About this event
As the year draws to a close, it’s the perfect time for UK expatriates living in the United States to review their financial strategies. In this webinar, our expert Financial Advisors will cover key year-end considerations, from tax planning and investment adjustments to pension and currency strategies, helping you make informed decisions before 2025 begins. Whether you’ve recently moved or have been in the US for years, this session will provide actionable insights to optimize your cross-border finances.
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Born and raised in England, Ben is now a U.S Permanent Resident living in New Jersey. Ben currently holds U.S and UK licenses, a Master's degree from Montclair State University, and has ten years of financial services experience. Ben also uses his personal experiences to help fellow expats.
We are experts in providing cross-border financial planning and investment management services to individuals and households in the UK and the US.