British Expats - Moving pension funds back to the UK

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British Expats (https://britishexpats.com/forum/)

- Moving back or to the UK (https://britishexpats.com/forum/moving-back-uk-61/)

- - Moving pension funds back to the UK (https://britishexpats.com/forum/moving-back-uk-61/moving-pension-funds-back-uk-917527/)

Sally Redux

Sep 20th 2018 10:10 pm

Moving pension funds back to the UK

Hi there to anyone who remembers me from the old days :)

I'm looking for recommendations for a tax specialist with experience of moving pension funds from the US to the UK.

Thank you!!

spouse of scouse

Sep 20th 2018 11:17 pm

Re: Moving pension funds back to the UK

Quote:

Originally Posted by Sally Redux (Post 12566040)

Hi there to anyone who remembers me from the old days :)

I'm looking for recommendations for a tax specialist with experience of moving pension funds from the US to the UK.

Thank you!!

No idea of the answer to your question but welcome back, it's lovely to see you posting again :)

Sally Redux

Sep 20th 2018 11:39 pm

Re: Moving pension funds back to the UK

Quote:

Originally Posted by spouse of scouse (Post 12566062)

No idea of the answer to your question but welcome back, it's lovely to see you posting again :)

Aww thanks Spouse. Hope you're well x

spouse of scouse

Sep 21st 2018 12:28 am

Re: Moving pension funds back to the UK

Quote:

Originally Posted by Sally Redux (Post 12566079)

Aww thanks Spouse. Hope you're well x

All good ta. I've joined the ping-pong crowd - I loved living in the UK but scouse didn't settle well, so we decided to move back to Oz. I've told him if he changes his mind again, he's on his own :lol: Hope all's good with you too Sally.

Sally Redux

Sep 21st 2018 3:18 am

Re: Moving pension funds back to the UK

Quote:

Originally Posted by spouse of scouse (Post 12566102)

Haha! Sounds good. Yes I'm doing fine. Even complaining about the weather LOL.

Lion in Winter

Sep 21st 2018 4:58 am

Re: Moving pension funds back to the UK

Quote:

Originally Posted by Sally Redux (Post 12566040)

Hi there to anyone who remembers me from the old days :)

I'm looking for recommendations for a tax specialist with experience of moving pension funds from the US to the UK.

Thank you!!

Don't know a damn thing about pensions, but hello.

The Little Lion has just started at Portsmouth Uni. How are you?

Sally Redux

Sep 21st 2018 5:01 am

Re: Moving pension funds back to the UK

Quote:

Originally Posted by Lion in Winter (Post 12566197)

Don't know a damn thing about pensions, but hello.

The Little Lion has just started at Portsmouth Uni. How are you?

Hello! I'm good thanks :)

Wow well done to the Little Lion! How are you getting on?

Lion in Winter

Sep 21st 2018 5:35 am

Re: Moving pension funds back to the UK

Quote:

Originally Posted by Sally Redux (Post 12566198)

Hello! I'm good thanks :)

Wow well done to the Little Lion! How are you getting on?

Bad case of empty nest syndrome. Need to get that move back in gear.

Sally Redux

Sep 21st 2018 10:09 pm

Re: Moving pension funds back to the UK

Quote:

Originally Posted by Lion in Winter (Post 12566208)

Bad case of empty nest syndrome. Need to get that move back in gear.

Empty nest has been harder than I thought it would be too. Good luck with your plans x

lf1	Sep 23rd 2018 4:39 am

Re: Moving pension funds back to the UK

Quote:

Originally Posted by Sally Redux (Post 12566040)

Hi there to anyone who remembers me from the old days :)

I'm looking for recommendations for a tax specialist with experience of moving pension funds from the US to the UK.

Thank you!!

Hi Sally,

I have used KIERAN LYNCH FCA, FCCA, CTA. CHARTERED ACCOUNTANT AND CHARTERED TAX ADVISER, Alsager Cheshire since my return from Canada. He has been very helpful in preparing our uk tax returns and providing advice on how to transfer our Cdn pension investments. He also has experience in US taxes. Best of luck.

Sally Redux

Sep 23rd 2018 7:59 am

Re: Moving pension funds back to the UK

Quote:

Originally Posted by lf1 (Post 12566868)

Thank you so much! Very helpful!

Vadio

Sep 23rd 2018 7:48 pm

Re: Moving pension funds back to the UK

Just for fun - in case I need him (and he is close by) - I clicked on the link. Here's where I ended up: www.lynch.pro. Is this the same person?

lf1	Sep 23rd 2018 8:48 pm

Re: Moving pension funds back to the UK

Quote:

Originally Posted by Vadio (Post 12567136)

Just for fun - in case I need him (and he is close by) - I clicked on the link. Here's where I ended up: www.lynch.pro. Is this the same person?

Thatâ€™s the person that I use. He is not close to me so everything has been done over the phone and email and it has all worked out well. Trying to find an accountant that had UK and Canadian experience was like trying to find a needle in a haystack. I found him on this forum (recommended by someone else) and I am so glad that I did. ðŸ˜Š

robin1234

Sep 26th 2018 12:30 am

Re: Moving pension funds back to the UK

Quote:

Originally Posted by Sally Redux (Post 12566040)

Hi there to anyone who remembers me from the old days :)

I'm looking for recommendations for a tax specialist with experience of moving pension funds from the US to the UK.

Thank you!!

Hey Sally. So far I keep my head in the sand re money, tax, pensions and all that grown-up stuff so I'd be no help! Good to see you around though

Cape Blue

Sep 26th 2018 2:09 am

Re: Moving pension funds back to the UK

Quote:

Originally Posted by Sally Redux (Post 12566040)

Hi there to anyone who remembers me from the old days :)

I'm looking for recommendations for a tax specialist with experience of moving pension funds from the US to the UK.

Thank you!!

Hey Sally, good to see you.

I'm going to need this too in a few years time - so post back here if you do find someone good for USA to UK - I've got a 401K and the SS WEP thing all looks a bit ugly.

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