Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad Podcast Por Richard Taylor arte de portada

Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad

Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad

De: Richard Taylor
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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. From tax and compliance pitfalls to investment planning and estate strategies, our team of expat wealth advisors cover what matters most to cross-border individuals. Here’s what to expect on Expat Wealth: 1st Thursday: Richard is joined by James Boyle, Partner at Plan First Wealth. Together, they take you behind the scenes as they are building a business that serves the expat community. Get guidance for expats and retirement planning tips 2nd & 4th Thursdays: Expert interviews featuring top voices in cross-border tax, finance, estate planning, immigration, and more. Get expat tax tips from professionals and learn more about your tax and legal obligations. 3rd Thursday: A global economic and investment roundup to help you stay ahead of the game with Brian Dunhill, founder of Dunhill Financial and American investment advisor based in the UK. Get cross-border financial planning tips to help you plan for a better retirement. Past guests on Expat Wealth have included: Virginia La Torre Jeker – International tax expert and founder of US-Tax.org Dan Price – Former IRS attorney with over 20 years of experience in offshore compliance Paula Jones – US estate planning attorney specializing in cross-border matters Full video recordings of each episode are released on YouTube on the @planfirstwealth channel. https://www.youtube.com/@planfirstwealth Host bio: Richard Taylor is a British expatriate and dual UK/US citizen, originally from the UK and now based in Greenwich, Connecticut. A UK Chartered Financial Planner with international experience spanning the UK, Dubai, and the US, Richard was struck by how uniquely complex and challenging the financial landscape is for US-connected expatriates and immigrants — challenges that simply don’t exist elsewhere. He was particularly alarmed by the severe penalties that can result from simple mistakes, and how many expats, drawn to America for their career and financial opportunities, unknowingly put their financial futures at risk. Motivated by this, Richard founded a financial and investment planning firm focused on the needs of expats. That mission later expanded into a podcast, created to share vital information and cross-border tax advice with a broader audience. His goal: to help international, mobile individuals thrive — by seizing global opportunities while avoiding the hidden financial pitfalls that can undermine success both in America and abroad. -- 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/ You will like Expat Wealth if you like The Expat Money Show and Gimme Some Truth “Expat” Podcast.© 2025 We're The Brits In America Economía Finanzas Personales Gestión y Liderazgo Liderazgo Política y Gobierno
Episodios
  • 74. Why Gold Is Soaring and the US Dollar Is Losing Its Grip: Decoding Today’s Financial Growth Trends

    74. Why Gold Is Soaring and the US Dollar Is Losing Its Grip: Decoding Today’s Financial Growth Trends
    Feb 19 2026
    Gold is reclaiming its spotlight. Prices have leapt sharply, and demand is spilling beyond financial instruments into tangible bullion. Global politics, currency swings, and market volatility are colliding in a mix that feels both chaotic and strangely familiar. Amid the relentless news cycle, distinct patterns are emerging: a revived fascination with gold, growing doubts over the US dollar’s dominance, and a long‑anticipated revival in non‑US markets. In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen, Chartered Financial Planner, and experienced International Wealth Advisor – is joined by Brian Dunhill – founder of Dunhill Financial – to discuss the new phase in the global economy: the American dollar’s dominance being gently eroded, non‑US markets are finally having their moment, AI is changing workflows more than it’s destroying jobs (so far), and for expats and cross‑border families, thoughtful Cross-Border Financial Planning is more important than ever. In this episode, Richard and Brian take a detailed look at: Why gold and silver have surged, and why they should be seen as trades rather than long‑term investments. The political devaluation of the US dollar, what a weaker dollar means, and how expats should think about currency risk. The gradual decoupling from the US dollar as the world’s reserve currency, and how China and others are positioning themselves. The outperformance of International Wealth and emerging markets vs the US, and why Brian thinks this is part of a bigger structural shift, not a flash in the pan. The AI investment boom, the “magnificent seven,” and whether large language models are truly transformative or just efficiency tools. -- 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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    35 m
  • 73. UK Pension and Inheritance Tax: What Legislative Changes in 2027 Mean for British-Connected Expats Abroad

    73. UK Pension and Inheritance Tax: What Legislative Changes in 2027 Mean for British-Connected Expats Abroad
    Feb 12 2026
    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 inheritance tax hit on pension values above the £325,000 nil-rate band, but the way the new rules are drafted may allow non-long-term UK residents to structure their SIPPs so that non-UK underlying assets sit outside the UK inheritance tax net. Richard Taylor, dual UK/US citizen and Chartered Financial Planner, is joined by Tobias Gleed-Owen, Senior Associate at Birketts, to discuss the upcoming changes to SIPPs and inheritance tax. This episode of Expat Wealth explores how UK expats, or future recipients of a UK inheritance or pension, can prepare for the April 2027 changes. Richard and Tobias unpack how the draft UK rules will treat pensions for inheritance tax, why the position most people have assumed is likely wrong, and how looking through to the underlying investments in an SIPP may keep large portions of a UK pension outside the UK inheritance tax net. In this episode, Richard and Tobias take a detailed look at: The big picture: An overview of the 2027 UK inheritance tax change on pensions. Practical planning opportunities: How to structure or restructure your SIPP investments. What to do if you have an old defined benefit pension. Pension Commencement Lump Sums: Whether or not the UK 25% “tax-free lump sum” is tax-free in the US. -- 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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    36 m
  • 72. Removing Tax Season Stress: The Hidden Risks of DIY Cross-Border Taxes

    72. Removing Tax Season Stress: The Hidden Risks of DIY Cross-Border Taxes
    Feb 5 2026
    For expats, financial mistakes are not usually the result of bad decisions; they stem from incomplete information in an incredibly complex system. Different professionals can interpret the same treaty differently, and multiple defensible positions can coexist. In cross-border taxation, especially when tax treaties are involved, ambiguity is the norm. In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by James Boyle – Lead Financial Planner at Plan First Wealth. They explore real-world examples of how even well-informed expats can misinterpret reporting requirements, sometimes resulting in costly mistakes, especially as retirement approaches. Richard and James also address listener questions on Pension Commencement Lump Sums (PCLS) and provide insights into Federal Reserve rates and the US financial markets. Richard and James discuss: Pension Commencement Lump Sum confusion: Why tax professionals may give different answers on whether the UK 25% pension commencement lump sum is taxable in the US. DIY cross-border taxes: Why handling the US system alone can be risky, given its complexity and the severe penalties for mistakes. The danger of "scaremongering": How US offshore reporting penalties can compound through penalty stacking, and how working with cross-border tax professionals can help avoid costly mistakes. -- 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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    30 m
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