ARTICLES
ISA planning as a US connected individual
‘I didn’t realise the tax problems that my Stocks and Shares ISA in the UK would cause me. Should I get rid of it and [...]
Tax efficient Investing for American expats in the UK
For an American expat in the UK, a UK pension can provide a solution to meet the tricky objective of tax efficient investing. For a [...]
UK Pension Planning for British Expats in America
The Downfalls: When the British Government are creating ideas of how to raise extra revenue, pensions will be somewhere in the top one of that [...]
US Citizen Investing in the UK
“I have just inherited some money in the UK and I would like to know what my investment options are?” “I have just sold my [...]
PFICs – Passive Foreign Investment Companies
What is a Passive Foreign Investment Company (PFIC)? A foreign corporation qualifies as PFIC if 75 percent plus of foreign (Non-US) corporations’ gross income is [...]
Australians moving to the UK – Three Financial Considerations
For many Australians a stint living and working in the UK is often considered as a universal goal. It has become more difficult recently, however, [...]
Brit moving to Australia? Four things to know before you go.
The prospect of beach BBQs, surfing and a generally laid-back culture may have prompted your decision to move to Australia. You will undoubtedly have researched [...]
Charity & Fundraising
Cross Border Literature
An introduction to our UK / US cross border financial planning service
An introduction to our UK / Australia cross border financial planning service
Cross Border – Resources
Cross Border Financial Planning is not responsible for the content of the linked sites.
- UK State Pension – https://www.gov.uk/check-state-pension
- UK Government Pension Tracing – https://www.gov.uk/find-pension-contact-details
- US Social Security – https://www.ssa.gov/planners/calculators/
- Australian Super and Age Pension – https://moneysmart.gov.au/retirement-income/super-and-pension-age-calculator
- South African Old age pension – https://www.gov.za/services/social-benefits-retirement-and-old-age/old-age-pension
- Canadian Public pensions – https://www.canada.ca/en/services/benefits/publicpensions.html
- New Zealand Superannuation – https://www.workandincome.govt.nz/eligibility/seniors/index.html
- Mental Health UK – Mental health and money : Mental Health & Money Advice (mentalhealthandmoneyadvice.org)
- Age UK – Age UK | The UK’s leading charity helping every older person who needs us
- Office of the Public Guardian – Office of the Public Guardian – GOV.UK (www.gov.uk)
Please be aware that by clicking onto the above links you are leaving the Cross Border Financial Planning website. Please note that Cross Border Financial Planning is not responsible for the accuracy of the information contained within the linked sites accessible from this page.
