UK Pensions as a US Resident discussion, plus international property update from Richard Bradstock. 

Be sure to join our private Facebook Group, WealthHub US/UK, if you would like to put questions to us before the next one. https://www.facebook.com/groups/planfirstwealthhub/

 If you think you have something of value/interest to share with our constituency of British expatriates in America, please apply to be featured:
https://planfirstwealth.com/live-wednesdays/

Disclosures: Plan First Wealth LLC is a registered investment adviser. The opinions and videos on this platform are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Before considering acting on anything you see in these videos, first consult with your tax, legal or investment advisor. Investing involves risk and possible loss of principal capital.

PFW & Friends - Simon Misiewicz - Q&A with US/UK Cross-Border Tax Adviser & Financial Planner

On Wednesday, September 9th 2023, we were joined by friend of PFW, Simon Misiewicz of Optimise Accountants Ltd for our regular monthly installment of LIVE Q&A  with US/UK Cross-Border Tax Adviser & Financial Planner.

Be sure to join our private Facebook Group, WealthHub US/UK, if you would like to put questions to us before the next one. https://www.facebook.com/groups/planfirstwealthhub/

 If you think you have something of value/interest to share with our constituency of British expatriates in America, please apply to be featured:
https://planfirstwealth.com/live-wednesdays/

Disclosures: Plan First Wealth LLC is a registered investment adviser. The opinions and videos on this platform are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Before considering acting on anything you see in these videos, first consult with your tax, legal or investment advisor. Investing involves risk and possible loss of principal capital.

PFW & Friends - Cross-Border Planning & Education - Kath Derisson 

On Wednesday, August 23th 2023 we were joined by Kath Derisson of Fyvie Financial. 

If you think you have something of value/interest to share with our constituency of British expatriates in America, please apply to be featured:
https://planfirstwealth.com/live-wednesdays/

Disclosures: Plan First Wealth LLC is a registered investment adviser. The opinions and videos on this platform are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Before considering acting on anything you see in these videos, first consult with your tax, legal or investment advisor. Investing involves risk and possible loss of principal capital.