Wealth planning for US expats

Wealth planning can be prove challenging for all clients, not least those looking to move across the Atlantic. With a unique taxation system and a complex political climate, there are plenty of considerations for US citizens looking to relocate. Katie Royals, managing editor at PAM Insight, speaks to Swaati Osborne, head of wealth planning, and Amy Hill, wealth manager, both at LGT Wealth Management US, about how you can plan effectively for the benefit of clients. This podcast is for information purposes only and does not constitute investment, tax or any other type of advice and should not be construed as such. The views expressed herein do not necessarily reflect the views of LGT Wealth Management US Limited as a whole or any part thereof. All investments involve risk and may lose value. Your capital is always at risk. Information about potential tax benefits is based on our understanding of current tax law and practice and may be subject to change. LGT Wealth Management US Limited is Authorised and Regulated by the Financial Conduct Authority in the United Kingdom, and is a Registered Investment Adviser with the Securities & Exchange Commission in the United States.

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Wealth planning for US expats is an episode from Wealth Whispers - A PAM Insight Podcast by PAM Insight.

This episode is 20:39 long.

This episode was published on Sep 16, 2025.

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