93. Plan First, Invest Second: How Globally Mobile Brits Actually Retire Well
About this episode
The episode discusses the complexities British expats face when considering repatriation to the UK, including financial planning and cultural differences.
For many British expats in America, the idea of moving back to the UK can start as a distant possibility, then quickly become a serious life decision. But repatriation is rarely simple, especially when your wealth, tax position, pensions and long-term plans are split across two countries. In this From the Trenches episode of Expat Wealth, Richard Taylor, Chartered Financial Planner and founder of Plan First Wealth, and business partner James Boyle are joined by guest Miles Sharp of Fawley Wealth to discuss why more Brits in America are thinking about returning home and what they need to understand before making the move. Together, they explore the emotional pull of the UK, the changing political and financial climate in the US, and why expat life is often more changeable than people expect. Richard, James and Miles discuss why many people arrive in America thinking they will only stay for a few years, only to find themselves decades later with UK pensions, ISAs, US retirement accounts, green cards, property and tax obligations that now need careful cross-border planning. The conversation also looks at some of the biggest financial planning risks facing British expats and…
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