by Cross Border | Sep 19, 2017 | FATCA, General News, Investment Planning, QROPS / UK Pension Planning, Uncategorized, US / UK Financial Planning
Cross Border Financial Planning are delighted to be presenting at free events in Boston, New York and Philadelphia to help individuals and professionals understand the tax, financial planning and legal implications of moving from the UK to the USA. We are being joined...
by Cross Border | Aug 22, 2017 | FATCA, General News, Investment Planning, QROPS / UK Pension Planning, US / UK Financial Planning
Moving to a new country can be exciting and at the same time overwhelming. There are many new undertakings, including finding a new home, schools for the children and forming new friendships. It is all too easy to leave some of the financial, legal and tax...
by Cross Border | Jan 17, 2017 | FATCA, General News, Investment Planning, Uncategorized
You’re thinking of making the momentous step to move abroad. There will be many issues to consider, particularly regarding your finances. In Part One of this article, ‘Financial Planning for Expats’, we’ll be focusing on location and currency risk mitigation. Keep a...
by Cross Border | Aug 30, 2016 | FATCA, QROPS / UK Pension Planning, US / UK Financial Planning
QROPS or SIPP, SIPP or QROPS? How do you see your way past the acronyms to work out which is the right one for you if you’re a US connected individual? Changes in the last couple of years to UK pensions, such as removing the need to purchase an annuity and the...
by Cross Border | May 13, 2016 | FATCA, US / UK Financial Planning
What is it? This rather odd sounding acronym only needs an R on the end and you could be forgiven for thinking it relates to some sort of American gas guzzler! But no, FATCA actually stands for the Foreign Account Tax Compliance ACT (FATCA) which became law in 2010...
