Introducing cross-border wealth management for the bold who’ve chosen to build a new life in America. Take advantage of the vast opportunities in front of you with dedicated support from people who’ve stood where you stand.
Schedule my callFounded in 2018 by British expat Richard Taylor, Plan First Wealth exists because we know first-hand how challenging – and rewarding – expat life in America can be.
We’re not just financial professionals who happen to work with expats. We’re expats ourselves, combining specialist cross-border experience with real empathy for your situation.
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Work with experienced professionals who can help you navigate all the complexities of cross-border living, seeking to ensure you have a coherent plan for whatever comes next.
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Get the professional support you need to manage your assets wherever they’re held, and grow your wealth while avoiding the tax traps unique to expats in America.
Tell me moreIt’s our belief that planning works best when the process is simple, transparent, and free from surprises. That’s why we show you how everything fits together from the very start.
Each stage has a clear purpose, helping you make informed decisions and move forward with confidence.
The process in full
Meet the experienced professionals who do things a little differently. We’ve walked in your shoes, and we’re here to help.
When you’ve left everything familiar behind to build a life in America, your financial planning needs to work harder. See how our cross-border experience has transformed messy, stressful situations into coherent plans that help expats sleep at night.
Why choose us?Navigate the unique financial challenges of expat life with the help of our free resources. From pensions to tax planning and more, discover insights designed specifically for Brits in America.
Whether you’re ready to begin or want some more information first, we’ve got you covered. Choose the option that suits you best below.
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