News & Insights | Financial Planning Blog

Request A Call Back

First NameLast NamePhone NumberEmail

Reason

Call Back Time

What State Do You Live In

Message

Latest News & Insights

Lifestyle Financial Planning

Moving to America From Europe: 10 Financial Decisions to Make Before You Move

Moving to America from Europe? Discover the key financial decisions to make before your US move, including pensions, UCITS ETFs, PFIC rules, taxes, reporting, and investments.

June 22, 2026

Lifestyle Financial Planning

Moving From the Middle East to the US for Work: A Pre-Arrival Financial Checklist for Expatriate Professionals

Moving from Dubai, Abu Dhabi, Doha, or elsewhere in the Gulf to the US? Learn how end-of-service benefits, offshore pensions, PFICs, FBAR reporting, property ownership, and US tax residency rules could affect your finances before you arrive.

June 22, 2026

Lifestyle Financial Planning

Moving From Switzerland to the US for Work: A Pre-Arrival Financial Checklist for Swiss Professionals

Moving from Switzerland to the US for work? Learn how Pillar 2, Pillar 3a, Swiss investments, PFIC rules, FBAR reporting, and US tax residency can affect your finances before you relocate.

June 22, 2026

Estate Planning

Moving from Ireland to the US for Work: Tax Rules for PRSAs, ETFs & Savings (2026 Guide)

Moving from Ireland to the US for work? Understand how PRSAs, Irish UCITS ETFs (PFIC rules), State Savings, pensions, and bank accounts are taxed once US tax residency begins in 2026, including reporting requirements, treaty treatment, and pre-arrival planning steps for Irish professionals relocating to America.

June 19, 2026

Estate Planning

Moving From the UK to the US? 7 Tax Mistakes to Avoid Before You Arrive

Moving from the UK to the US for work? Learn the 7 most common tax mistakes involving ISAs, SIPPs, PFICs, UK property, FBAR reporting and US tax residency before you arrive.

June 19, 2026

Estate Planning

How the New 2026 US Estate Tax Rules Apply to Americans Living in the Middle East

Americans living in the UAE, Saudi Arabia, Qatar, Bahrain, Kuwait, or Oman remain subject to US estate tax rules in 2026. Learn how the new $15 million exemption, GCC succession laws, DIFC and ADGM wills, and end-of-service gratuity affect cross-border estate planning.

June 19, 2026

Estate Planning

Americans in Ireland: The 2026 Estate Tax Rules That Could Change Your Inheritance Plan

The 2026 US estate tax changes under OBBBA look simple, but Americans living in Ireland must also navigate Irish Capital Acquisitions Tax (CAT). Learn how US exemption rules, the US-Ireland treaty, and CAT Group thresholds shape real inheritance outcomes for families with $1M–$10M in assets.

June 19, 2026

Estate Planning

Americans in Switzerland: Why the New $15 Million Estate Tax Exemption May Not Matter

The new $15 million US estate tax exemption sounds significant, but for many Americans in Switzerland the bigger issues are Swiss inheritance tax, pillar 2 pensions, cantonal succession rules, and cross-border estate planning. Learn what really matters in 2026.

June 19, 2026

Estate Planning

Americans Living in the UK: Why the New $15 Million US Estate Tax Exemption May Not Matter

Americans living in the UK may benefit from the new $15 million US estate tax exemption, but UK inheritance tax could still create a significant liability. Learn how OBBBA, the UK long-term residence rules, and the US-UK estate tax treaty interact in 2026.

June 19, 2026

Estate Planning

Estate Tax Changes: Why the New $15 Million Exemption Isn't the Whole Story for Families with $1M-$10M

The federal estate tax exemption is now $15 million per person. Learn what changed under OBBBA, what didn't, and why state taxes, foreign assets, portability, and non-US spouse rules still matter for families with $1M-$10M.

June 18, 2026

Repatriation

Returning to the UK from the US: Tax Guide, Exit Tax & 401(k) Rules (2026)

Moving back to the UK from the US is not straight forward. Avoid costly mistakes with US exit tax, UK residency timing, pension rules and cross-border tax planning.

March 25, 2026

Tax Compliance & Planning

Foreign Business Ownership and US Tax

A practical guide explaining how US tax rules apply to foreign business ownership for expats and international entrepreneurs, including income attribution, reporting obligations, and planning considerations.

January 20, 2026

Talk To An Adviser

Request A Call Back

Latest News & Insights

Moving to America From Europe: 10 Financial Decisions to Make Before You Move

Moving From the Middle East to the US for Work: A Pre-Arrival Financial Checklist for Expatriate Professionals

Moving From Switzerland to the US for Work: A Pre-Arrival Financial Checklist for Swiss Professionals

Moving from Ireland to the US for Work: Tax Rules for PRSAs, ETFs & Savings (2026 Guide)

Moving From the UK to the US? 7 Tax Mistakes to Avoid Before You Arrive

How the New 2026 US Estate Tax Rules Apply to Americans Living in the Middle East

Americans in Ireland: The 2026 Estate Tax Rules That Could Change Your Inheritance Plan

Americans in Switzerland: Why the New $15 Million Estate Tax Exemption May Not Matter

Americans Living in the UK: Why the New $15 Million US Estate Tax Exemption May Not Matter

Estate Tax Changes: Why the New $15 Million Exemption Isn't the Whole Story for Families with $1M-$10M

Returning to the UK from the US: Tax Guide, Exit Tax & 401(k) Rules (2026)

Foreign Business Ownership and US Tax