We're The Brits In America

Richard Taylor
  • 4.3 (12)
  • INVESTING
  • UPDATED BIWEEKLY

A podcast dedicated to helping ambitious expatriates and first generation immigrants thrive in America. ๐—ช๐—ฒ'๐—ฟ๐—ฒ ๐—ง๐—ต๐—ฒ ๐—•๐—ฟ๐—ถ๐˜๐˜€ ๐—œ๐—ป ๐—”๐—บ๐—ฒ๐—ฟ๐—ถ๐—ฐ๐—ฎ is brought to you by Plan First Wealth, a lifestyle financial planning and cross-border wealth management firm helping successful American and international families make the most of their opportunity.Being an immigrant to America should be a wonderful, life-changing opportunity. But it can also be extremely challenging, accompanied by some unique and idiosyncratic rules and regulations.Our mission & purpose is to help fellow expats and immigrants thrive in America.We believe that this can be achieved, in large part, by avoiding the expat landmines that can trip them up and by taking advantage of all available opportunities. ๐—ช๐—ฒ'๐—ฟ๐—ฒ ๐—ง๐—ต๐—ฒ ๐—•๐—ฟ๐—ถ๐˜๐˜€ ๐—œ๐—ป ๐—”๐—บ๐—ฒ๐—ฟ๐—ถ๐—ฐ๐—ฎ consists of 3 different show formats:๐˜ผ๐™จ๐™  ๐˜ผ๐™ฃ ๐™€๐™ญ๐™ฅ๐™š๐™ง๐™ฉ will tap into host Richard Taylor's network and bring subject matter experts - professionals in the cross-border advisory space - on to highlight some of the challenges and also opportunities that accompany being an expatriate in the US.๐™๐™ง๐™ค๐™ข ๐™๐™๐™š ๐™๐™ง๐™š๐™ฃ๐™˜๐™๐™š๐™จ where Richard and colleague James Boyle will bring you their take on what's going on in the world, in their business and in their lives. ๐˜ผ๐™ก๐™ฌ๐™–๐™ฎ๐™จ ๐˜ผ๐™ฃ ๐™€๐™ญ๐™ฅ๐™–๐™ฉ is a show where we bring in an interesting expat to talk about their experience moving to and living in America.    We're The Brits In America 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.  The 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. 5D AGO

    66. Lower Taxes and Better Wine: Feel Confident About Your Decision to Move Abroad and Avoid Double Taxation | Move to Europe with Brian Dunhill

    Is it possible for American expats to build reliable, diversified financial portfolios when moving to Europe? Yes, but Americans living abroad, particularly in Europe, need to know how to navigate complex tax rules, currency considerations, and international regulations to avoid being caught off guard by sudden economic or policy changes. This episodes of Weโ€™re The Brits in America helps US citizens avoid and/or mitigate double taxation when relocating to France and other European countries by reviewing the potential pitfalls. Richard Taylor โ€“ dual UK/US citizen and Chartered Financial Planner โ€“ is joined by Brian Dunhill โ€“ Founder of Dunhill Financial โ€“ to explore the financial benefits of moving to Europe for Americans, and how to protect financial assets from double taxation and unclear tax laws. Financial preparation allows expats to enjoy the food, culture, and lifestyle of their new home without unnecessary stress.   In this episode of Weโ€™re The Brits In America, Richard and Brian take a detailed look at:  How living in countries like France can result in lower taxes than in many US states. The impact of currency fluctuations on investment portfolios and strategies to mitigate these risks. The importance of pre-arrival financial planning to avoid tax pitfalls, and how advisory services can help navigate cross-border investments. The pitfalls associated with Passive Foreign Investment Companies (PFICs) and the significant tax reporting challenges they pose. More about Weโ€™re The Brits In America: 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 donโ€™t worry, We're The Brits In America has you covered.  We're The Brits In America is dedicated to helping ambitious US connected expats and immigrants navigate those challenges โ€” and thrive. Whether youโ€™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. Visit planfirstwealth.com to learn more about our services and connect with Richard Taylor on LinkedIn. -- We're The Brits In America 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.

