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Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad: Daily Summaries Delivered
by Richard Taylor
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- 5 days ago59 min
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 and complex US tax reporting. Richard Taylor, dual UK/US citizen and Chartered Financial Planner at Plan First Wealth, is joined by Dan Brotman, Global Mobility Specialist, and Marko Peck, investment migration advisor, for a conversation on cross border financial planning, expat tax advice, and what it really means to build more options into your life as an expat. Marko shares why he renounced his US citizenship, what the process looked like, and how life changed afterwards. Dan and Marko also explain why citizenship and residency are not the same thing, and how this impacts travelling to the US, travelling globally, and long-term planning for internationally mobile individuals. They also explore international wealth strategy through second passports, including citizenship by descent and citizenship by investment, as well as the growing importance of diversification for expat retirement planning and long-term financial growth. If you are a British expat, an American abroad, or someone thinking about your next move internationally, this episode offers practical financial advice and insight into how to navigate an increasingly complex global landscape. -- Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management. https://planfirstwealth.com/ -- Expat Wealth 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. 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.
- 1 weeks ago47 min
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 Trenches, Richard Taylor and James Boyle share a major announcement for the business, along with a few updates behind the scenes as the firm continues to grow. They then turn to markets. Despite constant headlines and uncertainty, equities have shown serious resilience. What is driving that, and what should long term investors focus on? Roths are back on the agenda too. It is one of the most talked about strategies for a reason, but there is a specific window and a few details that many people miss. There is also a broader conversation around expats and cross border planning, including a noticeable shift in where people want to live and why. To close things out, Richard and James introduce a new segment, sharing some of the most interesting things they have been reading, watching, and listening to lately. As always, this is a behind-the-scenes look at building a cross-border financial planning firm while helping expats make smarter decisions with their money. -- Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management. https://planfirstwealth.com/ -- Expat Wealth 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. 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.
- 2 weeks ago52 min
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 long-term plan. Richard Taylor – dual UK/US citizen and Chartered Financial Planner – sits down with global mobility specialist Dan Brotman to break down what’s going on with citizenship, residency, and why more expats are thinking seriously about a Plan B as part of their international wealth strategy. Dan Brotman shares his own story, from becoming an expat at 14 to building a life across multiple countries, and explains why, despite how it feels, only a tiny percentage of people live abroad. They talk about why expats tend to think differently, and why once you’ve lived internationally, it’s hard to ever see the world the same way again. The conversation then shifts into what people really want to know. How you get a second passport or residency. From traditional routes to investment migration and ancestry, what’s realistic today, what’s getting harder, and where people are making expensive mistakes when it comes to cross border financial planning. Richard and Dan also explore how tighter immigration rules, rising global uncertainty, and changing policies are impacting expats, immigrants, and internationally minded families. Whether you’re looking for advice for expats, advice for immigrants, or thinking longer-term about expat retirement planning, this is about understanding your options before they close. If you’re already living abroad or thinking about it, this episode will give you a much clearer picture of what’s possible, what to be aware of, and how this fits into your wider financial growth and planning decisions with a trusted expat wealth advisor. – Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management. https://planfirstwealth.com/ – Expat Wealth 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. 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.
- 3 weeks ago1h 1m
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 so can the tax mistakes. From foreign mutual funds that trigger punitive PFIC taxation, to offshore companies that become highly inefficient in the US, to pensions, trusts, and inheritances that create unexpected reporting obligations, many expats arrive without realising how quickly their existing financial setup can become problematic once they enter the US tax system. Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by David Gershel – international tax attorney and Partner at Berkowitz, Trager & Trager LLC – to discuss why pre-immigration planning is one of the most overlooked but valuable parts of the moving process. Drawing on real client examples, they explain how structures that work perfectly well abroad can become expensive liabilities in America, why California and other states can create tax problems beyond the federal system, and how failing to plan early can leave expats dealing with costly cleanup work years later. In this episode of Expat Wealth, Richard and David discuss why foreign investments and pensions often create problems for new US residents, how offshore trusts and companies can trigger unintended tax consequences, what inheritance and reporting traps many expats miss, and why working with experienced US tax help and international wealth professionals before your move can save significant money and stress down the line. – Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management. https://planfirstwealth.com/ – Expat Wealth 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. 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.
