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Forum: USA

Feb 27th 2017, 5:04 am

Replies: 32

Share ISA / PFIC - long term hold

Views: 12,996

Posted By benwt

Re: Share ISA / PFIC - long term hold

I currently use Fidelity(UK) for some holdings. I emailed them about this issue and they didn't want to know. No tax advisers I have spoken to (either US or UK) seemed to know enough about the...

Forum: USA

Jan 5th 2017, 6:52 pm

Replies: 32

Share ISA / PFIC - long term hold

Views: 12,996

Posted By benwt

Re: Share ISA / PFIC - long term hold

Thanks for the info, that's helpful.

I've been quoted upwards of $4k for a reputable accountant to file my return, as it stands. I might look into moving the funds into a spread of individual...

Forum: USA

Jan 5th 2017, 3:41 am

Replies: 32

Share ISA / PFIC - long term hold

Views: 12,996

Posted By benwt

Re: Share ISA / PFIC - long term

Thank you. I see. Great /s

Trying to remain constructive and on topic: I am only likely to stay a couple more years (I'm only on a J-1 visa with no real commitments), maybe only one.

Are there...

Forum: USA

Jan 4th 2017, 8:54 pm

Replies: 32

Share ISA / PFIC - long term hold

Views: 12,996

Posted By benwt

Re: Share ISA / PFIC - long term hold

Hi all,

I hope you don't mind if I dig up this recent thread - I am in the same boat. I will achieve "resident alien" status in the summer, and have S&S ISAs (units trusts and so on) that I really...

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