Bright!Tax US Expat Tax Blog

How to Invest in Canada as a U.S. Citizen

Investment jar with coins and a growing tree, representing long-term business and wealth management strategies.

Living in Canada as a U.S. expat opens the door to new investment opportunities—whether you’re interested in real estate, mutual funds, or starting a business. Canada’s stable economy, close ties to the U.S., and diverse markets make it an appealing place to invest, but U.S. expats need to navigate a unique set of legal, tax, […]

The UK Tax Residence Test Explained for U.S. Citizens

Young woman smiling after a successful mobile transaction—embracing modern banking, finances, and taxes in the UK.

Navigating life as a U.S. expat in the UK brings many exciting opportunities—and a few complex tax questions. One of the most important is understanding your UK tax residence status. Whether you’re planning a move, already living in the UK, or splitting your time between countries, knowing how the UK determines tax residency is crucial. […]

What Is Modified Adjusted Gross Income (MAGI)? A Guide for Expats

Most Americans know basic tax concepts and terminology, like income, credits, deductions, and exclusions. Phrases like modified adjusted gross income (MAGI), on the other hand, aren’t always as well known. If you’re not familiar with MAGI, it can benefit you to read up on the concept. After all, understanding your MAGI can help you reduce […]

How the U.S.–UK Pension Tax Treaty Helps (or Hurts) Your Retirement

Young woman smiling after a successful mobile transaction—embracing modern banking, finances, and taxes in the UK.

Navigating retirement as a U.S. expat in the UK—or with UK pension assets—can feel like walking a tightrope. The U.S.–UK Pension Tax Treaty is designed to help, but it can also create unexpected challenges. Understanding how the U.S.–UK Pension Tax Treaty works is essential for making informed decisions, avoiding double taxation, and maximizing your hard-earned […]

Canada Tax Residency: How It’s Decided—and Why It Matters

A professional woman is sorting through tax documents, highlighting her role in tax preparation and analysis in a contemporary office setting.

Navigating taxes as a US expat in Canada can feel overwhelming, especially when it comes to understanding Canada tax residency rules. Whether you’re planning a move, already living north of the border, or splitting your time between both countries, knowing how Canada determines tax residency is crucial. It impacts not only your Canadian tax obligations […]

Investing in the UK as a Foreigner: Rules, Risks, and Returns

Smiling professionals reviewing financial data on a tablet—collaborating on business and wealth management UK strategies.

If you’re a U.S. citizen living in the UK, you may be wondering what the rules are for investing in the UK as a foreigner. While there are many opportunities, the path is not always straightforward. Between U.S. tax laws, UK regulations, and the unique challenges of cross-border investing, it’s easy to feel overwhelmed. Let’s […]

Moving to the UK with Kids? These Are the Best UK Schools to Know

Young family playing on the living room floor, enjoying the everyday moments of raising a family UK style.

Moving to the UK as an American family brings a world of new experiences—and one of the most important decisions you’ll make is choosing the right school for your child. With so many options, finding the best UK schools for international students can feel overwhelming. Whether you’re seeking a familiar American curriculum, a traditional British […]

Can Americans Buy Property in Portugal—and Should They?

Business and wealth management in Portugal

The answer is a resounding yes—but as with any major financial decision, there’s a lot to consider before taking the plunge. From legal rights and banking requirements to taxes, hidden fees, and the realities of the Portuguese property market, this guide will walk you through everything you need to know. Whether you’re seeking a vacation […]