Living in the US and investing in the UK
“I have just inherited some money in the UK and I would like to know what my investment options are?” “I have just sold my property in the UK and I would like to create an investment plan for the money that works both whilst I live in the US but also if I return to...
Passive Foreign Investment Companies (PFICs)
What is a PFIC? A foreign corporation will qualify as a PFIC if 75 percent or more of the foreign (i.e. non-US) corporations’ gross income were passive income. Passive income includes interest, dividends, rents and royalties. In addition, under the asset test, a...
Nortel Networks UK Pension Plan
We have recently received several enquiries from deferred members of the Nortel Networks UK Pension Plan who now live in the USA or Canada. These members have found it difficult to access appropriately regulated and authorised financial advice from a UK based adviser...
Three vital financial factors Australians need to bear in mind when moving to the UK
For many Aussies, a stint living and working in the UK is often considered one of those things everyone should do. It has become more difficult recently, however, with the discussion around new anti-migrant policies. If you are planning a move to the UK, you will no...
Four unusual things you really need to bear in mind as a Brit moving to Australia
The prospect of BBQs on the beach, hours spent surfing and the generally more laid-back lifestyle may have prompted your decision to move to Australia.You will undoubtedly have researched the main topics such as immigration, visas, employment, property, opening a bank...
UK and Australian Cross Border Financial Planning Brochure
Please view our document library to download our UK and Australian Cross Border Financial Planning brochure. Our service is headed up by Tania Loveday. If you have any questions for Tania please contact her on tloveday@cbfp.co.uk. ...
U.K. to U.S. Financial and Tax Planning Event 7-9th November 2017
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...
Top 10 planning considerations when moving between the UK and USA
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...
Financial Planning for expats – Part Two
In the second part of our article, ‘Financial Planning for Expats’, we look at the various tax wrappers available and whether the income is taxable in another country. We also consider an area that is often overlooked by people moving overseas, that of estate planning...
Financial Planning for Expats – Part One
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...