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  • Moving the the USA article- Image of the golden gate bridge USA

Moving to the USA: What to consider for existing UK investments

Moving country is often an exciting chapter in your life [...]

By CBFP|2025-04-02T06:23:15+01:00April 2, 2025|GIAs, Investments, IRS Filing, Passive Foreign Investment Companies (PFIC's), USA/UK|0 Comments
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  • London at sunset - UK city

UK Budget 2024 – What’s New & Key Tax Considerations

On October 30, 2024, Chancellor Rachel Reeves presented the UK [...]

By CBFP|2024-11-21T05:41:39+00:00November 21, 2024|2024 Autumn Budget, Business Property Relief, Expatriates, IHT, Pensions|0 Comments
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Drawing Tax-Free Cash from a UK Pension

Drawing Tax-Free Cash from a UK Pension: Benefits, Drawbacks and [...]

By CBFP|2024-11-06T05:45:49+00:00October 11, 2024|2024 Autumn Budget, Cross Border Financial Planning, Expatriates, Pensions, Tax-Free Cash|0 Comments
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  • Cross Border Financial Planning - Retiring In the USA - Image of a retired couple in USA

Retiring in the USA: Key Considerations for UK Pension Holders

  Planning on retiring in the USA? It is common [...]

By CBFP|2024-03-19T15:51:31+00:00March 6, 2024|Cross Border Financial Planning, Expatriates, Retirement Planning, Retiring Abroad, USA/UK|0 Comments
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  • Cross Border Financial Planning - Dog with American Flag in mouth.UK/US-Connected dog

Investing in the UK: A Guide For US Connected Individuals

For Americans living in the UK who want to start [...]

By CBFP|2024-03-19T15:52:07+00:00February 1, 2024|Cross Border Financial Planning, Expatriates, Investments|2 Comments
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  • Cross Border Financial Planning - Retirement in Australia- the financial implications Australia/UK - Kangaroos on a beach

Retirement in Australia- Cross Border Financial Planning – The Telegraph

The Financial Implications of Retiring in Australia. Cross Border Financial [...]

By cbfp_|2024-03-19T16:27:36+00:00August 24, 2021|Australia/UK, Cross Border Financial Planning, Retirement Planning, Retiring Abroad|1 Comment
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  • Expat Family in front of a plane

Expat Investment Problems

For many years I have been advising expats and their [...]

By cbfp_|2024-03-19T15:53:34+00:00June 10, 2020|Cross Border Financial Planning, Expatriates, Investments|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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  • 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 - 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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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

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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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