All Episodes

86. US Citizenship Abroad: The Hidden Costs and Why Some Expats Walk Away

85. Markets, Retirement Tax Strategies and Plan First Wealth Updates: Our Latest Take

84. How to Get a Second Passport: Citizenship, Residency and Why Timing Matters

83. Moving to America: Avoid These Costly US Tax Mistakes with Pre-Immigration Planning

82. Inflation, Oil and Markets: What You Need to Know Right Now

81. Moving to Europe as an American: The Tax Mistakes That Can Cost You Dearly

80. Roth IRAs, Market Chaos and Why Expats Are Leaving America

79. Demats, PFICs and Provident Funds: What Indians Moving to America Need to Know

78. Oil Shocks, Dollar Moves and Private Debt: What Expats Should Watch Now

77. Building a Post-Retirement Career: How Expats Can Start Crafting Their Portfolios

76. Self-Invested Personal Pensions and Inheritance Tax: Why UK Pensions Are Moving Inside the IHT Net and Why You Don’t Need to Panic

75. The Green Card Exit Guide: How to Avoid Surprise Taxes When Moving Away From America

74. Why Gold Is Soaring and the US Dollar Is Losing Its Grip: Decoding Today’s Financial Growth Trends

73. UK Pension and Inheritance Tax: What Legislative Changes in 2027 Mean for British-Connected Expats Abroad

72. Removing Tax Season Stress: The Hidden Risks of DIY Cross-Border Taxes

71. The Exclusive Citizenship Act of 2025: Inaction Could Mean Losing Your US Citizenship

70. Understanding Macroeconomics in 2026: What a Weaker Dollar and Global Turmoil Mean for Investors Abroad

69. Retiring Abroad: Will Your UK Tax-Free Lump Sum Be Taxed in the US?

68. Introducing Expat Wealth

Trailer – Expat Wealth

67. For Americans Considering a Move Outside the US: Guidance to Become an Expatriate from America | Move to Europe with Brett Andrews

66. Lower Taxes and Better Wine: Feel Confident About Your Decision to Move Abroad and Avoid Double Taxation | Move to Europe with Brian Dunhill

65. Navigating Estate Planning: How Expats Can Avoid Unexpected Taxes | Moving to Europe with Paula Jones

64. Investing from Abroad: How Americans Should Protect Their Assets from Overseas | Move to Europe with Katelynn Minott

63. What Americans Need to Know Before Starting a New Life Abroad: Diving Deep into the Factors Americans Often Overlook | Move to Europe with Alex Ingrim and David Cantor

62. The Complexities of Having a UK Pension in the US: Navigating Pension Commencement Lump Sums | From The Trenches with James Boyle

61. Annuities and Insurance: How British Expats Can Protect Themselves | Ask An Expert with Mark Maurer

60. Bull Market or AI Bubble? How to Invest When Hype Meets Reality | From the Trenches with James Boyle

59. Building the Right Team for Your International Move: Integrated Financial Planning for British Expats | Ask An Expert with Holly Caulder and Aidan Grant

58. Filing Taxes as a British Expat in America: Why Professional Advice Matters | From The Trenches with James Boyle

57. How To Successfully Expand Your Business Into The US: Avoid The Pitfalls And Take Full Advantage Of This Enormous Market | Ask An Expert with Allan Rooney

56. Losing Someone is Hard and Navigating Cross-Border Inheritance Taxes Doesn’t Have to Be: How to Avoid Costly Mistakes | From The Trenches with James Boyle

55. Statutes of Limitations & Tax Compliance: Are You Really Ready to File? | Ask An Expert with Virginia La Torre Jeker

54: A Story Of Good Intentions, Bad Investments, And Why Doing “Some Research” Isn’t Enough When You're Living Between Tax Systems. | From The Trenches With James Boyle

53. How The UK’s Statutory Residence Test Works, And How You Can Stay Compliant | Ask An Expert with Aidan Grant

52. A Real Doozy | From The Trenches with James Boyle

51. What To Do With Your UK Pensions Once You Settle In The US: Maximise The Potential And Avoid The Landmines | Ask An Expert with Holly Caulder

50. Turning Market Volatility Into Tax Savings - 50th Episode Special | From The Trenches with James Boyle

49. Everything You Need To Know About Tax Compliance – From An IRS Veteran | Ask An Expert with Dan Price

48. Mastering The Art of Doing Nothing | From The Trenches with James Boyle

47. PFICs: The Number One Expat Landmine That Can Easily Be Avoided

46. Trump, Tariffs, Mayhem - The Week From Investing Hell | From The Trenches with James Boyle

45. Leaving the USA: Relinquishing Green Card / Renouncing US Citizenship - Beware The Exit Tax | Ask an Expert with Virginia La Torre Jeker, J.D.

