7 Tax Nightmares That Cost British Expats Money in the US

For many British expats in the US, tax and financial planning can feel like navigating a minefield. Similar terminology hides very different rules, and what worked in the UK can cause unexpected tax bills, penalties, or missed opportunities in the US.

This webinar is designed to help you spot and avoid seven of the most common (and costly) tax pitfalls we see for British expats. You will learn how UK pensions, property, investments, and estate plans are treated by both HMRC and the IRS, and what you can do to protect yourself and your family.

 

Who should attend?

This webinar is ideal for:

  • British expats currently living in the US or planning to move there
  • Anyone with UK pensions, ISAs, or investment accounts alongside US accounts
  • British expats who own, or plan to sell, UK property, while they are taxable in the US
  • Individuals confused by the US/UK Tax Treaty or worried about being taxed twice
  • Expats unsure about how US federal, state, and UK tax rules interact
  • Families who want to avoid estate and inheritance tax traps.

 

What will you learn?

This webinar lifts the lid on seven tax problems that regularly wrongfoot British expats in the US. We’ll look at how reporting errors can create unexpected bills, why cross-border rules aren’t always applied correctly, and how certain UK investments become far more complicated once you’re living in the US.

You’ll also hear how state taxes, overseas property sales, and outdated planning can create issues that people rarely see coming. Finally, we’ll touch on the valuable opportunities many expats miss after moving and how the right approach can help you stay ahead.

 

Have questions?

We’ll wrap up with a Q&A session, so bring your questions for live answers from our cross-border planning team.

 

When and Where:

Wednesday 28 January 2026

12:00PM Eastern Time (US)

 

Spaces are limited. Register now to secure your place and take a confident step toward better financial clarity across borders.