Having to work with a commission-driven Expat financial advisor who isn't authorised or properly regulated to provide UK pension advice
Accepting the risk of fluctuations in the value of the sterling relative to the US dollar or other currency
Obtaining specialised pension advice from experts who are duly qualified and regulated
Few UK product suppliers who want to work with expats
Being aware of how non-UK residents are impacted by UK pension laws
Minimising tax across jurisdictions (income tax, capital gains tax, inheritance tax, and more).

DO THESE QUESTIONS SOUND FAMILIAR?

At Headway Wealth, our aim is to help British expats retire worry-free through a comprehensive retirement plan centred on their needs and wishes whilst taking into account UK and US tax rules and regulations.

Get in touch to learn how we could help you.

YOUR CROSS-BORDER RETIREMENT ROADMAP

Whether you may wish to retire early or retire abroad, you can start with a FREE, initial consultation where we’ll ask you what you want, what your current plans are and what state your UK and US pensions and investments are in.

With that information at hand we can create your Cross-Border retirement roadmap to give you a sense of your:

Retirement Opportunities – where does that balance of retirement age and pension size sit?
Retirement Age – when can you do what you want without needing to work any more
Retirement Income – literally, how much will you get on an annual basis no matter where you plan to retire and in your currency of choice

Our clients often obtain clarity and confidence through our Cross-Border Retirement Roadmap and the tools we use to help them visualise their financial future. The plan will assist in short-term tactical decisions like how and what to invest and save, how to best create income, and how to set up one's affairs tax efficiently.

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Capital at risk. Your home may be repossessed if you do not keep up with repayments. *Trusted Partner Referrals

Headway Wealth USA is an approved Blacktower Financial Management (International) Limited (BFMI) representative. Building 31, Capability House, Wrest Park, Silsoe, Bedfordshire, MK45 4HR, United Kingdom.

Headway Wealth through its advisers offers investment and financial advisory services through Blacktower Financial Management (International) Limited (BFMI), a registered investment adviser with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or education. Check the background of this firm on the Investment Adviser Public Disclosure page.

Tel: +1(737) 212-9962 I Email: USA@headwaywealthglobal.com

RETIREMENT PLANNING FOR BRITISH EXPATS

HELPING BRITISH EXPATS RETIRE HAPPIER

YOUR CROSS-BORDER RETIREMENT ROADMAP

CROSS-BORDER FINANCIAL PLANNING INSIGHTS

Thinking of moving to a country in the EU?

Duncan Raeside, Senior Financial Planner at Headway Wealth, who specialises in providing cross-border financial planning advice to Brits around the world shares how we can help those looking to move.

Expats Often Pay Too Much In Fees

Cross-Border Financial Planning I Top Financial Tips For Brits Moving To The US

NEED HELP WITH YOUR US/UK RETIREMENT PLANS?