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Moving pension funds back to the UK

 
Old Sep 21st 2018, 10:10 am
  #1  
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Default 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!!
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Old Sep 21st 2018, 11:17 am
  #2  
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Default Re: Moving pension funds back to the UK
Originally Posted by Sally Redux View Post
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
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Old Sep 21st 2018, 11:39 am
  #3  
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Default Re: Moving pension funds back to the UK
Originally Posted by spouse of scouse View Post
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
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Old Sep 21st 2018, 12:28 pm
  #4  
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Default Re: Moving pension funds back to the UK
Originally Posted by Sally Redux View Post

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 Hope all's good with you too Sally.
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Old Sep 21st 2018, 3:18 pm
  #5  
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Default Re: Moving pension funds back to the UK
Originally Posted by spouse of scouse View Post
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 Hope all's good with you too Sally.
Haha! Sounds good. Yes I'm doing fine. Even complaining about the weather LOL.
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Old Sep 21st 2018, 4:58 pm
  #6  
 
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Default Re: Moving pension funds back to the UK
Originally Posted by Sally Redux View Post
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?
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Old Sep 21st 2018, 5:01 pm
  #7  
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Default Re: Moving pension funds back to the UK
Originally Posted by Lion in Winter View Post
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?
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Old Sep 21st 2018, 5:35 pm
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Default Re: Moving pension funds back to the UK
Originally Posted by Sally Redux View Post

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.
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Old Sep 22nd 2018, 10:09 am
  #9  
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Default Re: Moving pension funds back to the UK
Originally Posted by Lion in Winter View Post
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
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Old Sep 23rd 2018, 4:39 pm
  #10  
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Default Re: Moving pension funds back to the UK
Originally Posted by Sally Redux View Post
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.
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Old Sep 23rd 2018, 7:59 pm
  #11  
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Default Re: Moving pension funds back to the UK
Originally Posted by lf1 View Post


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.
Thank you so much! Very helpful!
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Old Sep 24th 2018, 7:48 am
  #12  
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Default 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?
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Old Sep 24th 2018, 8:48 am
  #13  
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Default Re: Moving pension funds back to the UK
Originally Posted by Vadio View Post
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?
That’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. 😊
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Old Sep 26th 2018, 12:30 pm
  #14  
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Default Re: Moving pension funds back to the UK
Originally Posted by Sally Redux View Post
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
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Old Sep 26th 2018, 2:09 pm
  #15  
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Default Re: Moving pension funds back to the UK
Originally Posted by Sally Redux View Post
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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