Moving to the UK: a guide for US expats

Considering the move to the UK? Our guide is crafted to be your trusted resource for relocating abroad.

From opening a bank account to understanding local real estate markets, and from education planning to effectively managing your wealth across borders, each step comes with its own set of challenges. In recognition of this, we have compiled insights and strategies to address these issues.

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Learn more about the guide from our experts

The US expats guide at a glance

Amid shifting political and economic landscapes, many Americans are seeking greater stability and opportunities abroad. Our guide addresses practical considerations to help you make informed decisions and thrive in your new UK home.

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Tax planning and compliance

Have you considered your current and future tax status? 

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Investment planning

Have you planned for your investments and retirement?

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Education planning and 529 plan

How can you prepare for your education costs, banking and healthcare? 

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Real estate and planning

Does the UK property market work similarly to the US? 

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Estate planning

Will your US estate plan be accepted in the UK? 

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Other important considerations

What else should you be thinking about for your move to the UK?

Hear from our experts

Portfolio Manager Adam Morrow provides some practical examples to help guide you through the importance of structuring your investments before making the move to the UK. Whilst Wealth Manager Daniel Zeitoun explains why having a holistic wealth plan in place is key to mitigate many of the challenges you may face during your relocation.

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Structuring your investments

Pre-immigration planning, especially regarding your financial assets, will be key to avoiding unfortunate surprises later on.
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The benefits of a coordinated wealth plan

Americans moving to the UK need to consider the mismatch in tax rates, currency, investments and savings vehicles before making the move.

About the authors

The LGT Wealth Management US team has extensive experience gained at some of the world’s leading financial institutions. 

Wealth Manager

Daniel Zeitoun

Originally from the Washington D.C area, Daniel joined LGT in 2022 to support the team’s Wealth Planning proposition and US connected private clients.

Adam Morrow
Senior Portfolio Manager

Adam Morrow

Adam is a Senior Portfolio Manager at LGT where he manages discretionary portfolios for US connected clients.