British Expats - Search Results

Search: Posts Made By: SouthCarolinaAdvisor

Showing results 1 to 4 of 4
Search took 0.01 seconds.

Forum: USA

Oct 21st 2010, 12:54 pm

Replies: 15

UK Pensions question

Views: 9,354

Posted By SouthCarolinaAdvisor

Re: UK Pensions question

Would these rules apply to an annuity too?

My client has an annuity with the Equitable Assurance Company "with-profits class" where he is listed as Grantee & Annuitant
- funded with single...

Forum: USA

Oct 20th 2010, 7:59 pm

Replies: 2

Equitable Assurance Annuity

Views: 565

Posted By SouthCarolinaAdvisor

Equitable Assurance Annuity

Hello,

If you annuitize an Equitable retirement annuity / pension contract and live in the States is the British tax-free income taxable in the States?

Forum: USA

Feb 24th 2010, 1:17 pm

Replies: 2

UK Social Security & Pension Survivor Benefits

Views: 4,500

Posted By SouthCarolinaAdvisor

Re: UK Social Security & Pension Survivor Benefits

Yes, the UK Pension. Thanks for the quick reply.

Forum: USA

Feb 24th 2010, 12:49 pm

Replies: 2

UK Social Security & Pension Survivor Benefits

Views: 4,500

Posted By SouthCarolinaAdvisor

UK Social Security & Pension Survivor Benefits

Hi all,

I have a British client that is currently receiveing ~$700/mth from UK SS/Pension benefits. His spouse who is American is receiving a $40/mth. Upon the British clients death, will the...

Showing results 1 to 4 of 4