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BONUS: UK Pensions as a US resident (from PFW & Friends)

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Manage episode 400948872 series 3494874
Kandungan disediakan oleh Plan First Wealth. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Plan First Wealth atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this bonus episode, taken from the Plan First Wealth & Friends series, Richard Taylor is joined by Richard Bradstock to examine the complexities of cross-border financial management for expats. Richard shares insights on the property market's current trends, noting the investment prospects amid changing interest rates and market dynamics. The discussion includes a look at:

  • The latest developments in property markets, particularly focusing on Berlin's market dynamics and investment opportunities
  • The importance of proper financial and tax planning for expatriates
  • The complexities of transatlantic financial management
  • The significance of staying compliant with tax obligations

Always an Expat is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas.

  continue reading

28 episod

Artwork
iconKongsi
 
Manage episode 400948872 series 3494874
Kandungan disediakan oleh Plan First Wealth. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Plan First Wealth atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this bonus episode, taken from the Plan First Wealth & Friends series, Richard Taylor is joined by Richard Bradstock to examine the complexities of cross-border financial management for expats. Richard shares insights on the property market's current trends, noting the investment prospects amid changing interest rates and market dynamics. The discussion includes a look at:

  • The latest developments in property markets, particularly focusing on Berlin's market dynamics and investment opportunities
  • The importance of proper financial and tax planning for expatriates
  • The complexities of transatlantic financial management
  • The significance of staying compliant with tax obligations

Always an Expat is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas.

  continue reading

28 episod

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