Plan First’s Resource Library

UK/US tax advice, market analysis, cross-border financial planning, We're the Brits in America, Financial Planning

Oil Shocks, Dollar Moves and Private Debt: What Expats Should Watch Now

Geopolitical shocks, market volatility, and policy uncertainty can create a lot of noise for investors, especially those managing wealth across borders. For expats, the challenge...

UK/US tax advice, market analysis, investing, cross-border financial planning, We're the Brits in America, Financial Planning

Building a Post-Retirement Career: How Expats Can Start Crafting Their Portfolios

Traditional retirement is evolving. For many senior executives, stepping away from corporate life is not about slowing down; it is about redefining purpose and supporting...

5 important financial issues you need to consider if you are moving from the UK to the US

Once you’ve made the decision to move from the UK to the US, you’ll be faced with an enormous amount of organising and paperwork. For...

UK/US tax advice, market analysis, investing, cross-border financial planning, We're the Brits in America, Financial Planning

Self-Invested Personal Pensions and Inheritance Tax: Why UK Pensions Are Moving Inside the IHT Net and Why You Don’t Need to Panic

In an era of political turmoil, rapid technological change, and shifting tax rules, internationally minded investors, especially expats, face a landscape that feels more uncertain...

UK/US tax advice, market analysis, investing, cross-border financial planning, We're the Brits in America, Financial Planning

The Green Card Exit Guide: How to Avoid Surprise Taxes When Moving Away From America

Failing to formally surrender a green card can have serious consequences, including triggering expatriation rules, a potential exit tax, and even long-term inheritance tax implications...

5 ways you can be your own worst enemy when it comes to investing

If you were challenged to write down the biggest threats to your investment success – be it through your 401(k), retirement fund, or other investments...

UK/US tax advice, market analysis, investing, cross-border financial planning, We're the Brits in America, Financial Planning

Why Gold Is Soaring and the US Dollar Is Losing Its Grip: Decoding Today’s Financial Growth Trends

Gold is reclaiming its spotlight. Prices have leapt sharply, and demand is spilling beyond financial instruments into tangible bullion. Global politics, currency swings, and market...

UK/US tax advice, market analysis, investing, cross-border financial planning, We're the Brits in America, Financial Planning

UK Pension and Inheritance Tax: What Legislative Changes in 2027 Mean for British-Connected Expats Abroad

Changes are coming to UK inheritance tax legislation. From April 2027, many expats with UK Self-Invested Personal Pensions (SIPPs) could face a 40% UK inheritance...

Why understanding volatility is crucial for you to enjoy investment success

The Chinese proverb – “may you live in interesting times” – has often been seen as a curse rather than a blessing. Given the current...