Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
Making the move successfully from the US to a country in Europe requires guidance from people who’ve lived it. From tax rules and immigration pathways to cultural fit and
long-term financial planning, the journey comes with complexities that have caught many people off guard.
In this episode of We’re The Brits In America, Richard Taylor - dual UK/US citizen and Chartered Financial Planner - sits down with Alex Ingrim, President & Co-Founder of Liberty Atlantic Advisors, and David Cantor, immigration attorney and founder of Relocate. Both are American expats living in Italy, bringing firsthand insight into what it really takes to establish a sustainable life in Europe.
Richard, Alex, and David take a detailed look at:
Why moving to something and not away from something is essential
for a successful relocation
How immigration frameworks differ across Europe, and why there’s almost always a viable pathway if you know where to look
The biggest mistakes Americans make, including choosing countries based solely on visas or cost of living
Why US citizens face unique tax and administrative challenges abroad —
and how treaties can sometimes turn those into advantages (like in France)
How to evaluate countries based on your asset base, tax position,
lifestyle goals, and tolerance for complexity
Why Spain, Italy, Portugal, and France all offer opportunities, but come
with radically different wealth taxes, reporting rules, and planning
considerations
The growing trend of younger families relocating, driven by quality of
life, education, and cultural exposure for children
The mindset shift required to embrace uncertainty, build a life in a new
culture, and take control of your own expat journey
More about We’re The Brits In America:
With the right financial advice, landmines that threaten expat wealth can be avoided. Often encountered by US-connected expats, these financial landmines are more numerous, more hazardous, and less understood than almost anywhere else in the world. As a result, non-cross border professionals, wealth advisors, and even international advisors are often unaware of them. But don’t worry, We're The Brits In America has you covered.
We're The Brits In America is dedicated to helping ambitious US-connected expats and immigrants navigate those challenges — and thrive. Whether you’ve moved to the US for opportunity, or are an American seeking adventure and growth abroad, our job is to equip you with the tools and insights you need to succeed.
If you’re enjoying the show, please consider leaving a 5-star rating and review to help the mission, which is to help expats and immigrants thrive in America. Visit planfirstwealth.com to learn more about our services and connect with Richard Taylor on LinkedIn.
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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.
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