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Search: Posts Made By: mmhendrie
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Jan 17th 2024, 5:33 am
Replies: 13
Views: 1,202
Posted By mmhendrie

Re: UK Government Gateway access

do you have a good friend or family member's device you can use just to get that bit done? I haven't use the app again, once the verification went through, that was it - don't need to use my phone...
Jan 16th 2024, 11:01 pm
Replies: 13
Views: 1,202
Posted By mmhendrie

Re: UK Government Gateway access

so, not sure if this is exactly what you need...but i did get my situation resolved. I followed this link:

https://www.gov.uk/lost-national-insurance-number

And submitted the form, via mail, to...
Oct 13th 2023, 4:12 am
Replies: 13
Views: 1,202
Posted By mmhendrie

Re: UK Government Gateway access

just to follow-up. I was finally able to get through on my third attempt of calling and spoke to someone. She was able to quickly find me in the system, but I was unable to get my NI over the phone...
Sep 26th 2023, 11:56 pm
Replies: 13
Views: 1,202
Posted By mmhendrie

UK Government Gateway access

Folks...wondering if anyone's found a way through this, I feel like i'm caught in a loop......I'm trying to work out my NI situation so I can make voluntary payments. I'm a Brit, living in the US for...
Sep 11th 2023, 9:36 pm
Replies: 7
Views: 675
Posted By mmhendrie

Re: voluntary NI contributions

thanks! Great information!!! Does anyone know what an incoming US citizen would be able to do? My wife, a USC, would be coming on a spousal visa. I assume she'd get a NI number as soon as she's...
Sep 11th 2023, 5:11 pm
Replies: 7
Views: 675
Posted By mmhendrie

Re: voluntary NI contributions

thanks! Yes, lived in the UK for most of my childhood. Would seem to me to be exceptionally generous if I did qualify for Class 2...but I was employed for the 2-3 months right up until I left the...
Sep 11th 2023, 5:31 am
Replies: 7
Views: 675
Posted By mmhendrie

voluntary NI contributions

After living in the US the last 25yrs+, I'll likely be moving back to the UK in the next 2yrs, at which point I'll be 48yrs old.

I moved to the US aged 21, right out of university. I had only...
Aug 30th 2023, 5:58 pm
Replies: 16
Views: 1,724
Posted By mmhendrie

Re: long time US resident moving back to the UK

Ok thanks - that's good info. I'm expected to get screwed on a few things, like the 529, so it'd be nice if there were some wins out there. That might be one.
Aug 30th 2023, 3:28 pm
Replies: 16
Views: 1,724
Posted By mmhendrie

Re: long time US resident moving back to the UK

ok - that's interesting. I don't suppose you remember how you were taxed on the converted portions that occurred after you became a UK resident? Was it UK income tax, or US? If it was US...did you...
Aug 30th 2023, 3:25 am
Replies: 16
Views: 1,724
Posted By mmhendrie

Re: long time US resident moving back to the UK

Were you able to go the Roth conversion(s) while living in the UK, or did that have to be done before you left the US?
-m
Aug 29th 2023, 3:12 am
Replies: 16
Views: 1,724
Posted By mmhendrie

Re: long time US resident moving back to the UK

Question on the 401k to IRA conversion. Did you look at all at doing a mega backdoor Roth IRA conversion at all? My understanding is that you would pay taxes at the initial conversion (while still a...
Aug 28th 2023, 1:09 am
Replies: 16
Views: 1,724
Posted By mmhendrie

Re: long time US resident moving back to the UK

thanks - we're not sure if we'll have jobs to go to in the UK as yet, and given a job offer could be rescinded, it looks like the straight savings if probably our best bet.

