Expats Unpacked Titelbild

Expats Unpacked

Expats Unpacked

Von: Robert Hallums
Jetzt kostenlos hören, ohne Abo

Nur 0,99 € pro Monat für die ersten 3 Monate

Danach 9.95 € pro Monat. Bedingungen gelten.

Über diesen Titel

Brought to you by Experts for Expats


Whether you're navigating international tax rules, adjusting to life in a new country, or wondering how to buy property overseas, Expats Unpacked helps you understand and overcome the challenges and opportunities that come with expat life.


Each episode is recorded as if you're just overhearing a conversation and is hosted by Robert Hallums, founder of Experts for Expats. Sometimes you will join us just as the conversation gets interesting. We don't over produce, what you hear is people talking freely about their expertise and experiences - without any filters.


Expats Unpacked features practical guidance and interviews with our trusted experts covering relocation, tax, property, pensions, finance, culture shock, and more.


If you’ve moved abroad or are planning to, we’re here to help you unpack the important stuff, giving you the confidence to live your best life, free from the stresses and costs that come from living abroad.

Hosted on Acast. See acast.com/privacy for more information.

Robert Hallums Hygiene & gesundes Leben Persönliche Finanzen Reiseliteratur & Erläuterungen Seelische & Geistige Gesundheit Sozialwissenschaften Ökonomie
Folgen
  • Investing as an American in the UK

    Investing as an American in the UK
    Aug 20 2025
    Thinking about investing as an American living in the UK?

    You’re not alone, but it's not simple.


    In this episode of Experts for Expats: Unpacked, host Robert Hallums speaks with US-UK cross-border experts Patrick Mulhern (Tanager Wealth Management) and Scott Wickham (Tax Advisory Partnership) about the biggest questions American expats face when it comes to investing, taxes, and pensions while living abroad.


    Overview of topics covered:
    • Can you invest in a Cash ISA or Stocks & Shares ISA as an American?
    • What is a PFIC—and why should you be cautious?
    • How to approach pensions and 401ks across borders
    • UK property: a smart option or a tax trap?
    • What happens if you put assets in your British partner’s name?
    • Should you consider renouncing US citizenship?


    If you're feeling overwhelmed by rules, regulations, and restrictions, this episode will help you understand the risks—and the opportunities.


    Subject Timeline
    • 00:00 - Introduction and context
    • 02:15 - Can Americans invest in Cash ISAs?
    • 04:30 - The pitfalls of Stocks & Shares ISAs (PFIC rules)
    • 09:00 - What are HMRC Reporting Funds?
    • 12:30 - Why most advisors can’t help Americans in the UK
    • 17:25 - What should younger US expats do with their savings?
    • 25:00 - Do I need to file a US tax return if I live in the UK?
    • 28:20 - Is UK property a smart investment for Americans?
    • 34:45 - Can I put everything in my UK spouse’s name?
    • 37:30 - Junior ISAs and children with US citizenship
    • 41:00 - Taxation of UK pensions and US 401ks
    • 49:00 - Is giving up US citizenship ever a good idea?
    • 58:00 - Final thoughts and summary

    Hosted on Acast. See acast.com/privacy for more information.
    Mehr anzeigen Weniger anzeigen
    54 Min.
  • Italian lakes vs Italian cities

    Italian lakes vs Italian cities
    Jun 19 2025

    In "Italian lakes vs Italian cities: Choosing where to live in Italy", Robert and Daniel discuss the beauty of Lake Iseo and the appeal of living in Milan versus the Italian lakeside lifestyle.


    They delve into the property market in Italy, focusing on the buying process, renovation needs and the importance of understanding local regulations when making decisions over which property to buy.


    Daniel shares his insights and expertise around Italian property and explores the significance of visiting Italy to truly appreciate the environment before making a purchase.


    In this episode...

    00:00 - Exploring Lake Iseo: Just an hour from Milan

    02:52 - Choosing between city and lake living

    06:00 - The property buying process in Italy

    09:02 - Renovation projects in Italy and property types

    11:53 - Navigating Italian property regulations and local challenges

    17:53 - How professionals experience can help

    20:47 - Taking the first step: Planning your visit


    Subjects

    Italian lakes, Lake Iseo, property buying, Milan, city living, renovation, Italian real estate, travel to Italy, lake living, property regulations




    Hosted on Acast. See acast.com/privacy for more information.
    Mehr anzeigen Weniger anzeigen
    26 Min.
Noch keine Rezensionen vorhanden