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Search: Posts Made By: Russet
Showing results 1 to 25 of 119
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Forum: USA
Dec 29th 2025, 1:24 am
Replies: 34
Views: 4,449
Posted By Russet

Re: Non UK resident driving your own car

It seems to be getting harder and harder to add non UK residents onto UK car insurance policies. When our children come to visit I have tried to add them as named drivers for a short period. They...
Forum: USA
Sep 7th 2025, 8:38 pm
Replies: 14
Views: 7,843
Posted By Russet

Re: Moving to the US - UK ISA and LISA Clarity

The form you are required to complete to secure the reduced level NI contributions requires the information of the work you have secured overseas, Name , address and contact info of employer and...
Forum: Moving back or to the UK
Mar 3rd 2025, 3:32 am
Replies: 22
Views: 2,227
Posted By Russet

Re: American in UK - calculating taxes. Specific example

This was my understanding from our accountant. You would work out the proportion of income that the credit applies to and then apply that percentage to the total tax. However, while that seems...
Forum: Moving back or to the UK
Mar 1st 2025, 10:38 pm
Replies: 22
Views: 2,227
Posted By Russet

Re: American in UK - calculating taxes. Specific example

Thanks for this information. Could you please remind us of the wording you used for a Roth distribution/conversion as we will need this for our taxes this year :)
Forum: USA
Jan 25th 2025, 1:15 am
Replies: 12
Views: 2,493
Posted By Russet

Re: UK Personal Pensions and Trusts

I have recently started taking funds from my UK pensions. I had 2 small pots with Fidelity and Reassure - both companies insisted that if I wanted to start taking drawdowns (any recurring withdrawal...
Forum: Moving back or to the UK
Oct 4th 2024, 5:06 am
Replies: 5
Views: 2,024
Posted By Russet

Re: Keeping HSA account invested when back the UK

I am back in the UK and the HSA is still open. We moved all the funds to Fidelity but have done nothing since. It is just sitting on the back burner. No dividends have been paid and no withdrawals...
Forum: USA
Aug 24th 2024, 12:14 am
Replies: 5
Views: 939
Posted By Russet

Re: 25% ump sum - a new view?

https://www.buzzacott.co.uk/insights/stepping-stones-pensions-for-americans-in-the-uk
This article from them also implies the same (including US citizens) but no explanation is given as to how this...
Forum: USA
Aug 19th 2024, 12:02 am
Replies: 1,097
Views: 412,842
Posted By Russet

Re: Class 2 NI. What about us poor expats paying voluntary contributions?

Thanks to all the responses. This is kind of what I expected. Kids all born in the USA. Spouse has never worked in the US. It seems worthwhile making the application but seems it will all be Class...
Forum: USA
Aug 15th 2024, 1:01 am
Replies: 1,097
Views: 412,842
Posted By Russet

Re: Class 2 NI. What about us poor expats paying voluntary contributions?

Hi
I am interested in the rules for working overseas to be able to meet the criteria to make class 2 contributions.
Does anyone have any experience of claiming for a spouse that is a stay at home...
Forum: Moving back or to the UK
May 5th 2024, 4:28 am
Replies: 12
Views: 1,404
Posted By Russet

Re: No UK Tax for 4 years?

Did you need to include the conversion on your HMRC return with a comment or can it just be excluded as it is non taxable in the UK?
Forum: Moving back or to the UK
Mar 17th 2024, 2:27 am
Replies: 39
Views: 6,839
Posted By Russet

Re: tricky WEP question

I believe the maximum amount of WEP currently stands at $587/mth (based on 20 years SSI) so on this basis, if your SS was $4k it would be reduced to $3400 ish (not $3k) (likely more if you have...
Forum: USA
Mar 11th 2024, 8:43 am
Replies: 26
Views: 3,465
Posted By Russet

Re: Car insurance

We used AIG Travel Guard Worldwide assistance for expats

https://www.travelguardworldwide.com/delete-sandbox/relocation
when we first relocated many years ago. They were very helpful in...
Forum: Moving back or to the UK
Feb 15th 2024, 10:18 pm
Replies: 11
Views: 2,277
Posted By Russet

Re: Mobile Phone Provider question

I have an iphone 15 with dual esim with O2 as our UK provider and ATT for our US number. It works well (although retaining our US number is getting too expensive - so looking at potential porting...
Forum: Moving back or to the UK
Feb 15th 2024, 3:33 am
Replies: 4
Views: 821
Posted By Russet

Re: UK Pension/FTC on USA tax return

Thank you - Other income was our first choice so good to hear this is the best way to go. We have a few more years before the other pensions start but it is good to hear there is a simple part to...
Forum: Moving back or to the UK
Feb 15th 2024, 3:27 am
Replies: 4
Views: 821
Posted By Russet

Re: UK Pension/FTC on USA tax return

Thanks Durham Lad - that is exactly what we were hoping to do so the clarification is great.
Forum: Moving back or to the UK
Feb 13th 2024, 1:09 am
Replies: 4
Views: 821
Posted By Russet

UK Pension/FTC on USA tax return

We took pension distributions from our UK Private Pensions for the first time in December 2023. The pension company withheld taxes and sent us P45s. As UK residents we need to complete HMRC SA...
Forum: Moving back or to the UK
Jan 20th 2024, 3:35 am
Replies: 9
Views: 3,390
Posted By Russet

Re: UK-US Tax Accountant needed

When I contacted Greenback last year (and paid for a one hour consultation) they advised they do not do UK returns - only US. They also do not provide any advice on your UK tax position. This makes...
Forum: Moving back or to the UK
Dec 3rd 2023, 10:31 pm
Replies: 39
Views: 6,839
Posted By Russet

Re: tricky WEP question

Thanks again - yes it would seem to make sense otherwise it is double WEP! I will keep my fingers crossed for you in 18 months :)
Forum: Moving back or to the UK
Nov 29th 2023, 9:18 am
Replies: 39
Views: 6,839
Posted By Russet

Re: tricky WEP question

Thanks Durham Lad for the detailed response as ever.
Just to clarify, and apologies it helps me to use real numbers! If your SS is for example $2k /mth and reduced by $400 WEP to $1600/mth, would...
Forum: Moving back or to the UK
Nov 27th 2023, 12:08 am
Replies: 39
Views: 6,839
Posted By Russet

Re: tricky WEP question

There are so many factors to take into account. We have been considering the same approach but I believe with a full state pension (all from employment) and less than 20 years SS - we will be close...
Forum: Moving back or to the UK
Jun 5th 2023, 2:35 am
Replies: 7
Views: 1,307
Posted By Russet

Re: US mobile phone, dual SIM and primary phone#

I am using iphone with dual esim. I am in the UK so the UK sim is set as primary (Under settings/mobile data) . My mobile data and voice line is also set to my UK number as primary. My US number...
Forum: USA
Mar 2nd 2023, 4:44 am
Replies: 17
Views: 2,335
Posted By Russet

Re: Dual taxation treaty

We will be filing our US return before April 15th. The UK return will follow some months later (once we work out the credits) but will be between April and the end of the year. As I said , we...
Forum: USA
Feb 28th 2023, 10:00 pm
Replies: 17
Views: 2,335
Posted By Russet

Re: Dual taxation treaty

It sounds as though you are in a similar position to us. We have gone around in circles as to which way around to approach ours for our transition year. After much research and discussions with our...
Showing results 1 to 25 of 119
 
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