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

Richard Taylor
Cross-Border Taxation
Investment Strategies
Retirement Planning
UK Pensions
Pension Commencement Lump Sum
Financial Planning
Inheritance Tax
Cross-Border Financial Planning
Plan First Wealth
Expatriate Financial Planning
Estate Planning
Us-Uk Tax Treaty
Exit Tax
Market Volatility
United States
Tax Residency
Tax Planning
Expat Experience
American Dream
USA

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

PublishesWeeklyEpisodes100Founded3 years ago
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Artwork for Expat Wealth

Latest Episodes

Most UK-US cross-border tax advisors fall into one of two camps: UK-based specialists who understand British and US tax intimately but charge eye-watering fees, or US-based CPAs who know their side of the Atlantic but have insufficient grasp of the U... more

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Richard and Brian are back for this week’s episode of Macro Aggressions. This episode breaks down the "Russian doll" problem sitting inside mega-cap tech earnings, why portfolio diversification may matter more now than it has in fifteen years, and wh... more

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Once you turn 65, you have roughly a 50/50 chance of needing extended care at some point. This episode breaks down what long term care insurance actually covers, what it costs, and how to structure it properly, especially for expats who may end up us... more

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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-ter... more

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Recent Guests

Toni Sculthorpe
US-UK Cross-Border Tax Advisor based in the US
Avante Tax
Episode: 96. FBAR, PFICs & Penalty Stacking: The Real Cost of Getting US Tax Wrong as a Brit
Miles Sharp
Founder/CEO of Fawley Wealth
Fawley Wealth
Episode: 93. Plan First, Invest Second: How Globally Mobile Brits Actually Retire Well
Sally Hawkins
Tax Partner at Gunnar Cook
Gunnar Cook
Episode: 92. PFICs, State Taxes and Costly Mistakes for Americans Moving to Britain
John McNertney
Founder of Green Ocean Global Advisors, cross-border wealth advisor
Green Ocean Global Advisors
Episode: 90. Golden Visa or Regular Visa? Getting Real About Moving to Portugal
Zeev Fisher
Founder of Fresh Legal Group, international tax attorney
Fresh Legal Group
Episode: 88. Portugal for American Expats: Golden Visas, Tax Traps and Big Rule Changes
Marko Peck
Co-hosted guest with experience in citizenship by investment
Unclear from transcript
Episode: 86. US Citizenship Abroad: The Hidden Costs and Why Some Expats Walk Away
Dan Brotman
Global mobility specialist, holder of four passports
Independent / Plan First Wealth partner
Episode: 84. How to Get a Second Passport: Citizenship, Residency and Why Timing Matters
David Gershel
International tax and private client attorney
Berkowitz, Trager & Trager
Episode: 83. Moving to America: Avoid These Costly US Tax Mistakes with Pre-Immigration Planning
Christine Alexis Concepcion
Managing partner at Concepcion Global PLLC
Concepcion Global PLLC
Episode: 81. Moving to Europe as an American: The Tax Mistakes That Can Cost You Dearly

Host

Richard Taylor
Host of Expat Wealth; Chartered Financial Planner; dual UK/US citizen with international experience in UK, UAE, and US.

Reviews

4.5 out of 5 stars from 24 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 Kingdoma year 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 States2 years 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 States2 years 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.

Guests are high-caliber professionals delivering valuable insights for expats.
Listeners praise clear explanations of complex cross-border tax issues.
The show is a practical, friendly guide to expat finances with relatable guests.

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Talking Points

Recent interactions between the hosts and their guests.

95. Markets, Globalisation and Diversification: Are Investors Looking in the Wrong Place?
Q: What is the main investing takeaway from the discussion?
Diversify across asset classes, regions, and factors to avoid overexposure to a few mega-cap names, and consider international opportunities as the US market cycles, while staying mindful of evolving accounting practices and private company leverage.
92. PFICs, State Taxes and Costly Mistakes for Americans Moving to Britain
Q: What is the core risk for Americans moving to the UK with US-based investments and dual tax obligations?
The main risk is that US citizens retain tax residency in the US for worldwide income, which triggers US taxes on all income and investments abroad, while the UK taxes may also apply; without proper planning, individuals face double taxation, complex reporting like PFICs, and potential penalties for noncompliance.
90. Golden Visa or Regular Visa? Getting Real About Moving to Portugal
Q: Are most Americans using the Golden Visa, or do they pursue standard residence visas first?
John explains that he prefers working with clients who pursue the standard residence visa first (D7 or similar) and only then consider the Golden Visa if it fits their exact profile, because the Golden Visa is expensive and not always the best fit for the majority.
79. Demats, PFICs and Provident Funds: What Indians Moving to America Need to Know
Q: Is there a simple way to handle pensions and provident funds from India once you're in the US, or does it mostly depend on the status of the fund (active vs. closed) and the person's residency?
It depends on whether the fund is still actively contributed to (EPF) or a fund like the PPF with no ongoing contributions. Such accounts are reportable under FATCA/FBAR; PPF is not equal to Social Security and must be treated as a retirement account, while EPF depends on ongoing status and residency. The key is to understand if the plan is defined benefit or defined contribution and how it is reported, along with potential implications if you stop contributing after relocating.
79. Demats, PFICs and Provident Funds: What Indians Moving to America Need to Know
Q: So Indians in America, what are the most common Indian financial assets, tools, accounts that you see cropping up and how should they be treated?
Common assets include bank accounts (including non-resident Indian accounts), DMAT accounts holding mutual funds and ETFs, employer and public provident funds, and insurance policies such as ULIPs. Each asset has specific US reporting implications (FATCA/FBAR, PFIC considerations for DMAT holdings, and potential unwind costs for insurance). The guest stresses proper classification, timely reporting, and considering PFIC elections or mark-to-market treatment, with strong emphasis on planning before or early in US residency to avoid non-compliance and punitive taxation.

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Frequently Asked Questions About Expat Wealth

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

Expat Wealth consistently covers cross-border financial planning for US-connected expats and Americans abroad, with a strong focus on taxes, pensions, inheritance, estate planning, and international investments. Episodes frequently feature tax attorneys, financial advisors, immigration experts, and estate planners who unpack complex cross-border rules, treaty implications, and practical strategies to protect wealth. Notable strengths include accessible explanations of intricate regimes (UK-US tax, pensions, PFICs) and a recurring emphasis on seeking professional guidance to avoid costly landmines, making it valuable for high-earning expats, advisors serving them, and sponsors targeting financially engaged, globally mobile audiences.

A stan... more

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Which podcasts are similar to Expat Wealth?

These podcasts share a similar audience with Expat Wealth:

1. The Interview
2. The Daily
3. The Opinions
4. The Headlines
5. The Ezra Klein Show

How many episodes of Expat Wealth are there?

Expat Wealth launched 3 years ago and published 100 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. Toni Sculthorpe
2. Miles Sharp
3. Sally Hawkins
4. John McNertney
5. Zeev Fisher
6. Marko Peck
7. Dan Brotman
8. David Gershel

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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