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Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad

Richard Taylor
Investment Strategies
Market Volatility
Plan First Wealth
American Dream
USA
Expat Experience
Financial Markets
UK Tax Changes
Tax Residency
Statutory Residence Test
Tax Compliance
Expatriate Financial Planning
S&P 500
Cross-Border Taxation
Exit Tax
US Market Correction
Pfics
HMRC Compliance
Us-Uk Double Tax Treaty
Foreign Income and Gain Regime

With the right financial advice, landmines that threaten expat wealth can be avoided. Often encountered by US-connected expats, these financial landmines are more numerous, more hazardous, and less understood than almost anywhere else in the world. As a result, non-cross border professionals, wealth advisors, and even international advisors are often unaware of them. But don’t worry, Expat Wealth ... more

PublishesWeeklyEpisodes79Founded3 years ago
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Artwork for Expat Wealth

Latest Episodes

Failing to formally surrender a green card can have serious consequences, including triggering expatriation rules, a potential exit tax, and even long-term inheritance tax implications for US heirs. While most people know that renouncing US citizensh... more

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Gold is reclaiming its spotlight. Prices have leapt sharply, and demand is spilling beyond financial instruments into tangible bullion. Global politics, currency swings, and market volatility are colliding in a mix that feels both chaotic and strange... more

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Changes are coming to UK inheritance tax legislation. From April 2027, many expats with UK Self-Invested Personal Pensions (SIPPs) could face a 40% UK inheritance tax hit on pension values above the £325,000 nil-rate band, but the way the new rules a... more

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For expats, financial mistakes are not usually the result of bad decisions; they stem from incomplete information in an incredibly complex system. Different professionals can interpret the same treaty differently, and multiple defensible positions ca... more

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Recent Guests

Tobias Gleed-Owen
Senior Associate in the Cambridge Office of Birkets, advising international families on cross-border private client matters
Birkets
Episode: 73. UK Pension and Inheritance Tax: What Legislative Changes in 2027 Mean for British-Connected Expats Abroad
Chris Hall
International Income Tax and Social Security Specialist at PKF O'Connor Davies
PKF O'Connor Davies
Episode: 69. Retiring Abroad: Will Your UK Tax-Free Lump Sum Be Taxed in the US?
Brett Andrews
Co-founder of Expatsi, helping Americans move abroad.
Expatsi
Episode: 67. For Americans Considering a Move Outside the US: Guidance to Become an Expatriate from America | Move to Europe with Brett Andrews
Paula Jones
Principal and founder of Jones Estate Group, specializing in cross-border estate planning.
Jones Estate Group
Episode: 65. Navigating Estate Planning: How Expats Can Avoid Unexpected Taxes | Moving to Europe with Paula Jones
Katelynn Minott
CPA and CEO of Bright Tax, specializing in US taxation for expatriates
Bright Tax
Episode: 64. Investing from Abroad: How Americans Should Protect Their Assets from Overseas | Move to Europe with Katelynn Minott
Alex Ingrim
President and Co-Founder of Liberty Atlantic Advisors
Liberty Atlantic Advisors
Episode: 63. What Americans Need to Know Before Starting a New Life Abroad: Diving Deep into the Factors Americans Often Overlook | Move to Europe with Alex Ingrim and David Cantor
David Cantor
Founder of Relocate, an immigration attorney
Relocate
Episode: 63. What Americans Need to Know Before Starting a New Life Abroad: Diving Deep into the Factors Americans Often Overlook | Move to Europe with Alex Ingrim and David Cantor
Mark Maurer
President and CEO of LLIS
LLIS
Episode: 61. Annuities and Insurance: How British Expats Can Protect Themselves | Ask An Expert with Mark Maurer
Allan Rooney
Expat Scottish lawyer and founder of Rooney Law, specializing in cross-border legal matters, particularly for businesses entering the US market.
Rooney Law
Episode: 57. How To Successfully Expand Your Business Into The US: Avoid The Pitfalls And Take Full Advantage Of This Enormous Market | Ask An Expert with Allan Rooney

Host

Richard Taylor
Host of Expat Wealth and a dual UK/US citizen with extensive experience in financial planning for expatriates. He offers insights based on his international background and understanding of cross-border financial challenges, having established a firm dedicated to expat financial needs.

Reviews

4.6 out of 5 stars from 22 ratings
  • Helpful, informative, and well thought through- 5 stars

    Richard helps UK nationals navigate the complex world of UK/US cross border financial planning, with humour, knowledge, experience, and insight. Well worth your time.

