You’re not alone, but it's not simple.

In this episode of Experts for Expats: Unpacked, host Robert Hallums speaks with US-UK cross-border experts Patrick Mulhern (Tanager Wealth Management) and Scott Wickham (Tax Advisory Partnership) about the biggest questions American expats face when it comes to investing, taxes, and pensions while living abroad.

• Can you invest in a Cash ISA or Stocks & Shares ISA as an American?
• What is a PFIC—and why should you be cautious?
• How to approach pensions and 401ks across borders
• UK property: a smart option or a tax trap?
• What happens if you put assets in your British partner’s name?
• Should you consider renouncing US citizenship?

If you're feeling overwhelmed by rules, regulations, and restrictions, this episode will help you understand the risks—and the opportunities.

• 00:00 - Introduction and context
• 02:15 - Can Americans invest in Cash ISAs?
• 04:30 - The pitfalls of Stocks & Shares ISAs (PFIC rules)
• 09:00 - What are HMRC Reporting Funds?
• 12:30 - Why most advisors can’t help Americans in the UK
• 17:25 - What should younger US expats do with their savings?
• 25:00 - Do I need to file a US tax return if I live in the UK?
• 28:20 - Is UK property a smart investment for Americans?
• 34:45 - Can I put everything in my UK spouse’s name?
• 37:30 - Junior ISAs and children with US citizenship
• 41:00 - Taxation of UK pensions and US 401ks
• 49:00 - Is giving up US citizenship ever a good idea?
• 58:00 - Final thoughts and summary

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In "Italian lakes vs Italian cities: Choosing where to live in Italy", Robert and Daniel discuss the beauty of Lake Iseo and the appeal of living in Milan versus the Italian lakeside lifestyle.

They delve into the property market in Italy, focusing on the buying process, renovation needs and the importance of understanding local regulations when making decisions over which property to buy.

Daniel shares his insights and expertise around Italian property and explores the significance of visiting Italy to truly appreciate the environment before making a purchase.

00:00 - Exploring Lake Iseo: Just an hour from Milan

02:52 - Choosing between city and lake living

06:00 - The property buying process in Italy

09:02 - Renovation projects in Italy and property types

11:53 - Navigating Italian property regulations and local challenges

17:53 - How professionals experience can help

20:47 - Taking the first step: Planning your visit

Subjects

Italian lakes, Lake Iseo, property buying, Milan, city living, renovation, Italian real estate, travel to Italy, lake living, property regulations

Hosted on Acast. See acast.com/privacy for more information.