- Apr 16, 202640 min
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, geopolitical instability, and growing pressure in private credit have all changed the tone of 2026 far faster than most investors expected, markets have been forced to reckon with a very different reality. Richard Taylor, dual UK/US citizen and Chartered Financial Planner, and Brian Dunhill, founder of Dunhill Financial , look back on a chaotic first quarter of 2026 and make the case for staying invested, resisting panic, and remembering that the biggest long-term investing mistakes are usually driven by fear or greed. They discuss why inflation, not just stock market volatility, remains the bigger concern, how higher energy prices can ripple through the entire economy, and why moments of market stress often create valuable tax planning opportunities. They also explore the renewed case for commodities and value stocks, the risks building inside private credit and alternative investments, and why opening retirement accounts to illiquid assets could create serious problems for everyday investors. In this episode of Expat Wealth, Richard and Brian discuss: Why Q1 shifted so quickly from optimism to concern, and what that tells investors about market sentiment and economic surprises. How oil prices, commodity moves, and inflation fears are shaping portfolio positioning more than stock market headlines alone. Why tax loss harvesting can be one of the most valuable strategies during volatile periods, especially for long-term investors. What recent stress in private credit and alternatives could mean, and why these investments may be unsuitable for many retail and retirement portfolios. Why trying to time the market often backfires, and why staying disciplined through uncertainty has historically been the better path. -- Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management. https://planfirstwealth.com/ -- Expat Wealth 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. 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. ABOUT RICHARD: Richard Taylor is a British expat, dual citizen (UK & US). Originally from Bolton, he now lives in Greenwich, CT, where Plan First Wealth has its head office. As the firm’s leader, Richard launched Taylor & Taylor, now Plan First Wealth, and continues to fuel the firm’s growth. Richard is a Chartered Financial Planner (UK – CII) in addition to holding the IMC (CFA UK) and Series 65 (US – FINRA). Connect with Richard on LinkedIn
- Apr 9, 202651 min
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 mismatches, and costly investment mistakes. From buying property in France, to opening a business in Spain, to holding foreign mutual funds or trusts that no longer work overseas, the consequences of poor planning can be severe and expensive to unwind. For those considering moving to America or moving to the US in the future, many of these same cross-border challenges apply in reverse, making early planning essential regardless of direction. Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by Christine Alexis Concepcion – international tax attorney and Managing Partner at Concepcion Global PLLC – to discuss what US citizens and green card holders need to know before relocating abroad, especially to Europe. They explore ongoing US tax obligations, the risks of investing or structuring assets incorrectly, and why trying to “figure it out later” often leads to significantly higher costs. Drawing on real client scenarios, they highlight how decisions around foreign investments, business advise, and international wealth structuring can create long-term tax exposure if not handled correctly. They also explain why working with a qualified wealth advisor and US tax help specialists is critical for navigating cross border complexity. In this episode of Expat Wealth, Richard and Christine discuss: How Americans and green card holders remain subject to US tax filing obligations on worldwide income and assets, even after moving abroad. Why forming a foreign company, investing in a foreign business, or buying non-US mutual funds without planning can trigger punitive tax treatment and complex reporting requirements. How trusts, foreign property purchases, and cross-border estate planning can create major problems in Europe if not reviewed before a move. Why proactive planning with US and local-country specialists can reduce costs, protect long-term wealth, and help expats access the full benefits of international wealth planning. – Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management. https://planfirstwealth.com/ – Expat Wealth 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. 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. ABOUT RICHARD: Richard Taylor is a British expat, dual citizen (UK & US). Originally from Bolton, he now lives in Greenwich, CT, where Plan First Wealth has its head office. As the firm’s leader, Richard launched Taylor & Taylor, now Plan First Wealth, and continues to fuel the firm’s growth. Richard is a Chartered Financial Planner (UK – CII) in addition to holding the IMC (CFA UK) and Series 65 (US – FINRA). Connect with Richard on LinkedIn
