Expat Financial Advice Articles

Our team regularly puts together blog posts about the current market situation or relevant topics.

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We work efficiently for our clients, adding value wherever we can by being pro-active, and making the most of our expertise by recognising and utilising the simplest, most effective financial planning solutions..

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UK Pension rollover into 401K or IRA

Posted by Cedric Bernier | May 12, 2023

UK Pension rollover into 401K or IRA?

If you are researching UK Pension rollover into 401K or IRA, you may be wondering what are the main US and UK work based retirement plans? If you live in

Can American Expats keep an old address on their US brokerage accounts?

Posted by Cedric Bernier | Mar 13, 2023

Can American Expats keep an old address on their US brokerage accounts?

Americans living abroad have been told by their banks or brokerage firms that their accounts have been restricted or need to be closed. It is a really stressful situation that

Tax season for American Expats

Posted by Cedric Bernier | Jan 26, 2023

Tax season for American Expats 2023 changes, what you need to know.

Do you know how taxes impact your retirement plan? Everyone knows that in life there are a few things that you can’t avoid and one of them is paying taxes.

Holistic Financial planning for UK Expats in the USA

Posted by Cedric Bernier | Sep 26, 2022

Holistic Financial planning for UK Expats in the USA

Looking for Holistic Financial planning for UK Expats in the USA? Are you a UK expat living in the USA permanently? Do you still have a pension from a previous

Low cost investing for American Expats living Abroad

Posted by Cedric Bernier | Sep 05, 2022

Low Cost Investing for American Expats Living Abroad

Are you looking for a Low-Cost Investment Portfolio as a US Expat living abroad? As an expat you might be wondering if there are low-cost investments available to you while

How to invest as a US expat living in the UK

Posted by Cedric Bernier | Jul 11, 2022

How to invest as a US expat living in the UK

US citizens living in the UK can find it hard to invest in a local bank or investment firm. It can make it difficult for American Expats to find good

Saving and Investment options for US Citizens Expats

Posted by Cedric Bernier | Jun 09, 2022

Saving and Investment Options for US Citizens Expats

Looking for Saving and Investment options for US Citizens Expats? American Expats living around the world can find it difficult to invest their funds with local banks and investment firms.

IRAs for US Non-Residents - Account being Closed

Posted by Jack Camille - ACSI | Mar 30, 2022

IRAs for US Non-Residents – Account being Closed

IRAs for US Non-Residents – Account being Closed. An Individual Retirement Account (IRA) is a US tax advantaged account that allows you to save for retirement. IRAs can be opened

Is UK Pension Plan Income Taxable in US?

Posted by Jack Camille - ACSI | Mar 01, 2022

Is the UK 25% PCLS tax free in the US?

Is the UK 25% PCLS tax free in the US? When pension benefits are built up in the UK, HMRC allow you to take 25% of the value as a

Is UK Pension Plan Income Taxable in US?

Posted by Ryan Frost | Feb 03, 2022

Is UK Pension Plan Income Taxable in the US?

Is UK Pension Plan Income Taxable in the US? In short, yes. Irrelevant of how the UK views these personal pension payments, the IRS will be collecting tax on any

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