6 Biggest Mistakes We See: And How to Avoid Them
Wednesday, 2nd October | 12pm ET, 5pm GMT
Webinar
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About this Event
Are you a British Expat living in America? Don’t miss this webinar! Richard and James will discuss the biggest mistakes they see expats make all too often, including: – Complications with foreign investments – Tax compliance for UK accounts – Considerations for exiting the US – Plus loads more and a live Q&A If you register and you’re unable to attend, a video recording will be made available. For more information on Plan First Wealth please visit our website at https://planfirstwealth.com/
Richard Taylor
As the firm’s leader, Richard launched Taylor & Taylor, now Plan First Wealth and continues to fuel the firm’s growth. Richard is a Chartered Financial Planner (UK – CII) in addition to holding the IMC (CFA UK) and Series 65 (US – FINRA).
James Boyle
As the firm’s Lead Financial Planner, James builds and manages personalised financial plans to help his clients achieve their life goals. He is dual-certified in the UK & US as a CERTIFIED FINANCIAL PLANNER and GLOBAL FINANCIAL PLANNER (GFP US), and holds Series 7, 63, 66 (US – FINRA) and the Investment Advice Diploma (CISI UK).