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Search: Posts Made By: celticgrid
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Forum: USA
Nov 8th 2023, 9:26 pm
Replies: 11
Views: 1,172
Posted By celticgrid

Re: Annual Leave Entitlements

I'm not sure I'd describe my employer as progressive but it does offer unlimited time off. There's no sense of them expecting folks not to use it but like all time off schemes whatever the...
Forum: USA
Apr 23rd 2023, 8:26 pm
Replies: 47
Views: 3,542
Posted By celticgrid

Re: Renewing UK passport from overseas - dual citizen

To be clear, it was not the UK financial folks who had any issues, it was the NY state notaries. The UK folks were asking for these notarized copies. The notaries would not notarize copies of...
Forum: USA
Apr 23rd 2023, 1:18 pm
Replies: 47
Views: 3,542
Posted By celticgrid

Re: Renewing UK passport from overseas - dual citizen

Yes, as per post above, they will not notaries official documents. But the same notary, a couple of weeks later, was happy to notarize my signature on a form for the providers a UK-based...
Forum: USA
Apr 23rd 2023, 1:16 pm
Replies: 47
Views: 3,542
Posted By celticgrid

Re: Renewing UK passport from overseas - dual citizen

Ditto NY. I recently was asked to provide, to a UK financial institution, a certified copy of my passport and driving license. I then discovered that notaries in NY will not do this because it is...
Forum: USA
Feb 20th 2023, 7:25 pm
Replies: 21
Views: 1,592
Posted By celticgrid

Re: Tax Reporting Pension Income

Yes. Indeed. That would be the way to do it. If the foreign country in question was the UK ;)
Forum: USA
Feb 20th 2023, 5:28 pm
Replies: 21
Views: 1,592
Posted By celticgrid

Re: Tax Reporting Pension Income

Ditto for the NY situation.

I also have a foreign tax credit claimed against the foreign pension so have always felt it better to separately identify the pension income against which the foreign...
Forum: USA
Feb 7th 2023, 1:05 am
Replies: 11
Views: 1,019
Posted By celticgrid

Re: Process of claiming UK state pension

Thanks to all who have responded. Great information from you.

As said, I'm a tad ahead on this so need to let some weeks pass before I get within the 4 months lead-time. I assume the office /...
Forum: USA
Feb 6th 2023, 4:59 pm
Replies: 11
Views: 1,019
Posted By celticgrid

Re: Process of claiming UK state pension

Were you able to provide banking details to them as part of that phone call?
Forum: USA
Feb 6th 2023, 4:58 pm
Replies: 11
Views: 1,019
Posted By celticgrid

Re: Process of claiming UK state pension

Thank you for responding. A telephone call versus a 20+ page form? Sounds too good to be true. However, I think a slow, steady attack on the form should be possible now hearing that they seem to...
Forum: USA
Feb 6th 2023, 4:46 pm
Replies: 11
Views: 1,019
Posted By celticgrid

Re: Process of claiming UK state pension

Thanks for the response. It is indeed primarily all the details of time in and out of the UK, employer addresses (some of which no longer exist) and payroll references, long ago dates, etc. My...
Forum: USA
Feb 6th 2023, 3:42 pm
Replies: 11
Views: 1,019
Posted By celticgrid

Process of claiming UK state pension

In a few months I shall be eligible and wanting to claim my UK state pension. I'm all set on qualification matters, been paying NI type 2, etc. My question is about the actual process of claiming....
Forum: USA
Nov 18th 2022, 4:52 pm
Forum: USA
Nov 11th 2022, 12:52 pm
Replies: 87
Views: 11,154
Posted By celticgrid

Re: Moving to America and very worried.

Absolutely. Especially ignore everything you've read online on this site because unlike you the folks here have been to the US and have interacted with Americans. Definitely not the sort of people...
Forum: USA
Nov 3rd 2022, 1:11 pm
Replies: 4
Views: 2,212
Posted By celticgrid

Re: Paying tax on UK premium bonds

This.

My experience...as soon as the NS&I know you are in the US they will require you to cash in the bonds.
Jun 20th 2022, 9:59 pm
Replies: 10
Views: 1,483
Posted By celticgrid

Re: What is the correct term for this

Sigh.

Hopefully someone else can help...that's my limit reached...

Good luck!
Jun 20th 2022, 8:14 pm
Jun 13th 2022, 6:57 pm
Jun 13th 2022, 5:27 pm
Replies: 12
Views: 1,326
Posted By celticgrid

Re: UK Child Benefit Problem......

Apart from the UK Child Benefit issue there will probably be FATCA and US tax return issues to resolve.
Forum: USA
May 31st 2022, 2:58 pm
Replies: 6
Views: 546
Posted By celticgrid

Re: Private Pension from Isle of Man

Absolutely. I claim the foreign tax credit. That doesn't necessarily balance the books - for whatever reason I don't get 100% FTC and I have a growing carry-over balance which at least is good for, I...
Forum: USA
May 30th 2022, 8:49 pm
Replies: 6
Views: 546
Posted By celticgrid

Re: Private Pension from Isle of Man

That's correct. I have an occupational pension from employment on the Isle of Man. The IOM taxes it at 20% and the full monthly amount (before taxes are taken) is declared as pension income to the...
Forum: USA
May 18th 2022, 5:01 pm
Replies: 41
Views: 4,889
Posted By celticgrid

Re: US/UK dual taxation treaty and pension income

In my more recent experience a small change to the process...The IRS send the necessary paperwork to the Inland Revenue (copy to you) directly. I did not need to receive a certificate from the IRS...
Forum: USA
Aug 19th 2021, 5:44 pm
Replies: 15
Views: 1,043
Posted By celticgrid

Re: Life and critical illness cover with UK provider

Substitute "Aviva" for "Legal & General" and you have described our experience. No problems at all just continuing with the existing policy.
Forum: USA
Aug 4th 2021, 11:02 pm
Replies: 2
Views: 418
Posted By celticgrid

Re: Norwood (Boston): Where to live?

Thank you. The more I look, the more opportunities he seems to have!
Aug 4th 2021, 9:31 pm
Replies: 16
Views: 2,057
Posted By celticgrid

Re: USA passport renewal timeline

12 weeks, to the day, for a straightforward adult renewal. The timelines do not appear to be shortening...
Showing results 1 to 25 of 1000
 


 
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