    42 min

  2. DEC 17

    65. Navigating Estate Planning: How Expats Can Avoid Unexpected Taxes | Moving to Europe with Paula Jones

    What happens if you unexpectedly inherit money from a loved one while living abroad, especially when thereโ€™s no formal estate plan in place? As an American expat, both international and US tax laws can take a significant portion of your inheritance. Losing someone is hard enough, and navigating cross-border inheritance shouldnโ€™t make it harder. Expats should review their estate plans and those of their loved ones before moving internationally and consider how their new country of residence will interact with global regulations because US citizens and green card holders are taxed on their worldwide income and estate, even when living abroad. In this episode of Weโ€™re The Brits In America, Richard Taylor โ€“ dual UK/US citizen and Chartered Financial Planner โ€“ speaks to Paula Jones โ€“ founder of Jones Estate Group, Inc โ€“ to talk about the pitfalls of estate planning as an American abroad. Richard and Paula discuss: ยท     The intricacies of working globally and the decision-making process involved in potentially claiming residency in another country, like France or Portugal. ยท     Principles around setting up estate plans both domestically and internationally, focusing on avoiding pitfalls such as adverse tax consequences. ยท     The severity of exit taxes for expatriates and green card holders. ยท     How international estate planning can intersect with tax obligations in both the US and prospective European countries. ยท     The importance of cross-border estate planning and tax professionals to avoid costly DIY mistakes. More about Weโ€™re The Brits In America: 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 donโ€™t worry, We're The Brits In America has you covered.  We're The Brits In America is dedicated to helping ambitious US-connected expats and immigrants navigate those challenges โ€” and thrive. Whether youโ€™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. Visit planfirstwealth.com to learn more about our services and connect with Richard Taylor on LinkedIn. -- We're The Brits In America 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.

    51 min

  3. DEC 10

    64. Investing from Abroad: How Americans Should Protect Their Assets from Overseas | Move to Europe with Katelynn Minott

    Expatriates need to manage their tax obligations effectively and avoid mismatches between tax systems that can lead to double taxation. One of the most common mistakes American expats make is investing through a Passive Foreign Investment Company (PFIC), which is taxed at the highest US tax rate, often simply because they didnโ€™t have the proper guidance. Working with qualified expat wealth advisors is essential for making smart, legal, and cost-effective financial decisions. Moving abroad is exciting, but itโ€™s easy to fall into tax traps that can have costly consequences.  Richard Taylor - dual UK/US citizen and Chartered Financial Planner - is joined by American Katelynn Minott - CPA at Bright!Tax, to explore the key tax challenges Americans face when moving abroad. They discuss common compliance pitfalls, strategies to avoid expensive errors, and the benefits of proactive planning with specialist advisors to successfully navigate cross-border financial obligations.    In this episode of Weโ€™re The Brits In America, Richard and Katelynn explore:   The importance of adhering to both US and foreign tax obligations and how misinformation can lead to costly mistakes.  The difficulties Americans face with foreign banking due to the Foreign Account Tax Compliance Act (FATCA), and strategies for managing financial affairs while abroad.  PFICs and why they can be financially devastating for expatriates if not managed properly.  Considerations and implications of renouncing US citizenship.  More about Weโ€™re The Brits In America:   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 donโ€™t worry, We're The Brits In America has you covered.    We're The Brits In America is dedicated to helping ambitious US-connected expats and immigrants navigate those challenges โ€” and thrive. Whether youโ€™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.   Visit planfirstwealth.com to learn more about our services and connect with Richard Taylor on LinkedIn.  --   We're The Brits In America 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.

    49 min

  4. DEC 3

    63. 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

    Making the move successfully from the US to a country in Europe requires guidance from people whoโ€™ve lived it. From tax rules and immigration pathways to cultural fit and long-term financial planning, the journey comes with complexities that have caught many people off guard. In this episode of Weโ€™re The Brits In America, Richard Taylor - dual UK/US citizen and Chartered Financial Planner - sits down with Alex Ingrim, President & Co-Founder of Liberty Atlantic Advisors, and David Cantor, immigration attorney and founder of Relocate. Both are American expats living in Italy, bringing firsthand insight into what it really takes to establish a sustainable life in Europe. Richard, Alex, and David take a detailed look at: Why moving to something and not away from something is essential for a successful relocation How immigration frameworks differ across Europe, and why thereโ€™s almost always a viable pathway if you know where to look The biggest mistakes Americans make, including choosing countries based solely on visas or cost of living Why US citizens face unique tax and administrative challenges abroad โ€” and how treaties can sometimes turn those into advantages (like in France) How to evaluate countries based on your asset base, tax position, lifestyle goals, and tolerance for complexity Why Spain, Italy, Portugal, and France all offer opportunities, but come with radically different wealth taxes, reporting rules, and planning considerations The growing trend of younger families relocating, driven by quality of life, education, and cultural exposure for children The mindset shift required to embrace uncertainty, build a life in a new culture, and take control of your own expat journey More about Weโ€™re The Brits In America: 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 donโ€™t worry, We're The Brits In America has you covered. We're The Brits In America is dedicated to helping ambitious US-connected expats and immigrants navigate those challenges โ€” and thrive. Whether youโ€™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. If youโ€™re enjoying the show, please consider leaving a 5-star rating and review to help the mission, which is to help expats and immigrants thrive in America. Visit planfirstwealth.com to learn more about our services and connect with Richard Taylor on LinkedIn. --  We're The Brits In America 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.

