All you need to know about retirement planning & investing whilst living abroad as a US expat
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25Jun
2026
2026
Mastering Tax Planning as a US Expat
Living abroad as a US citizen comes with unique tax obligations, but that doesn’t mean you should be paying more than necessary. In this webinar, we’ll explore how to avoid double taxation, the common mistakes expats make with foreign income, pensions, and investments, and how IRS reporting requirements can affect your financial life overseas.
This event will provide valuable strategies to help you secure your financial future, by providing you with smart tax strategies, wherever you call home.
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About The Speakers
Daniel Lattimer
Daniel Lattimer is a Senior Independent Financial Adviser at SJB Global and SJB US, specialising in holistic, fee-based financial planning for international clients and UK-linked expats, with a focus on pensions, cross‑border tax, and retirement planning.
Matthew Quinn
Matthew Quinn is an Expat Financial Advisor and Senior Financial Planner at SJB Global and SJB US, specialising in international pension restructuring, post‑Brexit financial planning, and inflation‑proofed, fee‑based investment solutions for expats worldwide.