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PFW & Friends

PFW & Friends

De : Plan First Wealth
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(Nearly) Every Wednesday, Richard Taylor and James Boyle of Plan First Wealth go live across multiple platforms with a friend, colleague or contact who has something of value and/or interest to share with our community of British expatriates (and future british expatriates) living across America.

If you think you have something of value/interest to share with our constituency of British expatriates in America, please apply to be featured:
https://planfirstwealth.com/live-wednesdays/

Disclosures: Plan First Wealth LLC is a registered investment adviser. The opinions and videos on this platform are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Before considering acting on anything you see in these videos, first consult with your tax, legal or investment advisor. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. 

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    Épisodes
    • UK Pensions as US Resident Discussion (+ Int Property Update) - PFW & Friends - January 2024

      UK Pensions as US Resident Discussion (+ Int Property Update) - PFW & Friends - January 2024
      Jan 11 2024

      UK Pensions as a US Resident discussion, plus international property update from Richard Bradstock. 

      Be sure to join our private Facebook Group, WealthHub US/UK, if you would like to put questions to us before the next one. https://www.facebook.com/groups/planfirstwealthhub/

       If you think you have something of value/interest to share with our constituency of British expatriates in America, please apply to be featured:
      https://planfirstwealth.com/live-wednesdays/

      Disclosures: Plan First Wealth LLC is a registered investment adviser. The opinions and videos on this platform are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Before considering acting on anything you see in these videos, first consult with your tax, legal or investment advisor. Investing involves risk and possible loss of principal capital.
      Afficher plus Afficher moins
      46 min
    • 9. Q&A w/Tax Adviser - Simon Misiewicz - 09/13/2023

      9. Q&A w/Tax Adviser - Simon Misiewicz - 09/13/2023
      Sep 14 2023

      PFW & Friends - Simon Misiewicz - Q&A with US/UK Cross-Border Tax Adviser & Financial Planner

      On Wednesday, September 9th 2023, we were joined by friend of PFW, Simon Misiewicz of Optimise Accountants Ltd for our regular monthly installment of LIVE Q&A  with US/UK Cross-Border Tax Adviser & Financial Planner.

      Be sure to join our private Facebook Group, WealthHub US/UK, if you would like to put questions to us before the next one. https://www.facebook.com/groups/planfirstwealthhub/

       If you think you have something of value/interest to share with our constituency of British expatriates in America, please apply to be featured:
      https://planfirstwealth.com/live-wednesdays/

      Disclosures: Plan First Wealth LLC is a registered investment adviser. The opinions and videos on this platform are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Before considering acting on anything you see in these videos, first consult with your tax, legal or investment advisor. Investing involves risk and possible loss of principal capital.
      Afficher plus Afficher moins
      28 min
    • 8. Cross-Border Planning & Education - Kath Derisson

      8. Cross-Border Planning & Education - Kath Derisson
      Aug 24 2023

      PFW & Friends - Cross-Border Planning & Education - Kath Derisson 

      On Wednesday, August 23th 2023 we were joined by Kath Derisson of Fyvie Financial. 

      If you think you have something of value/interest to share with our constituency of British expatriates in America, please apply to be featured:
      https://planfirstwealth.com/live-wednesdays/

      Disclosures: Plan First Wealth LLC is a registered investment adviser. The opinions and videos on this platform are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Before considering acting on anything you see in these videos, first consult with your tax, legal or investment advisor. Investing involves risk and possible loss of principal capital.
      Afficher plus Afficher moins
      44 min
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