Retiring in the United States?

What every British expat needs to know about retiring in the USA

Planning your retirement across two tax systems is rarely straightforward

If you’re a British expat living in the US, the path to retirement is complex. The UK and US have conflicting pension rules, tax regimes, reporting obligations, and estate planning laws.

This useful guide explains how to:

Manage pensions and investments held in both countries
Avoid common tax mistakes and double taxation
Structure your income efficiently in retirement
Plan for UK Inheritance Tax and US Estate Tax

Whether you’re 10 years from retirement or already drawing income, now is the time to get the structure and strategy right.

Download your free guide today

FREE Guide

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Alexander Peter US LLC is a marketing name used in the United States and its advisors offers investment and financial advisory services through Amerity Wealth Management, LLC (AMW), a registered investment adviser with the Securities and Exchange Commission (SEC). SEC number: 801-127745, CRD number: 322265. Registration with the SEC does not imply a certain level of experience or education and does not mean the SEC approves or endorses Amerity Wealth Management, LLC.

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