44. Retirement Strategies Amid S&P 500 Fluctuations: What Are Your Options? | From The Trenches with Richard Taylor and James Boyle

43. UK Domicile & Tax Changes: What You Need to Know About the Changes to Worldwide Assets

42. Bubbles, Tariffs & General Chaos | From The Trenches with James Boyle

41. Finding Peace in Uncertainty: What Two Cancer Diagnoses Taught Keith Hunt | Always An Expat

40. Welcome the Wobble | From The Trenches with James Boyle

39. There Are SEVERE Penalties for Tax Non-Compliance. Here’s How to Avoid Them | Ask An Expert with Ishali Patel

38. Hope Springs Eternal - 2024 in Review | From The Trenches with James Boyle

37. IRS Penalty Abatement: How Reasonable Cause Works | Ask An Expert with Virginia La Torre Jeker

36. Retiring in America: What You Need to Know About Healthcare | Ask An Expert with Misty Kimbrough

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

34. How FX Brokers Help You Avoid Thousands In Fees | Ask An Expert with David Nixon

33. Don't Just Do Something, Stand There | From The Trenches with James Boyle

32. Swapping Notes With An Aussie Financial Planner | From The Trenches with GFPI Founder Ashley Murphy

31. You Come To The US To Make It, Don’t Jeopardize That By Making Mistakes | From The Trenches with James Boyle

30. How to Get a US/UK Cross-Border Estate Plan Done | Ask An Expert with Paula Jones

29. No One’s Built Wealth In A Savings Account | From The Trenches with James Boyle

28. US/UK Estate Planning 2 - Living Trusts | Ask An Expert with Aidan Grant

27. "Bears Sound Smart, Bulls Make You Money." | From The Trenches with James Boyle

26. US/UK Estate Planning - What You Need To Know | Ask An Expert with Aidan Grant

25. How To Get Into IRS Tax Compliance – The Streamlined Procedures | Ask An Expert with Chris McLemore

24: No Plan B: The Retirement Reality Check

23. How To Make It In America | Ask An Expert with Duncan Edwards

22. Sell in May And Go Away? | From The Trenches with James Boyle

21. Understanding Dual Taxation: It's Better to Go Talk to the IRS Than Have the IRS Come Looking for You | From The Trenches with Sean Kearney

20. The Importance of Sticking to an Investment Plan | From The Trenches with James Boyle

19. How The US Operates As 50 Little Countries | Ask An Expert with Christy Woskobojnik

Introducing We're The Brits In America

18. Mark Ridley's Foreign Exchange

17. Jeremy Bettle's Expat Playbook

BONUS: US Retirement Accounts (from PFW & Friends)

16. Managing Finances From A Distance - with Steve Statler

BONUS: UK Pensions as a US resident (from PFW & Friends)

15. Arriving In The US With A Negative Net Worth

14. Parenting Across The Pond – with Barry Richards

13. Understanding the US Business Landscape – with Adam Sandman

12. Couples Abroad: The Shared Journey Of Expat Life - with Kate Taylor

11. The Highs and Lows that Define Creative Careers – with Hywel Berry

10. Moving With a Large Family - with Jermaine Edwards

9. Raising a 1st Generation American Family – with Neal Best

8. Journey Across The Atlantic: Elaine’s Transformation from Consultant to American Bear Advocate

7. Lessons Learned: What to Do Differently When Dealing with Inheritance - with Andrew Duffel

6. Barry Lynch's Life at Full Speed: Finding the Thrills in Rollercoasters and Everyday Moments

5. Playing The Long Game - with Angus Mcnab

4. Playing To A New Tune - With Steve DiFranco

3. Redefining Home - with Richard Fielding

2. Finding Common Ground - with Matt Dixon

1. The Elusive Work Life Balance - with Serra Kiziltan