Financial insights for U.S. Expats living and working in Europe.
What is Currency Risk (and How Can U.S. Expats Manage It?)
Expats have special considerations around foreign currency risk management due to their globally mobile lifestyle. In this article, we break down FX risk, addressing primary concerns and, broadly, how to navigate this complex landscape.
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Strategic Expat Retirement Planning for US Pension Account Holders
Planning for retirement as a U.S. taxpayer comes with layered financial and cross-border considerations.
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International Estate Planning for Americans Living Abroad
US citizens residing in Europe must consider the potential for estate and inheritance tax exposure by both the European country as well as the United States. This means making a targeted evaluation between the US and the tax jurisdiction in which you reside, ideally hand-in-hand with a qualified professional who can help you design a custom plan for you and your future.
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Family Financial Planning for American Expats in Europe
Deciding to move abroad from the U.S. with your family is an exciting and life-changing decision, and, for high-earners, planning is especially critical.
Citizenship-based taxation means that as long as you hold a U.S. passport, you are likely required to continue filing U.S. tax returns – even when you move abroad.
What’s more, the strategies around everything, including how to file your tax return and financially plan for your future, change depending on the country you’re moving to.
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