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Search: Posts Made By: helendha
Showing results 1 to 25 of 65
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Forum: Moving back or to the UK
Jun 4th 2014, 12:56 am
Replies: 15
Views: 2,767
Posted By helendha

Re: Expat car insurance

Might be a US-specific thing, but: our US insurance provider is insuring our car when we return to live in the UK. I already purchased a vehicle and needed it to be 'ready to roll' the day we arrive....
Forum: Moving back or to the UK
Jun 4th 2014, 12:51 am
Replies: 19
Views: 2,039
Posted By helendha

Re: Using old Driver's License

I am about to return to the UK after almost 10 years away... had a long conversation with DVLA as several of the threads on here were freaking me out about my license being invalid!

Long story...
Forum: Moving back or to the UK
Jun 4th 2014, 12:42 am
Replies: 40
Views: 3,925
Posted By helendha

Re: We bought our tickets!

Well, it's almost here...... movers arrive tomorrow and we leave the country on June 19 :ohmy:

Wanted to say we also opened a bank account with HSBC so it's waiting for us when we arrive. Was a...
Forum: Moving back or to the UK
May 16th 2014, 3:10 am
Replies: 23
Views: 2,297
Posted By helendha

Re: International Driving License

I have a US license and was told (by DMV) they didn't care about my UK license. I did not 'exchange' my license, I re-took a driving test here, so maybe that is the difference? They did not require...
Forum: Moving back or to the UK
May 15th 2014, 12:42 am
Replies: 23
Views: 2,297
Posted By helendha

Re: International Driving License

Technically you can drive on your US licence for 12 months. However, I got oan International licence for my hubby (thankfully I still have my valid UK licence) because one of my best buddies is a cop...
Forum: Moving back or to the UK
May 15th 2014, 12:38 am
Replies: 40
Views: 3,925
Posted By helendha

Re: We bought our tickets!

Hello! We will be heading to Lincoln in the first instance as that's where my parents are. But long-term, we'll go wherever we can get work.
Forum: Moving back or to the UK
May 12th 2014, 1:10 am
Replies: 40
Views: 3,925
Posted By helendha

We bought our tickets!

Well, here we are. After about 2 years of "should we/shouldn't we?" conversations, we've sold our house in Texas (close on June 9), got my hubby's visa, opened a bank account with HSBC so we can...
Forum: Moving back or to the UK
Feb 27th 2014, 3:17 am
Replies: 4
Views: 1,340
Posted By helendha

Re: Moving back to the UK in the Summer 2014

I hope it is going to be just fine - cos I am in much the same situation lol.

I'm the UK citizen and also have US citizenship, hubby is US. We have 2 kids who are both US/UK. We tried to move last...
Forum: USA
Feb 21st 2014, 7:53 am
Replies: 53
Views: 15,670
Posted By helendha

Re: Cash out US 401K before I leave?

Because the immigration attorney who is assisting us, told us that at that time, that was the only option for us to pull that amount of $$ quickly enough.

It's kinda moot, as we will need that...
Forum: USA
Feb 20th 2014, 8:44 am
Replies: 53
Views: 15,670
Posted By helendha

Re: Cash out US 401K before I leave?

Actually - i do happen to know that my husband's military pension falls under E - as we are counting that also.
Forum: USA
Feb 20th 2014, 8:43 am
Replies: 53
Views: 15,670
Posted By helendha

Re: Cash out US 401K before I leave?

I don't know - I actually wan't aware this point was under discussion. It certainly wasn't my original question, I mentioned it only in passing and am now regretting it :(

Last September, when we...
Forum: USA
Feb 20th 2014, 8:23 am
Replies: 53
Views: 15,670
Posted By helendha

Re: Cash out US 401K before I leave?

Our immigration attorney would beg to differ :-)

You cannot use retirement assets unless you are over a certain age - which we are not.

I believe the rules have changed (within the last 6...
Forum: USA
Feb 20th 2014, 4:33 am
Replies: 53
Views: 15,670
Posted By helendha

Re: Cash out US 401K before I leave?

