We're The Brits In America Titelbild

We're The Brits In America

We're The Brits In America

Von: Richard Taylor
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 A podcast dedicated to helping ambitious expatriates and first generation immigrants thrive in America. 𝗪𝗲'𝗿𝗲 𝗧𝗵𝗲 𝗕𝗿𝗶𝘁𝘀 𝗜𝗻 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 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. 𝗪𝗲'𝗿𝗲 𝗧𝗵𝗲 𝗕𝗿𝗶𝘁𝘀 𝗜𝗻 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 consists of 3 different show formats:𝘼𝙨𝙠 𝘼𝙣 𝙀𝙭𝙥𝙚𝙧𝙩 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.𝙁𝙧𝙤𝙢 𝙏𝙝𝙚 𝙏𝙧𝙚𝙣𝙘𝙝𝙚𝙨 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. 𝘼𝙡𝙬𝙖𝙮𝙨 𝘼𝙣 𝙀𝙭𝙥𝙖𝙩 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.© 2025 We're The Brits In America Management & Leadership Persönliche Finanzen Politik & Regierungen Ökonomie
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  • 59. Building the Right Team for Your International Move: Integrated Financial Planning for British Expats | Ask An Expert with Holly Caulder and Aidan Grant

    59. Building the Right Team for Your International Move: Integrated Financial Planning for British Expats | Ask An Expert with Holly Caulder and Aidan Grant
    Oct 15 2025
    You need a cross-border advisory team to navigate complex international tax laws before it’s too late. Investing in pre-planning before moving to a new country is crucial to avoid financial pitfalls. This week, you’ll hear from Holly Caulder - dual-qualified U.S. and U.K. tax advisor at Buzzacott, and Aidan Grant – 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 We’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 don’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 you’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.
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    49 Min.
  • 58. Filing Taxes as a British Expat in America: Why Professional Advice Matters | From The Trenches with James Boyle

    58. Filing Taxes as a British Expat in America: Why Professional Advice Matters | From The Trenches with James Boyle
    Oct 1 2025
    The consequences of filing your tax return incorrectly, even accidentally, far outweighs the immediate cost you’ll spend on professional advice. Cross-border finances can be confusing; you may be tempted to DIY your tax return, but you’re always better off speaking to a tax advisor. Host Richard Taylor - dual U.K./U.S. citizen and Chartered Financial Planner – is joined by James Boyle – Lead Financial Planner at Plan First Wealth – to tackle the subject of tax compliance for expatriates. They discuss the complexities that expatriates face, particularly when it comes to cross-border financial planning and seeking specialised expat tax advice. In this episode of From The Trenches, Richard and James explore: The risks of non-specialized tax advice The U.K. Deputy Prime Minister Angela Rayner's recent tax issues – what do they tell us about the importance of getting the right advice? The importance of proactive planning The emotional and financial impacts of non-compliance More about We’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 don’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 you’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.
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    26 Min.
  • 57. How To Successfully Expand Your Business Into The US: Avoid The Pitfalls And Take Full Advantage Of This Enormous Market | Ask An Expert with Allan Rooney

    57. How To Successfully Expand Your Business Into The US: Avoid The Pitfalls And Take Full Advantage Of This Enormous Market | Ask An Expert with Allan Rooney
    Sep 17 2025
    Building a law career and finding wealth as a UK expat can feel like an impossible task. We’re speaking to an expert in the New York legal scene to uncover the secrets to breaking into American law as a British, Scottish, or Irish expat. This week, host Richard Taylor - dual UK/US citizen and Chartered Financial Planner - has a raw and honest conversation with Allan Rooney - Founding Partner at Rooney Law - about his journey moving to the U.S., from Edinburgh to Texas and finally to New York. They discuss the evolving American landscape and the old ideals of the American Dream, and it’s not all doom and gloom. Allan shares how he built wealth in New York off the back of his successful legal career, and how other expats can too. Richard and Allan also offer insights into the challenges of obtaining a US visa and share their personal experiences with securing a Green Card. In this episode of Ask An Expert on We’re The Brits In America, Richard Taylor and Alan Rooney give you a detailed look at: Legal Risks for Foreign Businesses: The importance of establishing an entity for U.S. tax liability protection and legitimacy. Trademark and Employment Challenges: Why securing trademarks and understanding employment laws are critical to avoiding costly legal battles. Cultural and Financial Disparities: The differences in business culture and expenses between America and other countries. Visas and Immigration Issues: Stories of businesses mishandling immigration laws and the repercussions they face. Economic Climate and Business Opportunities: How global trade policies and U.S. regulations affect international companies. Networking and Success: The role of community, relationships, and networking in achieving business success in the U.S. More about We’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 don’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 you’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.
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    1 Std.
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