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35. Decisions, Dollars and Domicile: How US Elections and UK Tax Shifts Impact Expats | From The Trenches with James Boyle

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Content provided by Richard Taylor - Plan First Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Richard Taylor - Plan First Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

It’s been a busy couple of weeks of high-stakes decisions and shifting landscapes. Richard and James jump right back into the trenches in the aftermath of the U.S. election, reflecting on the decisive results and how stability, even if brief, has brought some clarity to markets and investors alike. From here, they pivot to the UK budget shake-up, addressing the anxiety it’s sparked across the pond and the potential impacts for British expats in America.

As they dissect market reactions, interest rates, and tax changes, Richard and James keep coming back to a timeless message: stay invested, stay steady, and remember that real financial security is about more than just your portfolio - it’s about building a life that you love. Remember folks, we’ve got one life – take advantage of your health, wealth and time!

Be sure to listen for practical insight with a refreshing reminder to think big picture amid the white noise of the world.

Always an Expat 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.

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.

  continue reading

45 episoade

Artwork
iconDistribuie
 
Manage episode 449984545 series 3494874
Content provided by Richard Taylor - Plan First Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Richard Taylor - Plan First Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

It’s been a busy couple of weeks of high-stakes decisions and shifting landscapes. Richard and James jump right back into the trenches in the aftermath of the U.S. election, reflecting on the decisive results and how stability, even if brief, has brought some clarity to markets and investors alike. From here, they pivot to the UK budget shake-up, addressing the anxiety it’s sparked across the pond and the potential impacts for British expats in America.

As they dissect market reactions, interest rates, and tax changes, Richard and James keep coming back to a timeless message: stay invested, stay steady, and remember that real financial security is about more than just your portfolio - it’s about building a life that you love. Remember folks, we’ve got one life – take advantage of your health, wealth and time!

Be sure to listen for practical insight with a refreshing reminder to think big picture amid the white noise of the world.

Always an Expat 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.

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.

  continue reading

45 episoade

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