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Forum: USA

Dec 28th 2017, 4:29 pm

Replies: 112

Views: 64,018

Posted By RGSF2001

Re: UK Pensions related to UK/US Tax Treaty

Thanks for this. But doesn't that take me right back to the problem that occupies so much of this forum re whether the lump sum is taxable by IRS?
-it seems the majority feel it is.

Forum: USA

Dec 28th 2017, 1:55 am

Replies: 112

Views: 64,018

Posted By RGSF2001

Re: UK Pensions related to UK/US Tax Treaty

I am trying to organize my pension affairs in UK. I have lived in US since 2001 and a US citizen since 2016.
I am thinking to gift my UK personal pension lump sum to my mother who is British and...

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