UK Expats

For many UK expats living in the United States, pensions are often left unchanged after the move. In some cases, this is intentional. In others, it is simply because pensions…

For many years, unused pension funds have usually sat outside a person’s estate for UK Inheritance Tax (IHT) purposes. That treatment will change for deaths on or after April 6,…

Relocating to the United States often comes with a significant amount of cash held in GBP, whether from savings, bonuses, or the sale of UK assets. Once the move is…

Cross-border financial problems are not always caused by one major mistake. More often, they develop gradually when accounts, investments, pensions, tax obligations and estate arrangements are considered separately rather than…

If you have built up investments while living in the United States, returning to the UK raises an obvious question: what happens to those assets once you leave? While much…

If you own property in the UK but now live in the United States, selling that property is rarely just a straightforward transaction. What might seem like a simple sale…

For UK expats living in the United States, currency risk is often overlooked until it becomes visible in portfolio performance or income planning. When assets, income, or liabilities span both…

For UK professionals now living in the United States, the early stages of the move are often focused on logistics such as visas, housing, employment, and schooling. Financial decisions, however,…

It is common for individuals living in the US with UK and US investments to accumulate assets across both countries. Over time, those assets are often left where they were…