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News & Insights

Read About The Latest News, Updates & Other Key Trends In Finance

Latest News & Insights

UK Pensions

How to Coordinate Your UK Pension With Your US Financial Plan

Learn how to coordinate your UK pension with your US financial plan. Understand the roles of UK and US advisers, tax planning, reporting, and cross-border retirement decisions.

July 7, 2026
2026
07
07
Pension Review

UK Pension and US Social Security After the WEP Repeal: How the 2025 Rules Affect Your Benefits

Learn how the 2025 WEP repeal changes the interaction between your UK pension and US Social Security, including benefit calculations, taxation, and retirement planning.

July 7, 2026
2026
07
07
Pension Review

How GBP/USD Exchange Rates Affect Your UK Pension in US Retirement

Learn how GBP/USD exchange rates can affect the dollar value of your UK pension in US retirement. Understand currency risk, pension drawdowns, Section 988 tax considerations, and practical strategies for managing exchange-rate exposure.

July 7, 2026
2026
07
07
Pension Review

Which Retirement Account Should You Withdraw From First? UK Pension vs IRA vs 401(k) Withdrawal Order

Learn the most tax-efficient withdrawal order for a UK pension, IRA, 401(k), Roth IRA and taxable accounts. Understand treaty rules, RMDs and foreign tax credits.

July 7, 2026
2026
07
07
Pension Review

UK Pension and US Retirement Accounts: How to Build One Cross-Border Retirement Plan

Learn how to coordinate UK pensions and US retirement accounts, manage taxes, avoid common pitfalls, and build an efficient cross-border retirement plan.

July 7, 2026
2026
07
07
Tax Compliance & Planning

US Expat Taxes Explained: How to Avoid Double Taxation with FTC, Treaties & Dual-Status Rules

US expat taxes explained: learn how Foreign Tax Credit, tax treaties, and dual-status rules work together to prevent double taxation on foreign income.

June 25, 2026
2026
06
25
Tax Compliance & Planning

401(k), Roth IRA & Foreign Pensions for US Expats (UK, EU, 2026 Guide)

US expats navigating a 401(k), Roth IRA, IRA or UK/EU pension need a clear tax strategy. Learn how contributions, growth, treaties and withdrawals interact in 2026—and what to do with foreign pensions while living in the United States.

June 25, 2026
2026
06
25
Tax Compliance & Planning

US Tax on Foreign Rental Income (Schedule E, FBAR, FX & Depreciation Explained)

US tax residents must report foreign rental income on Schedule E in USD, with strict rules on depreciation, FX conversion, FBAR reporting, and Foreign Tax Credit limits. Learn how UK, EU, and other overseas property income is actually taxed in the US-and where most expats make costly reporting mistakes.

June 25, 2026
2026
06
25
Tax Compliance & Planning

Selling Foreign Assets After Moving to the US: The Cost Basis Mistake That Can Trigger Unexpected Capital Gains Tax

Selling foreign property, shares, or investments after moving to the US can create unexpected capital gains tax. Learn how cost basis, currency conversion, and documentation rules affect your tax bill.

June 25, 2026
2026
06
25
Tax Compliance & Planning

PFIC Rules for UCITS Funds: What US Tax Residents Need to Know in 2026

If you live in the US and still hold UK, Irish, or European UCITS funds, you may be subject to PFIC rules. Learn how Form 8621, QEF elections, mark-to-market treatment, and compliance requirements affect US tax residents in 2026.

June 25, 2026
2026
06
25
US Estate Tax

US Estate Tax When Your Spouse Isn't a US Citizen: 2026 Rules Explained

Married to a non-US citizen? Learn how US estate tax, QDOTs, gifting limits, treaty relief, and the 2026 estate tax rules affect mixed-nationality couples and cross-border families

June 25, 2026
2026
06
25
Tax Compliance & Planning

US Crypto Tax Reporting for Expats and Cross-Border Families: FBAR, FATCA & Form 1099-DA

Learn how US crypto tax reporting applies to expats and cross-border families. Understand FBAR, FATCA Form 8938, Form 1099-DA, foreign exchange accounts, staking income, DeFi activity, and estate planning considerations for digital assets in 2026.

June 24, 2026
2026
06
24
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Skybound Wealth USA
2700 Post Oak Blvd.
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Houston, TX 77056

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