Retirement Planning and Investing for Brits in the US and Americans in the UK

Retirement Planning and Investing for Brits in the US and Americans in the UK.

An understanding of specific UK financial planning issues and estate planning considerations both for Brits in the US and Americans in the UK.



Learning Outcomes:

1. Understand some of the specific UK country issues such as auto-enrolment, PFICs, and account opening; plus estate planning considerations of in situs assets and the UK inheritance tax limits.

2. Learn the complexities with Windfall Elimination Provision, Totalization Agreement, and their effects on retirement planning.

3. Address what individuals can and cannot do with retirement and investment accounts.

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