60 acast.com Expats Unpacked https://feeds.acast.com/public/shows/expatsunpacked en Robert Hallums expats,experts for expats,finance,pensions,international living,property,mortgages,lifestyle,global,british expats,american expats,tax,tax planning Robert Hallums Exploring expat life with trusted experts, expat stories, hints and tips Brought to you by Experts for Expats


Whether you're navigating international tax rules, adjusting to life in a new country, or wondering how to buy property overseas, Expats Unpacked helps you understand and overcome the challenges and opportunities that come with expat life.


Each episode is recorded as if you're just overhearing a conversation and is hosted by Robert Hallums, founder of Experts for Expats. Sometimes you will join us just as the conversation gets interesting. We don't over produce, what you hear is people talking freely about their expertise and experiences - without any filters.


Expats Unpacked features practical guidance and interviews with our trusted experts covering relocation, tax, property, pensions, finance, culture shock, and more.


If you’ve moved abroad or are planning to, we’re here to help you unpack the important stuff, giving you the confidence to live your best life, free from the stresses and costs that come from living abroad.

Hosted on Acast. See acast.com/privacy for more information.

]]> Brought to you by Experts for Expats


Whether you're navigating international tax rules, adjusting to life in a new country, or wondering how to buy property overseas, Expats Unpacked helps you understand and overcome the challenges and opportunities that come with expat life.


Each episode is recorded as if you're just overhearing a conversation and is hosted by Robert Hallums, founder of Experts for Expats. Sometimes you will join us just as the conversation gets interesting. We don't over produce, what you hear is people talking freely about their expertise and experiences - without any filters.


Expats Unpacked features practical guidance and interviews with our trusted experts covering relocation, tax, property, pensions, finance, culture shock, and more.


If you’ve moved abroad or are planning to, we’re here to help you unpack the important stuff, giving you the confidence to live your best life, free from the stresses and costs that come from living abroad.

Hosted on Acast. See acast.com/privacy for more information.

]]> false Robert Hallums robert@expertsforexpats.com 68554bf58d560ebfbbe39371 expatsunpacked episodic https://assets.pippa.io/shows/68554bf58d560ebfbbe39371/1750429091065-12a0014d-1dca-4a08-ae07-8f947cb647f5.jpeg https://feeds.acast.com/public/shows/expatsunpacked Expats Unpacked Investing as an American in the UK Investing as an American in the UK Wed, 20 Aug 2025 15:00:57 GMT 53:46 68a5e329e2f63983a7af9e65 false https://www.expertsforexpats.com/advice/expat-money-and-finance/investing-as-an-american-expat-in-the-uk-faq 68a5e329e2f63983a7af9e65 68554bf58d560ebfbbe39371 ISAs, Pensions, Property, Tax... and more full 2 Thinking about investing as an American living in the UK?


You’re not alone, but it's not simple.


In this episode of Experts for Expats: Unpacked, host Robert Hallums speaks with US-UK cross-border experts Patrick Mulhern (Tanager Wealth Management) and Scott Wickham (Tax Advisory Partnership) about the biggest questions American expats face when it comes to investing, taxes, and pensions while living abroad.


Overview of topics covered:

  • Can you invest in a Cash ISA or Stocks & Shares ISA as an American?
  • What is a PFIC—and why should you be cautious?
  • How to approach pensions and 401ks across borders
  • UK property: a smart option or a tax trap?
  • What happens if you put assets in your British partner’s name?
  • Should you consider renouncing US citizenship?


If you're feeling overwhelmed by rules, regulations, and restrictions, this episode will help you understand the risks—and the opportunities.


Subject Timeline

  • 00:00 - Introduction and context
  • 02:15 - Can Americans invest in Cash ISAs?
  • 04:30 - The pitfalls of Stocks & Shares ISAs (PFIC rules)
  • 09:00 - What are HMRC Reporting Funds?
  • 12:30 - Why most advisors can’t help Americans in the UK
  • 17:25 - What should younger US expats do with their savings?
  • 25:00 - Do I need to file a US tax return if I live in the UK?
  • 28:20 - Is UK property a smart investment for Americans?
  • 34:45 - Can I put everything in my UK spouse’s name?
  • 37:30 - Junior ISAs and children with US citizenship
  • 41:00 - Taxation of UK pensions and US 401ks
  • 49:00 - Is giving up US citizenship ever a good idea?
  • 58:00 - Final thoughts and summary

Hosted on Acast. See acast.com/privacy for more information.

