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.

PFW & Friends -Foreign Exchange - David Nixon

On Wednesday, August 16th 2023 we were joined by David Nixon of Currencies Direct.

David is a seasoned expert in foreign exchange and international payments.

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, August 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.

On Wednesday August 2nd 2023 we were joined by Blair Glencorse & Nadia Naviwala of 'A Haven Away.' Blair and Nadia are a transatlantic couple based in DC who have found success developing a portfolio of short-term rental properties through their company A Haven Away. We discuss ideas around creative financing, tax strategies, management tools and much more for anyone thinking about a side-hustle, particularly in real estate.

DISCLOSURE: 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. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.

On Wednesday July 26th 2023 we were joined by friends of PFW Joe Crome and Jason Flynn of CAF American Donor Fund where we discussed US/UK cross-border chartiable giving in general and their specifc dual registered solution for dual taxpayers. 

DISCLOSURE: 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. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.

On Wednesday July 19th, we were joined by friend of PFW Richard Bradstock, Managing Director of The Residential Property Advisory Group LLC where we'll discuss how British expats in the US can build a international portfolio of residential property as part of their wider investment strategy.

DISCLOSURE: 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. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.