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Retirement Planning Solutions for US Citizens Living in the UK
Events • Retirement Planning Solutions for US Citizens Living in the UK
Managing retirement assets across the US and UK can create unnecessary complexity.
Different tax systems, investment restrictions, and pension rules often mean that US citizens living in the UK need to coordinate financial, tax, and investment advice across multiple advisers.
This seminar brings together professionals from investment management, cross-border financial planning, and expatriate tax to share practical perspectives on managing retirement assets across both jurisdictions.
The session will outline key financial planning considerations for US citizens living in the UK and highlight how coordinated advice can help simplify cross-border planning.
What You Will Learn
- How US retirement accounts, such as 401(k)s and IRAs, are managed when living abroad
- Key investment considerations for US expats living in the UK
- The US and UK tax treatment of retirement assets
- Common planning mistakes and how they can be avoided
- How coordinated financial, tax, and investment advice can simplify cross-border planning
Who Should Attend
This seminar is designed for US professionals living in the UK who are managing retirement assets across both countries and want to better understand the financial planning considerations involved.
It may be particularly relevant for individuals who:
- Hold US retirement accounts such as 401(k)s or IRAs
- Are building retirement savings while living and working in the UK
- Want to better understand the interaction between US and UK tax rules
- Are seeking a clearer structure for managing retirement planning across both countries
Speakers
Jamie McNish - Hoxton Wealth
Introductory comments
Adam Liddelow - Hoxton Wealth
Cross-border financial planning guidance for internationally mobile clients
Laurence Leigh - Canaccord Genuity Wealth Management
Investment management for internationally mobile clients
Mark Funnell - Expatriate Tax Professionals
US-UK expatriate tax planning
Event Details
Location: City of London
Date: 23 June 2026
Time: 5.30 PM registration for 6 PM start
Duration: 60-minute seminar, followed by networking and drinks
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