It's just called the (insert company name) retirement plan.

Wouldn't have a clue what the IRS code is - sorry..... but it's run entirely in-house (I work for a mutual fund company). May be close...
Forum: USA
Feb 20th 2014, 3:58 am
Replies: 53
Views: 15,670
Posted By helendha

Re: Cash out US 401K before I leave?

Yep - definitely another option. I really don't *need* this money right now, I'm just trying to make smart-ish decisions while I have the chance.... I don't want to decide a year from now that I want...
Forum: USA
Feb 20th 2014, 3:56 am
Replies: 53
Views: 15,670
Posted By helendha

Re: Cash out US 401K before I leave?

Thanks for the recommendation!
Forum: USA
Feb 20th 2014, 3:55 am
Replies: 53
Views: 15,670
Posted By helendha

Re: Cash out US 401K before I leave?

My employer put a percentage of my total annual earnings into the account every year. It's part of my package.

(If it's confusing you, then to call it a 401K might be little misleading - but it's...
Forum: USA
Feb 20th 2014, 1:32 am
Replies: 53
Views: 15,670
Posted By helendha

Cash out US 401K before I leave?

Finally, after two long years of planning, we’re entering the ‘home stretch’ and will be returning to the UK this summer.

We have already cashed out both our Roth IRA accounts in order to...
Forum: USA
Apr 8th 2013, 11:56 am
Replies: 107
Views: 64,410
Posted By helendha

Smile Re: FBAR and UK Retirement Plans - confused

[QUOTE=nun;10647939]The IRS are not experts in foreign accounts. The description of your account as a "Personal Pension Plan" makes me a bit nervous. How was it funded? What does the statement say?...
Forum: USA
Apr 8th 2013, 11:40 am
Replies: 107
Views: 64,410
Posted By helendha

Re: FBAR and UK Retirement Plans - confused

Definitely recognize your caution. However, emailed over a copy of my statement for the lady's review. She took time to research before replying. If I can't trust *her* to give me the correct answer,...
Forum: USA
Apr 7th 2013, 8:11 am
Replies: 107
Views: 64,410
Posted By helendha

Re: FBAR and UK Retirement Plans - confused

Well, it's taken considerable time and numerous phone calls, but at long last I have an answer. Figured I would post here in case it helps anyone else.

Spoke with a total of 10 (yes, 10)...
Forum: USA
Mar 19th 2013, 11:04 pm
Replies: 107
Views: 64,410
Posted By helendha

Re: FBAR and UK Retirement Plans - confused

OK, talked on the phone to 2 'expat' CPAs yesterday, and both said none of these plans are reportable at all.

Making an appointment with a third one after the tax-filing deadline, see what he...
Forum: Moving back or to the UK
Mar 19th 2013, 10:32 am
Replies: 16
Views: 1,875
Posted By helendha

Re: Managing cash flow for the move

For us it really is $60K. We are able to count his military pension which almost halves the cash savings we are required to have. But thank you, I know you are trying to make sure we don't make a big...
Forum: Moving back or to the UK
Mar 18th 2013, 12:28 pm
Replies: 24
Views: 2,167
Posted By helendha

Re: Which UK banks do you recommend?

That's good to know, thanks for sharing your experiences!
Forum: USA
Mar 17th 2013, 1:50 am
Replies: 107
Views: 64,410
Posted By helendha

Re: FBAR and UK Retirement Plans - confused

Yep, have a shortlist of local firms all ready to start making calls tomorrow. As we're in the middle of trying to get *back* to the UK, we're going to need someone to assist us in the future anyway....
Forum: USA
Mar 16th 2013, 3:14 pm
Replies: 107
Views: 64,410
Posted By helendha

Re: FBAR and UK Retirement Plans - confused

....although, going back to your first response, employer pension accounts only need to be reported on form 8938. And I have nowhere near $100K in these 3 accounts. I have approx $16K in the Personal...
Showing results 1 to 25 of 65
 
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