- Apr 2, 202659 min
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 to act, expats who've spent decades building lives in America quietly deciding they're done, and British expats returning home realising they left their financial planning far too late. In this in‑person episode from New York City, Richard Taylor and James Boyle reflect on a record‑breaking first quarter at Plan First Wealth, and the conversation reflects exactly where things stand right now. In this episode of Expat Wealth, Richard Taylor, dual UK/US citizen and Chartered Financial Planner, sits down with James Boyle, Lead Financial Planner at Plan First Wealth, to take stock of a record-breaking quarter, dig into Roth strategy, and talk candidly about what the current political climate is doing to globally mobile families navigating dual tax UK and US rules. You'll hear insights on: The Iran situation, oil prices, and why staying invested through geopolitical volatility is still the right call for expats, and why timing the market almost always backfires. A plain-English breakdown of Roth IRAs, backdoor Roths, and mega backdoor Roths, including why these accounts are particularly powerful for British expats and anyone considering leaving America. Expat tax advice on the Roth vs ISA comparison, what matters under the US UK tax treaty, and what can go wrong if you don't understand how each account is treated across borders. The surge in expats leaving the US, what's driving it, why timing your departure by even a few months can have major tax consequences, and why two years' lead time is the gold standard for expat wealth planning. The underrated power of a phased retirement, and how a consultancy income or board position can protect your portfolio from early drawdown and turn a borderline plan into a great one. -- Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management. https://planfirstwealth.com/ -- Expat Wealth 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. 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.
- Mar 26, 202644 min
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 ULIPs, the assets that made perfect sense back home can quickly become compliance headaches, tax traps, and costly surprises in America. The good news is that with the right guidance – ideally before you arrive – most of these problems are entirely avoidable. In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by Manasa Nadig, Enrolled Agent and owner of MN Tax and Business Services, and co-host of the International Money Cafe podcast. Together, they walk through the most common Indian financial assets held by expats in America, what US reporting rules apply to each, and why pre-immigration planning can make the difference between a smooth transition and years of non-compliance. Richard and Manasa discuss: The four main Indian asset categories that matter for US tax purposes: Bank accounts, Demat accounts, Provident Funds, and insurance policies each carry different reporting requirements under FATCA and FBAR. Manasa breaks down what each one is, how it maps to more familiar US equivalents, and why simply not knowing about them is no defence with the IRS. Why Demat accounts and ULIPs may trigger the PFIC problem: Mutual funds and unit-linked insurance policies held in India are typically classified as Passive Foreign Investment Companies under US tax law, bringing punitive tax treatment and complex annual reporting. Richard and Manasa explore why these are so hard to unwind once you are stateside, and why catching people before they arrive is so much more valuable than cleaning up afterwards. Inheritances, gifts, and real estate – the traps people miss: From inherited property in Mumbai to gold jewellery gifted by grandparents, assets crossing borders often trigger Form 3520 reporting requirements that catch even well-intentioned expats off guard. Richard and Manasa explain what needs to be reported, what the actual tax consequences are, and why failing to report can be far more costly than the assets themselves. -- Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management. https://planfirstwealth.com/ -- Expat Wealth 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. 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.
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About 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 navigate those challenges — and thrive. Whether you’ve moved to the US for opportunity, or are an American seeking adventure and growth abroad, our job is to equip you with the tools and insights you need to succeed. Each Thursday, host Richard Taylor — dual UK/US citizen and Chartered Financial Planner — explores the critical topics you need to understand to protect your financial security and make the most of your global life.
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