Cross-Border Planning Moving to the UK: The Foreign Income and Gains Regime for US Expats and Returning UK Citizens February 4, 2026 - In April 2025, the UK replaced the long-standing remittance basis regime with a new foreign income and gains (FIG) regime. The shift moves the UK… Andrejs Pilajevs, Senior Principal
Cross-Border Planning A Comprehensive Guide for U.S. Expats in France October 28, 2025 - Few countries capture the imagination quite like France. From sipping coffee at a Parisian café to cycling through Bordeaux’s vineyards to retiring under the Provençal… Andrejs Pilajevs, Senior Principal
Cross-Border Planning Financial Pitfalls for Anglo-American Couples October 13, 2025 - When one spouse is American and the other is British, taxes, investments, and long-term planning can quickly become a high-stakes enterprise. Living together, whether in… Jon Wingent, Principal
Cross-Border Planning Portugal for U.S. Expats July 2, 2025 - This Insight examines the key considerations for U.S. expats considering a move to Portugal, whether as full-time retirees, part-time residents, digital nomads, or investors seeking… Andrejs Pilajevs, Senior Principal
Cross-Border Planning A Personal Finance Guide for U.S. Expats Living in Germany March 26, 2025 - Living in Germany as a U.S. citizen comes with unique financial challenges. This guide covers key topics, including cross-border planning, investment strategies, retirement accounts, and… Andrejs Pilajevs, Senior Principal
Cross-Border Planning Tax Issues Facing U.S. Citizens Abroad January 30, 2025 - Living overseas seems glamorous and often leads to personal and professional enrichment, but then there are the taxes. The U.S. tax system is more complicated… Andrew Fisher, Partner
Cross-Border Planning What to Know About IRAs and Roth IRAs When Living Abroad December 22, 2023 - Navigate IRAs and Roth IRAs for US Expats living abroad with Cerity Partners. Understand tax implications, strategic contributions, and the role of tax treaties in… Andrejs Pilajevs, Senior Principal
Cross-Border Planning Tax Challenges Facing Foreign Citizens in the U.S. March 29, 2023 - Foreign professionals are coming into the United States to work more than ever, and generally we all benefit. However, these incoming workers need to understand… Andrew Fisher, Partner
Cross-Border Planning Living a Jet-Setter Retirement March 14, 2023 - Are you planning for a jet-set retirement? Or are you already spending part of the year abroad? If so, Cerity Partners can help you navigate… Andrew Fisher, Partner
Cross-Border Planning Receiving an Inheritance From Abroad: Special Considerations for U.S. Taxpayers January 10, 2023 - Under most circumstances, inheriting assets is a complex process. It becomes even more intricate when it involves a non-U.S. person or international component (nonresident alien)… Frederic Behrens, Partner
Cross-Border Planning Guide to Financial Planning for Non-U.S. Citizens Living in the United States January 9, 2023 - Those living (or soon to be living) in the United States on a green card or U.S. employment visa face many financial, tax and legal… Frederic Behrens, Partner
Cross-Border Planning Wells Fargo U.S. Expat Brokerage Account Closure January 3, 2023 - At the beginning of 2021, Wells Fargo announced a reduction in service for international clients. The most impacted customers include U.S. citizens living abroad, green… Frederic Behrens, Partner
Cross-Border Planning Retire in Italy? A New 7% Flat Tax May Incentivize U.S. Citizens Looking to Retire Abroad December 24, 2022 - The idea of living abroad has gained in popularity for many U.S. citizens as they plan for how to spend their retirement years. Italy, an… Anthony Rosetti, Principal
Cross-Border Planning Investing as an American Expat December 23, 2022 - Numerous factors, such as changing U.S. tax laws and expat brokerage account restrictions, have made American expat investing increasingly difficult. Fortunately, American expat financial planning… Frederic Behrens, Partner
Cross-Border Planning The Importance of U.S.-Listed and U.K. Reporting Funds for U.S. Taxpayers in the United Kingdom December 14, 2022 - U.S. taxpayers living in the United Kingdom must carefully understand the impact of U.S. and U.K. tax laws on their investment portfolio. From a U.S.… Frederic Behrens, Partner
Estate Planning Integrating Opportunity Zone Investments and Estate Planning February 20, 2026 - As part of the Opportunity Zone program, Qualified Opportunity Funds can provide significant financial and tax benefits. At the same time, owners of these funds…
Cerity Partners Welcomes Verus Investments, Expanding Its Offering to Institutional and Wealth Clients February 11, 2026 - Cerity Partners announced a merger with Verus Investments, a leading institutional investment consulting firm with approximately $1.2 trillion in client assets. The combined firm will…
Economic and Market Outlooks Video: February 2026 Economic and Market Outlook February 3, 2026 - With January in the rearview mirror, Partner and Chief Markets Strategist Jim Lebenthal weighs the influence of positive market and economic forces, such as stimulus…