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Plan First Wealth who aspire to make the most of their opportunity. Plan First Wealth LLC is a Registered Investment Adviser.

Plan First Wealth is a Lifestyle Financial Planning & Cross-Border Wealth Management firm serving successful, adventurous American and international families in the U.S. 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 Clients seek their own advice in these areas.

10/26/2026

Estate planning isn't only about tax. 💬

After a deep dive into cross-border wills, trusts and exemptions, Grace Barrett, a US-qualified private client and tax attorney at Withers LLP in London, brings it back to the people involved: does everyone get along, and have you had the hard conversations? Richard adds the line that sums up the whole episode: you don't know what you don't know, and what you don't know can really hurt you.

Listen to the full episode 👇

10/22/2026

What happens if an American dies and their spouse isn't a US citizen? 🤔

On this week's Ask an Expert, Richard puts exactly that scenario to Grace Barrett, a US-qualified private client and tax attorney at Withers LLP in London. Her answer surprises a lot of people: the US marital deduction only applies to a US citizen spouse, so even 30 years on a green card isn't enough. Grace also explains the workaround, a qualified domestic trust (QDOT).

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10/19/2026

Where does it all end up for the US dollar?

Richard put the question to Brian Dunhill on this month's Macro Aggressions, and Brian didn't hold back. He brings up a line he credits to former IMF economist Kenneth Rogoff, "our currency, your problem", explains why he expects the dollar to devalue, and asks why anyone would hedge back to it with $40 trillion of debt to deal with.

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10/15/2026

Is a rise of roughly 1.5 percentage points in rates a big deal? Brian Dunhill, founder of Dunhill Financial, reckons the headline undersells it.

On this month's Macro Aggressions, he walks Richard through how the 10-year Treasury went from around 4.05% last year to above 5.5%, and why that works out as a move of more than 30%. His take, markets don't react, they overreact.

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10/13/2026

Richard's US driving test lasted about three minutes, and he left the car in reverse halfway through a three-point turn.

In the UK that would have been the end of it. In New York? "You've been driving for years, haven't you? You're fine."

He and James "JB" Beck swap notes on how relaxed American tests are. 😅

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10/12/2026

Richard asks James "JB" Beck who he's actually meeting on the road, and the answer is a lot of friendly full-timers.

In Greenville, JB found a whole community that hangs out together, right down to watching the NFL on big outdoor projectors.

As the family head south for winter, he reckons there'll be even more of them. 🚐

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10/05/2026

Have a SIPP? Thinking about getting an NT tax code? Already applied for one and wondering what's going on? 🤔

You're not alone.

Richard shares three recent examples involving British expats and NT tax codes – more of a public service announcement than anything else.

If you're scratching your head over your own situation, this one's worth watching.

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10/01/2026

UK pensions are complicated enough. Add US tax rules into the mix and things can get seriously confusing. 🇬🇧🇺🇸

Richard Taylor doesn't hold back when discussing just how complicated the UK pension system has become.

James's response?

“I’m not even going to try to defend it.” 😂

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09/28/2026

The people who get caught out are often the ones paying attention. After 11 years working with British expats in America, Richard has noticed something odd. Plenty of people listen to the podcast, attend the webinars and know the rules, and still have problems sitting in their tax return.

His explanation: it's so complex that the dots don't connect. Talk about non-US investments in ISAs and listeners don't think "hang on, that's me."

If you've got any link back to the UK, accounts, legacy assets, even family, his advice is simple. Get ahead of it, rip the bandaid off, move on.

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09/24/2026

Please don't get your tax advice from an AI chatbot ⚠️
Richard is seeing more and more British expats rely on AI for answers about their US reporting obligations, sometimes even using it to challenge what a qualified tax adviser has told them.


His verdict: the advice is often flat out wrong, occasionally scarily wrong. And the reason is simple, AI tends to give you the answer you want to hear.
The bit worth remembering: "ChatGPT told me I didn't need to file this" won't get you off the hook.


Listen to the full episode 👇

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10003

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Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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