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Welcome to Hoxton Wealth, the new home of Hoxton Capital

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Relocating from the UK to the US: Residency, Investment and Financial Planning Before the Move

Webinars • Relocating from the UK to the US: Residency, Investment and Financial Planning Before the Move

  • Relocation
  • Financial Planning
  • Investments

Moving from the UK to the United States can open up extraordinary opportunities for your family, career, or business. But it also changes the way your finances may need to be structured and managed, and the earlier you plan, the more options you have.

In this webinar, Hoxton Wealth’s Matt Dean joins Romain Ligault from Henley & Partners to walk through what to consider before making the move, covering both the US residency process and the financial planning issues that arise when UK investments, pensions, property and business interests meet US rules.

What the webinar covers:

  1. Why the US - why more internationally mobile families are considering a permanent or extended move
  2. The EB-5 route - how the investment-led US residency programme works
  3. Becoming a US tax resident - what changes financially and why it matters
  4. UK investments - why ISAs, funds and other accounts should be reviewed before you move
  5. Pensions, property and business interests - what to consider for each under US rules
  6. Estate and succession planning - why this may need to be revisited ahead of the move
  7. When to start - how residency and financial planning can work together from the outset

The session is designed for individuals and families considering a permanent or extended move to the US, including business owners, entrepreneurs and internationally mobile families.

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.

Contact Hoxton Wealth

We are available to discuss how Hoxton Wealth can help you achieve your financial goals. Together, we can help you build a brighter financial future.