Any idea about...
Aug 27th 2023, 9:34 pm
Replies: 16
Views: 1,724
Posted By mmhendrie

Re: long time US resident moving back to the UK

thanks! Some good news on the 401k - appreciate you replying!! Yes, I think we will likely look at rolling our 401ks into a regular IRA - we have a brokerage account with Vanguard, so i'll see if...
Aug 26th 2023, 8:22 pm
Replies: 16
Views: 1,724
Posted By mmhendrie

long time US resident moving back to the UK

I posted this in the wrong forum originally...but... I am US/Brit dual citizen, 25yrs living in the States, originally from UK. Planning to move back to the UK in 18-24 months time. Lots of...
Forum: USA
Aug 25th 2023, 6:08 pm
Replies: 9
Views: 728
Posted By mmhendrie

Re: Need LA based financial advisor for US/UK move

Thanks! Child has dual, it's my US Cit wife the immigration will be for.
Forum: USA
Aug 25th 2023, 3:43 pm
Replies: 9
Views: 728
Posted By mmhendrie

Re: Need LA based financial advisor for US/UK move

ok, this is why I need to talk to an expert :)

Without a living trust in CA, if we die, our house would be subject to the CA probate process...which would cost tens of thousands and could take...
Forum: USA
Aug 25th 2023, 3:28 pm
Replies: 9
Views: 728
Posted By mmhendrie

Re: Need LA based financial advisor for US/UK move

yeah, I think it can get complicated - we don't know if our move back to the UK is long term or not. That said, we intend to keep our LA home, which would be housed within the living trust, so we may...
Forum: USA
Aug 24th 2023, 6:08 am
Replies: 9
Views: 728
Posted By mmhendrie

Need LA based financial advisor for US/UK move

Folks, US/Brit dual citizen, 25yrs living in the States, originally from UK. Planning to move back to the UK in 18-24 months time. Lots of financial/legal/immigration complexities to figure out -...
Forum: USA
Mar 29th 2023, 2:16 am
Replies: 5
Views: 572
Posted By mmhendrie

Re: visiting Brit family members trip to Mexico

ok cool - no time limit issues - they're only here 5 weeks. Thanks very much. The ESTA visa they initially had to get and file with the airline in the UK before leaving the UK - any idea of that...
Forum: USA
Mar 29th 2023, 12:48 am
Replies: 5
Views: 572
Posted By mmhendrie

visiting Brit family members trip to Mexico

Hoping someone might know something about this - dual national Brit/yank here, in SoCal. The last few years we've been flying down to Cabo, Mexico, for vacation. My parents (both Brits, only), are...
Forum: USA
Oct 31st 2022, 3:15 am
Replies: 9
Views: 2,035
Posted By mmhendrie

Re: buying a home in the UK, living in the US

terrific - thank you both - excellent advice. I think i'm going to start talking to a couple of brokerages, i have accounts with a couple of big guns - so hopefully they can help me. I like the idea...
Forum: USA
Oct 30th 2022, 5:44 am
Replies: 9
Views: 2,035
Posted By mmhendrie

buying a home in the UK, living in the US

Ok, so expat mortgages look tricky. I think I can secure enough of a HELOC to buy a home in the UK and have it rented for 2-3yrs before I move back. I want to get the money into the UK ASAP while...
Forum: USA
Oct 27th 2022, 7:52 pm
Replies: 1
Views: 895
Posted By mmhendrie

Expat mortgages

Does anyone have any experience doing an Expat mortgage. I'm living in the US, but wanting to get a mortgage and buy a house in the Uk, and probably let it out for 2-3yrs. Anyone have any experiences...
Forum: USA
Oct 26th 2022, 7:07 pm
Replies: 9
Views: 1,232
Posted By mmhendrie

Re: How to get a UK bank account

yeash, well this doesn't make for pleasant reading. I don't understand - I'm reading about expat mortgage products sold by UK lenders, but how am I supposed to buy a house, and maintain rent...
Forum: USA
Oct 26th 2022, 4:15 am
Replies: 9
Views: 1,232
Posted By mmhendrie

How to get a UK bank account

Folks - so Brit here, living in SoCal, I have dual citizenship, lived as a kid in UK, moved to the States age 20 (1997), and been here ever since. Back when i left, Lloyds made me close my only bank...
Showing results 1 to 25 of 168
 


 
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