    44 min

  5. NOV 26

    62. The Complexities of Having a UK Pension in the US: Navigating Pension Commencement Lump Sums | From The Trenches with James Boyle

    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 ambiguity to be certain. Therefore, what should you do with your PCLS when moving to the US as a British expat? Working with a dedicated cross-border tax advisor can help you avoid costly IRS repercussions. Host Richard Taylor โ€“ dual UK/US citizen and Chartered Financial Planner โ€“ is joined by James Boyle โ€“ Lead Financial Planner at Plan First Wealth โ€“ to break down the UKโ€™s 25% retirement lump sum, or PCLS. Many expats want to bring that lump sum with them when they move to the United States because itโ€™s tax-free in the UK. However, the only way to obtain a definitive interpretation of the US UK tax treaty is through court proceedings. Until then, the guidance of qualified cross-border tax professionals is essential when reviewing the treatyโ€™s provisions on retirement funds. In this episode of We're The Brits In America, Richard and James explore: ยท     The 25% tax-free lump sum from UK pensions and its potential tax implications in the US. ยท     The ambiguity of tax treaties between the US and UK and how this affects pension income. ยท     The importance of engaging with qualified cross-border tax professionals. More about Weโ€™re The Brits In America: 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 donโ€™t worry, We're The Brits In America has you covered.  We're The Brits In America is dedicated to helping ambitious US-connected expats and immigrants navigate those challenges โ€” and thrive. Whether youโ€™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. Visit planfirstwealth.com to learn more about our services and connect with Richard Taylor on LinkedIn. -- We're The Brits In America 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.

    29 min

  6. NOV 12

    61. Annuities and Insurance: How British Expats Can Protect Themselves | Ask An Expert with Mark Maurer

    Understanding life insurance and annuities is essential for making informed and beneficial financial decisions when moving to America. These financial products differ significantly between the UK and the US. Decades ago, the process of getting insured in the US was much simpler, with far fewer options than there are today.  In this episode of Weโ€™re The Brits In America, Richard Taylor - dual UK/US citizen and Chartered Financial Planner, and Mark Maurer - President and CEO of LLIS, discuss the complexities of insurance and annuity products in the United States that often take expatriates by surprise when theyโ€™re cross-border financial planning.  Richard and Mark take a detailed look at:  The key differences between UK and US insurance products, and the nuances of the American market.  The pros and cons of different policy types and how they fit into broader financial strategies.  Indexed Universal Life (IUL) policies, their features, and why they may not always be the best investment option.  The different types of annuities, common misconceptions, and when they might be appropriate for investors.  The potential downsides of tax deferral and how taxation works with annuities.  Income riders on annuities, their benefits, and the cost implications of these add-ons.  More about Weโ€™re The Brits In America:  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 donโ€™t worry, We're The Brits In America has you covered.  We're The Brits In America is dedicated to helping ambitious US-connected expats and immigrants navigate those challenges โ€” and thrive. Whether youโ€™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.  If youโ€™re enjoying the show, please consider leaving a 5-star rating and review to help the mission, which is to help expats and immigrants thrive in America. Visit planfirstwealth.com to learn more about our services and connect with Richard Taylor on LinkedIn.  --  We're The Brits In America 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.

    50 min

  7. OCT 29

    60. Bull Market or AI Bubble? How to Invest When Hype Meets Reality | From the Trenches with James Boyle

    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 assets at record levels, Richard Taylor - dual U.K./U.S. citizen and Chartered Financial Planner โ€“ is joined by James Boyle โ€“ Lead Financial Planner at Plan First Wealth โ€“ explore whether this moment mirrors past cycles of transformational technology, over investment, and inevitable correction-from railways to electricity to the internet. Richard and James compare todayโ€™s โ€œAI megatrendโ€ with historical booms and discuss the key differences this time around, including the profitability of the companies leading it. They also outline practical steps for investors-especially those at or near retirement weather potential volatility and avoid emotional, short-term decisions.   In this episode, they discuss: โ€ข Whether the current market surge signals a bubble or a paradigm shift. โ€ข What historyโ€™s great investment manias teach us about the AI boom. โ€ข How to distinguish long-term investing from short-term speculation. โ€ข The importance of asset allocation, diversification, and โ€œsequence of returnsโ€ planning. โ€ข Why investor psychology-not just market fundamentals-drives crashes. More about Weโ€™re The Brits In America: With the right financial advice, landmines that threaten expat wealth can be avoided. Often encountered by U.S. -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 donโ€™t worry, We're The Brits In America has you covered.  We're The Brits In America is dedicated to helping ambitious U.S.-connected expats and immigrants navigate those challenges - and thrive. Whether youโ€™ve moved to the U.S. 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. -- We're The Brits In America 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. We're The Brits In America is dedicated to helping ambitious US-connected expats and immigrants navigate those challenges โ€” and thrive. Whether youโ€™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.     If youโ€™re enjoying the show, please consider leaving a 5-star rating and review to help the mission, which is to help expats and immigrants thrive in America. Visit planfirstwealth.com to learn more about our services and connect with Richard Taylor on LinkedIn.