]]> Thinking about investing as an American living in the UK?


You’re not alone, but it's not simple.


In this episode of Experts for Expats: Unpacked, host Robert Hallums speaks with US-UK cross-border experts Patrick Mulhern (Tanager Wealth Management) and Scott Wickham (Tax Advisory Partnership) about the biggest questions American expats face when it comes to investing, taxes, and pensions while living abroad.


Overview of topics covered:

  • Can you invest in a Cash ISA or Stocks & Shares ISA as an American?
  • What is a PFIC—and why should you be cautious?
  • How to approach pensions and 401ks across borders
  • UK property: a smart option or a tax trap?
  • What happens if you put assets in your British partner’s name?
  • Should you consider renouncing US citizenship?


If you're feeling overwhelmed by rules, regulations, and restrictions, this episode will help you understand the risks—and the opportunities.


Subject Timeline

  • 00:00 - Introduction and context
  • 02:15 - Can Americans invest in Cash ISAs?
  • 04:30 - The pitfalls of Stocks & Shares ISAs (PFIC rules)
  • 09:00 - What are HMRC Reporting Funds?
  • 12:30 - Why most advisors can’t help Americans in the UK
  • 17:25 - What should younger US expats do with their savings?
  • 25:00 - Do I need to file a US tax return if I live in the UK?
  • 28:20 - Is UK property a smart investment for Americans?
  • 34:45 - Can I put everything in my UK spouse’s name?
  • 37:30 - Junior ISAs and children with US citizenship
  • 41:00 - Taxation of UK pensions and US 401ks
  • 49:00 - Is giving up US citizenship ever a good idea?
  • 58:00 - Final thoughts and summary

Hosted on Acast. See acast.com/privacy for more information.

]]> Italian lakes vs Italian cities Italian lakes vs Italian cities Thu, 19 Jun 2025 23:00:00 GMT 25:44 685557868d560ebfbbe92f9c false https://www.expertsforexpats.com 685557868d560ebfbbe92f9c 68554bf58d560ebfbbe39371 How to choose where to buy? full 1 1 In "Italian lakes vs Italian cities: Choosing where to live in Italy", Robert and Daniel discuss the beauty of Lake Iseo and the appeal of living in Milan versus the Italian lakeside lifestyle.


They delve into the property market in Italy, focusing on the buying process, renovation needs and the importance of understanding local regulations when making decisions over which property to buy.


Daniel shares his insights and expertise around Italian property and explores the significance of visiting Italy to truly appreciate the environment before making a purchase.


In this episode...

00:00 - Exploring Lake Iseo: Just an hour from Milan

02:52 - Choosing between city and lake living

06:00 - The property buying process in Italy

09:02 - Renovation projects in Italy and property types

11:53 - Navigating Italian property regulations and local challenges

17:53 - How professionals experience can help

20:47 - Taking the first step: Planning your visit


Subjects

Italian lakes, Lake Iseo, property buying, Milan, city living, renovation, Italian real estate, travel to Italy, lake living, property regulations




Hosted on Acast. See acast.com/privacy for more information.

]]> In "Italian lakes vs Italian cities: Choosing where to live in Italy", Robert and Daniel discuss the beauty of Lake Iseo and the appeal of living in Milan versus the Italian lakeside lifestyle.


They delve into the property market in Italy, focusing on the buying process, renovation needs and the importance of understanding local regulations when making decisions over which property to buy.


Daniel shares his insights and expertise around Italian property and explores the significance of visiting Italy to truly appreciate the environment before making a purchase.


In this episode...

00:00 - Exploring Lake Iseo: Just an hour from Milan

02:52 - Choosing between city and lake living

06:00 - The property buying process in Italy

09:02 - Renovation projects in Italy and property types

11:53 - Navigating Italian property regulations and local challenges

17:53 - How professionals experience can help

20:47 - Taking the first step: Planning your visit


Subjects

Italian lakes, Lake Iseo, property buying, Milan, city living, renovation, Italian real estate, travel to Italy, lake living, property regulations




Hosted on Acast. See acast.com/privacy for more information.

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