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ISA planning as a US connected individual

‘I didn’t realise the tax problems that my Stocks and [...]

By cbfp_|2024-03-19T15:55:39+00:00May 28, 2019|Cross Border Financial Planning, Investments, ISA|1 Comment
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  • Tax efficient Investing for American expats in the UK

Tax efficient Investing for American expats in the UK

For an American expat in the UK, a UK pension [...]

By cbfp_|2024-03-19T15:56:29+00:00March 11, 2019|Cross Border Financial Planning, Expatriates, Investments|1 Comment
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  • UK pension planning

UK Pension Planning for British Expats in America

The Downfalls: When the British Government are creating ideas of [...]

By cbfp_|2024-03-19T15:56:59+00:00October 22, 2018|Cross Border Financial Planning, Pensions, Retirement Planning|1 Comment
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  • What is Cashflow Planning? Picture of coins growing plants

What is Cashflow Planning?

By cbfp_|2024-03-19T15:57:37+00:00August 23, 2018|Cashflow Planning, Cross Border Financial Planning, Retirement Planning|0 Comments
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  • Cross Border Financial Planning - Living in the US and investing in the UK

US Citizen Investing in the UK

“I have just inherited some money in the UK and [...]

By cbfp_|2024-03-19T15:58:07+00:00July 27, 2018|Cross Border Financial Planning, Expatriates, Investments|1 Comment
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  • Cross Border Financial Planning - PFICs - Passive Foreign Investment Companies - Skyscrapers

PFICs – Passive Foreign Investment Companies

What is a Passive Foreign Investment Company (PFIC)? A foreign [...]

By cbfp_|2024-03-19T15:58:55+00:00July 27, 2018|Cross Border Financial Planning, Passive Foreign Investment Companies (PFIC's)|4 Comments
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  • Cross Border Financial Planning - Australians moving to the UK - Image of London

Australians moving to the UK – Three Financial Considerations

For many Australians a stint living and working in the [...]

By cbfp_|2024-03-19T16:03:05+00:00May 8, 2018|Australia/UK, Cross Border Financial Planning, Expatriates|2 Comments
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  • Cross Border Financial Planning - Brit-moving-to-Australia Man surfing in Australia

Brit moving to Australia? Four things to know before you go.

The prospect of beach BBQs, surfing and a generally laid-back [...]

By cbfp_|2024-03-19T16:03:32+00:00April 17, 2018|Australia/UK, Cross Border Financial Planning, Expatriates|1 Comment
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  • Cross Border Financial Planning - Top 10 planning considerations when moving between the UK and the US - Statue of liberty image

Top 10 considerations when moving between the UK and USA

Moving to a new country can be exciting and at [...]

By cbfp_|2024-03-19T16:06:29+00:00August 22, 2017|Cross Border Financial Planning, Expatriates, USA/UK|1 Comment
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  • Cross Border Financial Planning Abroad - The Ultimate Guide- Article Two Expats sat by a Lake

Cross Border Financial Planning – The Ultimate Guide

You’re thinking of making the momentous step to move abroad. [...]

By cbfp_|2024-03-19T16:02:27+00:00January 17, 2017|Cross Border Financial Planning, Expatriates, Investments, Pensions|2 Comments
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Contact Us / Request a Meeting

Cross Border Financial Planning UK

Business Cyber Centre, Unit 7, Greenways Business Park, Bellinger Close, Chippenham, SN15 1BN, United Kingdom

 tel: +44 (0) 1249 400099

By using this contact form you voluntarily choose to provide personal details to us via this website.  Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.  You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone. By submitting this information, you have given your agreement to receive contact from us. 

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    Address

    Business Cyber Centre – Unit 7 – Greenways Business Park – Bellinger Close – Chippenham – SN15 1BN – United Kingdom

    Phone

    +44 (0) 1249 400099

    Cross Border Financial Planning is a trading style of CBFP UK Ltd, which is authorised and regulated by the Financial Conduct Authority No. 985143
    Office Address: Unit 7, Business Cyber Centre, Greenways Business Park, Bellinger Close, Chippenham, Wiltshire, SN15 1BN
    Registered Office: Business Cyber Centre, Bellinger Close, Chippenham, England, SN15 1BN Registered in England No. 14222982

    The Financial Conduct Authority does not regulate Will, Estate, Tax and cashflow planning.

    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.

    To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

    Cross Border Financial Planning is a trading style of CBFP UK Ltd, which is authorised and regulated by the Financial Conduct Authority No. 985143
    Office Address: Unit 7, Business Cyber Centre, Greenways Business Park, Bellinger Close, Chippenham, Wiltshire, SN15 1BN
    Registered Office: Business Cyber Centre, Bellinger Close, Chippenham, England, SN15 1BN Registered in England No. 14222982

    The Financial Conduct Authority does not regulate Will, Estate, Tax and cashflow planning.

    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.

    To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

    Copyright 2024 – Cross Border Financial Planning Ltd – Terms of Website Use – Redfoot Works

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