    Apple Podcasts
    5
    Interested listener 2025
    United Kingdom9 months ago
  • Excellent Resource

    Definitely worthwhile listening to the various blogs… do go back to the old blogs as well as they continue to remain relevant. Excellent source of valuable info. Many thanks for what you do!

    Apple Podcasts
    5
    jsluvslondon
    United Statesa year ago
  • A fantastic resource for US newcomers!

    As a Brit who recently moved to the US, to say the least, I was totally overwhelmed by the intricacies of cross border finances in America.

    This podcast has been absolutely invaluable in learning the ropes: Richard and the team are able to explain complex issues simply and concisely. All while keeping the conversation entertaining and relatable.

    Keep up the great work!

    Apple Podcasts
    5
    CharlieETurner
    United Statesa year ago
  • Get Involved - you won’t regret it!

    Just found this podcast and wasn’t sure what to expect, but so glad I did, because it was such an honest conversation which made me think about expats the whole expat experience in a way I hadn’t previously. I also liiked Richard’s interview style and Serra made for a great guest. I’ll be coming back to catch the rest of the series - thanks

    Apple Podcasts
    5
    KeysTRK
    United Kingdom3 years ago
  • A must-listen for expats

    This show is a must listen for expats everywhere. Each episode feels like a warm embrace from home. The host brings captivating stories of adventures and challenges that resonate. Highly recommended!

    Apple Podcasts
    5
    RachelAls
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many highlight the wealth of expert insights provided through guest interviews, which enrich the content and help them better navigate their financial situations as expats.
Listeners praise the show for its clear and concise explanations of complex financial issues faced by expatriates.
The overall sentiment is that the podcast is an invaluable resource for those looking to avoid financial pitfalls associated with living abroad.
The humor and relatability of discussions make it an engaging listen while remaining informative.

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Talking Points

Recent interactions between the hosts and their guests.

73. UK Pension and Inheritance Tax: What Legislative Changes in 2027 Mean for British-Connected Expats Abroad
Q: What do I do? How do I protect my pension from inheritance tax?
Consult with tax advisors and ensure that your pension investments are structured properly to avoid UK inheritance tax.
55. Statutes of Limitations & Tax Compliance: Are You Really Ready to File? | Ask An Expert with Virginia La Torre Jeker
Q: What should someone do if they realize they haven't filed necessary forms in the past?
They can utilize IRS procedures to address the issue without penalties, such as the Streamline program or reasonable cause statements.
55. Statutes of Limitations & Tax Compliance: Are You Really Ready to File? | Ask An Expert with Virginia La Torre Jeker
Q: What happens if foreign information returns are not filed?
The IRS retains the right to audit indefinitely for unfiled returns, impacting the entire tax return.
56. Losing Someone is Hard and Navigating Cross-Border Inheritance Taxes Doesn’t Have to Be: How to Avoid Costly Mistakes | From The Trenches with James Boyle
Q: What are the tax reporting requirements for a dual citizen sending their child to college in the UK?
As a dual citizen, they must adhere to the same US tax reporting requirements, including filing for earned income over a low threshold and reporting foreign accounts.
45. Leaving the USA: Relinquishing Green Card / Renouncing US Citizenship - Beware The Exit Tax | Ask an Expert with Virginia La Torre Jeker, J.D.
Q: Can you give up a green card before you actually exit the US?
No, you have to give it up outside of the US; doing it before exiting would make you illegal in the US.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Expat Wealth

What is Expat Wealth about and what kind of topics does it cover?

Offering financial insights tailored to the unique challenges faced by US-connected expatriates and immigrants, the content focuses on critical areas such as tax compliance, investment strategies, and estate planning. Host Richard Taylor, a dual UK/US citizen and Chartered Financial Planner, brings a wealth of knowledge from his global experience, helping listeners navigate the often complex financial landscape pertaining to international living. Each episode features expert interviews, discussions on economic trends, and practical advice aimed at enhancing financial security for those living abroad or moving to the US. Notably, the podcast emphasizes the avoidance of common financial pitfalls that expats encounter, aiming to empower them w... more

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Which podcasts are similar to Expat Wealth?

These podcasts share a similar audience with Expat Wealth:

1. The Long View
2. The Opinions
3. The Daily

How many episodes of Expat Wealth are there?

Expat Wealth launched 3 years ago and published 79 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Expat Wealth?

Recent guests on Expat Wealth include:

1. Tobias Gleed-Owen
2. Chris Hall
3. Brett Andrews
4. Paula Jones
5. Katelynn Minott
6. Alex Ingrim
7. David Cantor
8. Mark Maurer

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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