James Rayburn 10/1/25 James Rayburn 10/1/25

Financial Advisor for US Expats

Find the ideal financial advisor for US expats. This practical guide helps you navigate your options and make informed financial decisions.

James Rayburn 9/26/25 James Rayburn 9/26/25

Expat IRAs: How to Prevent Brokerage Account Closures

Understand why IRA accounts are frozen or restricted for US expats overseas and how you can plan accordingly.

James Rayburn 9/22/25 James Rayburn 9/22/25

The US-UK Pension Tax Treaty

Explore the US-UK Pension Tax Treaty and discover how it affects expats. Get essential insights to navigate your tax obligations effectively.

James Rayburn 9/12/25 James Rayburn 9/12/25

Understanding the US Exit Tax for Expats: How It Works and Impacts You

Discover key insights into the 2025 UK Inheritance Tax reforms and how they impact your estate planning. Read on to stay informed and prepared.

James Rayburn 9/8/25 James Rayburn 9/8/25

International Pension Plans | Everything You Need to Know

Explore the key benefits and considerations of international pension plans to make informed decisions for your financial future. Read more to gain insights.

James Rayburn 9/5/25 James Rayburn 9/5/25

PFICs Explained for US Expats: The Costly Tax Trap in Foreign Funds

Navigate PFIC tax rules with clarity. Discover essential insights to manage your tax obligations effectively. Read the article for practical guidance.

Jack Camille 8/22/25 Jack Camille 8/22/25

UK Pensions For US Residents | Avoiding Double Taxation

Learn how UK pensions are treated under the UK–U.S. tax treaty and explore strategies to mitigate taxation and optimise retirement income for U.S. residents.

James Rayburn 8/22/25 James Rayburn 8/22/25

2025 UK Inheritance Tax Reforms: What British Expats Need to Know

Discover key insights into the 2025 UK Inheritance Tax reforms and how they impact your estate planning. Read on to stay informed and prepared.

Jack Camille 8/7/25 Jack Camille 8/7/25

A Guide to the S1 Form in France

This comprehensive guide will cover the S1 form – an important document for many seeking to establish their lives in France – outlining its purpose, eligibility, application process, and significant advantages, particularly for those arriving from the UK.

James Rayburn 8/5/25 James Rayburn 8/5/25

Expat Frozen IRA Accounts | Your Options

If you're a U.S. expat living overseas, you may be surprised to learn that your IRA account could be considered 'frozen' by your brokerage firm. This article explores what frozen IRA accounts really mean for expats, why it happens, and what you can do about it.

James Rayburn 7/30/25 James Rayburn 7/30/25

Bespoke Financial Advice For UK Citizens In The US

This article outlines the key areas of financial planning that British expats encounter during their stay in the United States, whether temporarily for work or permanently during retirement.