2024
Contributed by Lukas
Steve Statler, Chief Marketing Officer at Williott, shares his journey from the UK to the US and his experiences as an expat. He discusses the cultura...
BONUS: UK Pensions as a US resident (from PFW & Friends)
14 Feb 2024
Contributed by Lukas
In this bonus episode, taken from the Plan First Wealth & Friends series, Richard Taylor is joined by Richard Bradstock to examine the complexities of...
15. Arriving In The US With A Negative Net Worth
06 Feb 2024
Contributed by Lukas
Richard Taylor is joined by Rob Tye to discuss his remarkable journey from Harlow to Wisconsin, where he unexpectedly discovered his entrepreneurial c...
14. Parenting Across The Pond – with Barry Richards
23 Jan 2024
Contributed by Lukas
In this episode, host Richard Taylor interviews Barry Richards, the group president at First, a global brand experience agency. Barry shares his journ...
13. Understanding the US Business Landscape – with Adam Sandman
09 Jan 2024
Contributed by Lukas
In this episode, Richard Taylor interviews Adam Sandman, the CEO of Inflectra, about his expat journey from the UK to the US. They discuss starting a ...
12. Couples Abroad: The Shared Journey Of Expat Life - with Kate Taylor
26 Dec 2023
Contributed by Lukas
It's a special episode for the holiday season. Richard is joined by Mrs Kate Taylor, a highly accomplished executive and VP of Talent at Memorial Sloa...
11. The Highs and Lows that Define Creative Careers – with Hywel Berry
12 Dec 2023
Contributed by Lukas
Richard Taylor is back with a new thought-provoking episode of “Always an Expat.” Accompanied by Hywel Berry, the discussion segues into the intri...
10. Moving With a Large Family - with Jermaine Edwards
28 Nov 2023
Contributed by Lukas
How does the move across the pond affect our families? Jermaine Edwards knows; he moved over with a family of 7. He talks to Richard on this week's ep...
9. Raising a 1st Generation American Family – with Neal Best
14 Nov 2023
Contributed by Lukas
In this episode of Always An Expat, our guest Neal Best takes us on his journey as a British expat living his American dream. Neal shares his experien...
8. Journey Across The Atlantic: Elaine’s Transformation from Consultant to American Bear Advocate
31 Oct 2023
Contributed by Lukas
Born and raised in England, Elaine Anderson has always been an adventurer at heart. With a natural inclination towards risk-taking, she has lived a re...
7. Lessons Learned: What to Do Differently When Dealing with Inheritance - with Andrew Duffel
17 Oct 2023
Contributed by Lukas
Andrew Duffel is the president of Florida Atlantic University's Research Park, based in Boca Raton. Born and raised in the UK, Duffel relocated to the...
6. Barry Lynch's Life at Full Speed: Finding the Thrills in Rollercoasters and Everyday Moments
03 Oct 2023
Contributed by Lukas
Moving to another country is always a challenge, but our guest this week Barry Lynch's journey was amplified by the added stakes of securing dual citi...
5. Playing The Long Game - with Angus Mcnab
19 Sep 2023
Contributed by Lukas
Join Richard Taylor and Angus McNab as they delve into the complex dynamics of manoeuvring a trans-national sports career. McNab's multifaceted identi...
4. Playing To A New Tune - With Steve DiFranco
05 Sep 2023
Contributed by Lukas
In this episode of "Always an Expat", featuring Richard Taylor and Steve DiFranco, we dive deep into Steve's remarkable journey from the challenging c...
3. Redefining Home - with Richard Fielding
22 Aug 2023
Contributed by Lukas
Welcome to another episode of "Always an Expat with Richard Taylor". Episode 3 of Always an Expat takes us through the rollercoaster ride of Richard F...
2. Finding Common Ground - with Matt Dixon
08 Aug 2023
Contributed by Lukas
It's always a pleasure to be joined by a fellow Boltonian. Today's guest is Matt Dixon, a British expat who has carved out an impressive career in the...
1. The Elusive Work Life Balance - with Serra Kiziltan
25 Jul 2023
Contributed by Lukas
The idea of home is a universal one — it resonates with everyone. But what happens when home becomes more than one place? Join us in the first episo...