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PFW & Friends

PFW & Friends

Von: Plan First Wealth
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(Nearly) Every Wednesday, Richard Taylor and James Boyle of Plan First Wealth go live across multiple platforms with a friend, colleague or contact who has something of value and/or interest to share with our community of British expatriates (and future british expatriates) living across America.

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. 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. 

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  • UK Pensions as US Resident Discussion (+ Int Property Update) - PFW & Friends - January 2024

    UK Pensions as US Resident Discussion (+ Int Property Update) - PFW & Friends - January 2024
    Jan 11 2024

    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.
    Mehr anzeigen Weniger anzeigen
    46 Min.
  • 9. Q&A w/Tax Adviser - Simon Misiewicz - 09/13/2023

    9. Q&A w/Tax Adviser - Simon Misiewicz - 09/13/2023
    Sep 14 2023

    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.
    Mehr anzeigen Weniger anzeigen
    28 Min.
  • 8. Cross-Border Planning & Education - Kath Derisson

    8. Cross-Border Planning & Education - Kath Derisson
    Aug 24 2023

    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.
    Mehr anzeigen Weniger anzeigen
    44 Min.
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