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We're The Brits In America

We're The Brits In America

By: Richard Taylor
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 A podcast dedicated to helping ambitious expatriates and first generation immigrants thrive in America. 𝗪𝗲'𝗿𝗲 𝗧𝗵𝗲 𝗕𝗿𝗶𝘁𝘀 𝗜𝗻 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 is brought to you by Plan First Wealth, a lifestyle financial planning and cross-border wealth management firm helping successful American and international families make the most of their opportunity.Being an immigrant to America should be a wonderful, life-changing opportunity. But it can also be extremely challenging, accompanied by some unique and idiosyncratic rules and regulations.Our mission & purpose is to help fellow expats and immigrants thrive in America.We believe that this can be achieved, in large part, by avoiding the expat landmines that can trip them up and by taking advantage of all available opportunities. 𝗪𝗲'𝗿𝗲 𝗧𝗵𝗲 𝗕𝗿𝗶𝘁𝘀 𝗜𝗻 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 consists of 3 different show formats:𝘼𝙨𝙠 𝘼𝙣 𝙀𝙭𝙥𝙚𝙧𝙩 will tap into host Richard Taylor's network and bring subject matter experts - professionals in the cross-border advisory space - on to highlight some of the challenges and also opportunities that accompany being an expatriate in the US.𝙁𝙧𝙤𝙢 𝙏𝙝𝙚 𝙏𝙧𝙚𝙣𝙘𝙝𝙚𝙨 where Richard and colleague James Boyle will bring you their take on what's going on in the world, in their business and in their lives. 𝘼𝙡𝙬𝙖𝙮𝙨 𝘼𝙣 𝙀𝙭𝙥𝙖𝙩 is a show where we bring in an interesting expat to talk about their experience moving to and living in America. We're The Brits In America 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. The 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.© 2025 We're The Brits In America Economics Leadership Management & Leadership Personal Finance Politics & Government
Episodes
  • 67. For Americans Considering a Move Outside the US: Guidance to Become an Expatriate from America | Move to Europe with Brett Andrews

    67. For Americans Considering a Move Outside the US: Guidance to Become an Expatriate from America | Move to Europe with Brett Andrews
    Dec 31 2025
    Moving abroad isn’t exclusive to retirees and 25-year-olds; many Americans from all walks of life are considering leaving the United States. Richer culture, affordable healthcare, and a higher quality of life are among the key reasons Americans are moving to Europe. In the current climate, expats need to choose a country that suits their lifestyle and financial goals. In this episode of We’re The Brits In America, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – decodes the migration process with Brett Andrews – Co-founder of Expatsi. Acquiring European residency can be confusing, but some countries offer multiple pathways, including student, digital nomad, and retirement visas. Many of these options depend on the applicant’s financial stability, raising an important question: how are American expats preparing and positioning themselves for their big move? Richard and Brett unpack: The lifestyle differences between the US and Europe. The requirements and benefits of various visa pathways. Solutions to the most common barriers Americans face when relocating. How to navigate the emotional and logistical challenges of moving abroad. More about We’re The Brits In America: 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, We're The Brits In America has you covered. We're The Brits In America is dedicated to helping ambitious US-connected expats and immigrants navigate those challenges — and thrive. Whether you’ve moved to the US for opportunity, or are an American seeking adventure and growth abroad, our job is to equip you with the tools and insights you need to succeed. Visit planfirstwealth.com to learn more about our services and connect with Richard Taylor on LinkedIn. -- We're The Brits In America 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.
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    52 mins
  • 66. Lower Taxes and Better Wine: Feel Confident About Your Decision to Move Abroad and Avoid Double Taxation | Move to Europe with Brian Dunhill

    66. Lower Taxes and Better Wine: Feel Confident About Your Decision to Move Abroad and Avoid Double Taxation | Move to Europe with Brian Dunhill
    Dec 24 2025
    Is it possible for American expats to build reliable, diversified financial portfolios when moving to Europe? Yes, but Americans living abroad, particularly in Europe, need to know how to navigate complex tax rules, currency considerations, and international regulations to avoid being caught off guard by sudden economic or policy changes. This episodes of We’re The Brits in America helps US citizens avoid and/or mitigate double taxation when relocating to France and other European countries by reviewing the potential pitfalls. Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by Brian Dunhill – Founder of Dunhill Financial – to explore the financial benefits of moving to Europe for Americans, and how to protect financial assets from double taxation and unclear tax laws. Financial preparation allows expats to enjoy the food, culture, and lifestyle of their new home without unnecessary stress. In this episode of We’re The Brits In America, Richard and Brian take a detailed look at: How living in countries like France can result in lower taxes than in many US states. The impact of currency fluctuations on investment portfolios and strategies to mitigate these risks. The importance of pre-arrival financial planning to avoid tax pitfalls, and how advisory services can help navigate cross-border investments. The pitfalls associated with Passive Foreign Investment Companies (PFICs) and the significant tax reporting challenges they pose. More about We’re The Brits In America: 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, We're The Brits In America has you covered. We're The Brits In America is dedicated to helping ambitious US connected expats and immigrants navigate those challenges — and thrive. Whether you’ve moved to the US for opportunity, or are an American seeking adventure and growth abroad, our job is to equip you with the tools and insights you need to succeed. Visit planfirstwealth.com to learn more about our services and connect with Richard Taylor on LinkedIn. -- We're The Brits In America 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.
    Show More Show Less
    42 mins
  • 65. Navigating Estate Planning: How Expats Can Avoid Unexpected Taxes | Moving to Europe with Paula Jones

    65. Navigating Estate Planning: How Expats Can Avoid Unexpected Taxes | Moving to Europe with Paula Jones
    Dec 17 2025
    What happens if you unexpectedly inherit money from a loved one while living abroad, especially when there’s no formal estate plan in place? As an American expat, both international and US tax laws can take a significant portion of your inheritance. Losing someone is hard enough, and navigating cross-border inheritance shouldn’t make it harder. Expats should review their estate plans and those of their loved ones before moving internationally and consider how their new country of residence will interact with global regulations because US citizens and green card holders are taxed on their worldwide income and estate, even when living abroad. In this episode of We’re The Brits In America, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – speaks to Paula Jones – founder of Jones Estate Group, Inc – to talk about the pitfalls of estate planning as an American abroad. Richard and Paula discuss: · The intricacies of working globally and the decision-making process involved in potentially claiming residency in another country, like France or Portugal. · Principles around setting up estate plans both domestically and internationally, focusing on avoiding pitfalls such as adverse tax consequences. · The severity of exit taxes for expatriates and green card holders. · How international estate planning can intersect with tax obligations in both the US and prospective European countries. · The importance of cross-border estate planning and tax professionals to avoid costly DIY mistakes. More about We’re The Brits In America: 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, We're The Brits In America has you covered. We're The Brits In America is dedicated to helping ambitious US-connected expats and immigrants navigate those challenges — and thrive. Whether you’ve moved to the US for opportunity, or are an American seeking adventure and growth abroad, our job is to equip you with the tools and insights you need to succeed. Visit planfirstwealth.com to learn more about our services and connect with Richard Taylor on LinkedIn. -- We're The Brits In America 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.
    Show More Show Less
    51 mins
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