(Nearly) Every Wednesday, Richard Taylor and James Boyle of Plan First Wealth go live across multiple platforms with a friend, colleague or contact who has something of value and/or interest to share with our community of British expatriates (and future british expatriates) living across America.
If you think you have something of value/interest to share with our constituency of British expatriates in America, please apply to be featured:
https://planfirstwealth.com/live-wednesdays/
Disclosures: Plan First Wealth LLC is a registered investment adviser. The opinions and videos on this platform are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Before considering acting on anything you see in these videos, first consult with your tax, legal or investment advisor. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.
UK Pensions as US Resident Discussion (+ Int Property Update) - PFW & Friends - January 2024
UK Pensions as a US Resident discussion, plus international property update from Richard Bradstock.
Be sure to join our private Facebook Group, WealthHub US/UK, if you would like to put questions to us before the next one. https://www.facebook.com/groups/planfirstwealthhub/
If you think you have something of value/interest to share with our constituency of British expatriates in America, please apply to be featured:
https://planfirstwealth.com/live-wednesdays/
Disclosures: Plan First Wealth LLC is a registered investment adviser. The opinions and videos on this platform are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Before considering acting on anything you see in these videos, first consult with your tax, legal or investment advisor. Investing involves risk and possible loss of principal capital.
14 Sept 2023
9. Q&A w/Tax Adviser - Simon Misiewicz - 09/13/2023
PFW & Friends - Simon Misiewicz - Q&A with US/UK Cross-Border Tax Adviser & Financial Planner
On Wednesday, September 9th 2023, we were joined by friend of PFW, Simon Misiewicz of Optimise Accountants Ltd for our regular monthly installment of LIVE Q&A with US/UK Cross-Border Tax Adviser & Financial Planner.
Be sure to join our private Facebook Group, WealthHub US/UK, if you would like to put questions to us before the next one. https://www.facebook.com/groups/planfirstwealthhub/
If you think you have something of value/interest to share with our constituency of British expatriates in America, please apply to be featured:
https://planfirstwealth.com/live-wednesdays/
Disclosures: Plan First Wealth LLC is a registered investment adviser. The opinions and videos on this platform are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Before considering acting on anything you see in these videos, first consult with your tax, legal or investment advisor. Investing involves risk and possible loss of principal capital.
PFW & Friends - Cross-Border Planning & Education - Kath Derisson
On Wednesday, August 23th 2023 we were joined by Kath Derisson of Fyvie Financial.
If you think you have something of value/interest to share with our constituency of British expatriates in America, please apply to be featured:
https://planfirstwealth.com/live-wednesdays/
Disclosures: Plan First Wealth LLC is a registered investment adviser. The opinions and videos on this platform are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Before considering acting on anything you see in these videos, first consult with your tax, legal or investment advisor. Investing involves risk and possible loss of principal capital.
17 Aug 2023
7. Foreign Exchange - David Nixon, Currencies Direct
PFW & Friends -Foreign Exchange - David Nixon
On Wednesday, August 16th 2023 we were joined by David Nixon of Currencies Direct.
David is a seasoned expert in foreign exchange and international payments.
Be sure to join our private Facebook Group, WealthHub US/UK, if you would like to put questions to us before the next one. https://www.facebook.com/groups/planfirstwealthhub/
If you think you have something of value/interest to share with our constituency of British expatriates in America, please apply to be featured:
https://planfirstwealth.com/live-wednesdays/
Disclosures: Plan First Wealth LLC is a registered investment adviser. The opinions and videos on this platform are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Before considering acting on anything you see in these videos, first consult with your tax, legal or investment advisor. Investing involves risk and possible loss of principal capital.
10 Aug 2023
6. Q&A w/Tax Adviser - Simon Misiewicz
PFW & Friends - Simon Misiewicz - Q&A with US/UK Cross-Border Tax Adviser & Financial Planner
On Wednesday, August 9th 2023, we were joined by friend of PFW, Simon Misiewicz of Optimise Accountants Ltd for our regular monthly installment of LIVE Q&A with US/UK Cross-Border Tax Adviser & Financial Planner.