    33 min

  8. OCT 15

    59. Building the Right Team for Your International Move: Integrated Financial Planning for British Expats | Ask An Expert with Holly Caulder and Aidan Grant

    You need a cross-border advisory team to navigate complex international tax laws before itโ€™s too late. Investing in pre-planning before moving to a new country is crucial to avoid financial pitfalls. This week, youโ€™ll hear from Holly Caulder - dual-qualified U.S. and U.K. tax advisor at Buzzacott, and Aidan Grant โ€“ U.K. tax and estate planning attorney at Collyer Bristow as they unpack the financial logistics of moving between the U.K. and the U.S.   Host Richard Taylor - dual U.K./U.S. citizen and Chartered Financial Planner leads a conversation alongside Holly Caulder and Aidan Grant, delving into the complexities faced by British expats navigating the U.S.-U.K. cross border financial landscape. They explore common planning opportunities and the essential role of a coordinated cross-border advisory team.   In this episode, Richard, Holly & Aidan explore: When residency for tax purposes starts. The critical timing of tax and legal planning before moving to the U.S. Reporting requirements for non-U.S. financial accounts and the consequences of ignoring them. The issue of Passive Foreign Investment Companies (PFICs) and how they are taxed. Challenges with holding ISAs in the U.S. and unexpected U.S. tax implications. Complications and opportunities in estate planning across borders, especially involving trusts.   More about Weโ€™re The Brits In America: With the right financial advice, landmines that threaten expat wealth can be avoided. Often encountered by U.S. -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 donโ€™t worry, We're The Brits In America has you covered.  We're The Brits In America is dedicated to helping ambitious U.S.-connected expats and immigrants navigate those challenges โ€” and thrive. Whether youโ€™ve moved to the U.S. 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. -- We're The Brits In America 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.

    50 min
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4.3
out of 5
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About

A podcast dedicated to helping ambitious expatriates and first generation immigrants thrive in America. ๐—ช๐—ฒ'๐—ฟ๐—ฒ ๐—ง๐—ต๐—ฒ ๐—•๐—ฟ๐—ถ๐˜๐˜€ ๐—œ๐—ป ๐—”๐—บ๐—ฒ๐—ฟ๐—ถ๐—ฐ๐—ฎ is brought to you by Plan First Wealth, a lifestyle financial planning and cross-border wealth management firm helping successful American and international families make the most of their opportunity.Being an immigrant to America should be a wonderful, life-changing opportunity. But it can also be extremely challenging, accompanied by some unique and idiosyncratic rules and regulations.Our mission & purpose is to help fellow expats and immigrants thrive in America.We believe that this can be achieved, in large part, by avoiding the expat landmines that can trip them up and by taking advantage of all available opportunities. ๐—ช๐—ฒ'๐—ฟ๐—ฒ ๐—ง๐—ต๐—ฒ ๐—•๐—ฟ๐—ถ๐˜๐˜€ ๐—œ๐—ป ๐—”๐—บ๐—ฒ๐—ฟ๐—ถ๐—ฐ๐—ฎ consists of 3 different show formats:๐˜ผ๐™จ๐™  ๐˜ผ๐™ฃ ๐™€๐™ญ๐™ฅ๐™š๐™ง๐™ฉ will tap into host Richard Taylor's network and bring subject matter experts - professionals in the cross-border advisory space - on to highlight some of the challenges and also opportunities that accompany being an expatriate in the US.๐™๐™ง๐™ค๐™ข ๐™๐™๐™š ๐™๐™ง๐™š๐™ฃ๐™˜๐™๐™š๐™จ where Richard and colleague James Boyle will bring you their take on what's going on in the world, in their business and in their lives. ๐˜ผ๐™ก๐™ฌ๐™–๐™ฎ๐™จ ๐˜ผ๐™ฃ ๐™€๐™ญ๐™ฅ๐™–๐™ฉ is a show where we bring in an interesting expat to talk about their experience moving to and living in America.    We're The Brits In America 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.  The 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. 

Information

  • Creator
    Richard Taylor
  • Years Active
    2023 - 2025
  • Episodes
    70
  • Rating
    Clean
  • Copyright
    ยฉ 2025 We're The Brits In America
  • Show Website
    We're The Brits In America

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