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Moving (or already moved) to the US? Don’t overlook this
Webinars • Moving (or already moved) to the US? Don’t overlook this
If you’re living in - or planning a move to - the United States, your financial world is about to change.
What works well in the UK doesn’t always translate once you’re dealing with a different system, different structures, and a very different approach to retirement planning.
For many British nationals, this creates a gap between how their wealth is set up… and how it actually needs to function.
We hosted a live session to help you understand where those gaps tend to appear - and what to do about them.
1What This Session Is About
- How the UK and US financial systems differ in practice
- What happens to UK pensions, ISAs, and property once you are in the US
- How US retirement planning works (including 401(k)s and IRAs)
- Where income and protection strategies, such as Fixed Indexed Annuities, may fit
- The most common mistakes Brits make when relocating
- Key considerations for building a more joined-up financial plan
If you’re already in the US - or planning to move - this is the kind of session that can help you sense-check where you stand.
Our Speakers
Matt Dean
Partner
Matt Dean has been in the finance industry for over 11 years. He has predominately been in the Forex sector, running trading floors and establishing various FX companies. He is a qualified UK financial advisor specialising in pension transfers and UK-based Investment products. He is one of the founding members of Hoxton Wealth (as Hoxton Capital Management) and is determined to continue building his honest and holistic-based approach to his network of clients.
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What To Do Next
If this session prompted reflection
For many people, the most valuable outcome of a strategic reset is clarity - understanding where you stand, and whether your current approach still fits your life today.
If you’d like to explore this further, you can book a complimentary strategic review with a member of our team.
This is a no-obligation conversation designed to:
- Sense-check alignment
- Identify gaps or drift
- Discuss whether changes are needed - or not