Be sure to join our private Facebook Group, WealthHub US/UK, if you would like to put questions to us before the next one. https://www.facebook.com/groups/planfirstwealthhub/
If you think you have something of value/interest to share with our constituency of British expatriates in America, please apply to be featured:
https://planfirstwealth.com/live-wednesdays/
Disclosures: Plan First Wealth LLC is a registered investment adviser. The opinions and videos on this platform are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Before considering acting on anything you see in these videos, first consult with your tax, legal or investment advisor. Investing involves risk and possible loss of principal capital.
On Wednesday August 2nd 2023 we were joined by Blair Glencorse (https://www.linkedin.com/in/ACoAAACBfxkB9Wve-3GKDxN-pVmwPUL4ENyiHE8) & Nadia Naviwala (https://www.linkedin.com/in/ACoAAAOK1fkBX02FDlYP75kaxJrXnVmnI8tXOAc) of 'A Haven Away.' Blair and Nadia are a transatlantic couple based in DC who have found success developing a portfolio of short-term rental properties through their company A Haven Away. We discuss ideas around creative financing, tax strategies, management tools and much more for anyone thinking about a side-hustle, particularly in real estate.
DISCLOSURE: Plan First Wealth LLC is a registered investment adviser. The opinions and videos on this platform are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Before considering acting on anything you see in these videos, first consult with your tax, legal or investment advisor. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.
26 Jul 2023
4. US/UK Charitable Giving - Joe Crome & Jason Flynn
On Wednesday July 26th 2023 we were joined by friends of PFW Joe Crome and Jason Flynn of CAF American Donor Fund where we discussed US/UK cross-border chartiable giving in general and their specifc dual registered solution for dual taxpayers.
DISCLOSURE: Plan First Wealth LLC is a registered investment adviser. The opinions and videos on this platform are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Before considering acting on anything you see in these videos, first consult with your tax, legal or investment advisor. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.
19 Jul 2023
3. UK Property Investment - Richard Bradstock
On Wednesday July 19th, we were joined by friend of PFW Richard Bradstock (https://www.linkedin.com/in/ACoAAARKeIgBz6_jwyDnJrMecOKbUgYdCff0GRE), Managing Director of The Residential Property Advisory Group LLC where we'll discuss how British expats in the US can build a international portfolio of residential property as part of their wider investment strategy.
DISCLOSURE: Plan First Wealth LLC is a registered investment adviser. The opinions and videos on this platform are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Before considering acting on anything you see in these videos, first consult with your tax, legal or investment advisor. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.
12 Jul 2023
2. Q&A w/Tax Adviser - Simon Misiewicz
PFW & Friends - Simon Misiewicz - Q&A with US/UK Cross-Border Tax Adviser & Financial Planner
On Wednesday July 12th 2023, we were joined by friend of PFW, Simon Misiewicz of Optimise Accountants Ltd for our regular monthly installement of LIVE Q&A with US/UK Cross-Border Tax Adviser & Financial Planner.
Be sure to join our private Facebook Group, WealthHub US/UK, if you would like to put questions to us before the next one. https://www.facebook.com/groups/planfirstwealthhub/
If you think you have something of value/interest to share with our constituency of British expatriates in America, please apply to be featured:
https://planfirstwealth.com/live-wednesdays/
Disclosures: Plan First Wealth LLC is a registered investment adviser. The opinions and videos on this platform are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Before considering acting on anything you see in these videos, first consult with your tax, legal or investment advisor. Investing involves risk and possible loss of principal capital.
7 Jul 2023
1. Financial Planning for Expats on a Visa - Jane Mepham
On Wednesday July 5th 2023, we were joined by friend of PFW Jane Mepham, CFP® a fellow expat/immigrant financial planner where we learned how Jane found herself doing what she does in the US and how she helps immigrants on a visa to make the most of their opportunity whilst avoiding the many pitfalls.
If you think you have something of value/interest to share with our constituency of British expatriates in America, please apply to be featured:
https://planfirstwealth.com/live-wednesdays/
Disclosures: Plan First Wealth LLC is a registered investment adviser. The opinions and videos on this platform are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Before considering acting on anything you see in these videos, first consult with your tax, legal or investment advisor. Investing involves risk and possible loss of principal capital.
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