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Search: Posts Made By: TonyWFC
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Forum: Canada
Feb 11th 2020, 8:00 am
Replies: 2
Views: 443
Posted By TonyWFC

Re: VAT on SIPP Management fees

Many thanks, although 12, 12.1 and 12.2 would suggest otherwise which is why my accountants and lawyers don't charge.

As clear as mud!
Forum: Canada
Feb 11th 2020, 7:30 am
Replies: 2
Views: 443
Posted By TonyWFC

VAT on SIPP Management fees

Hoping someone might have some insight on this. The company that manages my pension in the UK have for the last 10 years charged me VAT on their fees, despite living in Canada. My accountants and...
Forum: Canniversary
Mar 8th 2019, 2:53 am
Replies: 5
Views: 3,474
Posted By TonyWFC

Smile Re: 9 years!

You landed 6 days before we did! Became citizens 7 April 2015
Forum: Canada
Jan 12th 2019, 6:43 am
Replies: 143
Views: 69,171
Posted By TonyWFC

Re: READ ME. PENSION RULES UK to Canada

My buddies and I have spent in excess of $10,000 CAD investigating this. The bottom line is tax is due and Steff got a lucky break (good on him and I am jealous!)

But I wish you the best of luck...
Forum: Canada
Dec 5th 2018, 12:40 am
Replies: 2
Views: 845
Posted By TonyWFC

Re: UK Pension / SIPP

However, the issue remains in that I can't find a SIPP Trustee who can make an income payment in anything other than £. So whilst you can invest in $, to get access to your funds, it has to be...
Forum: Canada
Dec 4th 2018, 2:43 am
Replies: 2
Views: 845
Posted By TonyWFC

UK Pension / SIPP

As it is no longer possible to move your UK pension to Canada, (QROPS) does anyone know of a UK financial institution who will invest their pension in CAD? Currency fluctuations are one of the...
Forum: Canada
Dec 3rd 2018, 12:34 am
Replies: 143
Views: 69,171
Posted By TonyWFC

Re: READ ME. PENSION RULES UK to Canada

I have had the same response from PWC and should have their detailed written response shortly. A very good friend of mine instructed his own accountant and again he got the same answer. His...
Forum: Canada
Oct 20th 2018, 12:59 am
Replies: 143
Views: 69,171
Posted By TonyWFC

Re: READ ME. PENSION RULES UK to Canada

[QUOTE=DoeBird;12580436]From the UK/Canada Tax Treaty

Does item 2 deal with the up to 25% tax free lump sum (if in the UK)? Attempted to send to JonBoyE - but thought I would also include on here....
Forum: Canada
Oct 15th 2018, 12:09 pm
Replies: 143
Views: 69,171
Posted By TonyWFC

Re: READ ME. PENSION RULES UK to Canada

Please PM me your email address and I will email you the documents.
Forum: Canada
Oct 9th 2018, 6:25 am
Replies: 143
Views: 69,171
Posted By TonyWFC

Re: READ ME. PENSION RULES UK to Canada

I crystallized my pension early July and have deferred my 25% lump sum until I get certainty from PWC. I have been advised by my pension administrators, I have a year after the crystallization event...
Forum: Canada
Oct 6th 2018, 7:48 am
Replies: 143
Views: 69,171
Posted By TonyWFC

Re: READ ME. PENSION RULES UK to Canada

PWC got back to me last week and the response was positive although to be certain my 25% would be excempt, they are carring out a detailed review to confirm in certainty.
Forum: Canada
Sep 9th 2018, 8:53 am
Replies: 143
Views: 69,171
Posted By TonyWFC

Re: READ ME. PENSION RULES UK to Canada

Unreal how the CRA have simply ignored your correspondence. If the boot was on the other foot.......
Forum: Canada
Aug 31st 2018, 7:17 am
Replies: 143
Views: 69,171
Posted By TonyWFC

Re: READ ME. PENSION RULES UK to Canada

Armed with the paperwork Iins and Stef kindly sent me, I have instructed PWC to review. I cannot take a chance as if not allowed, the resultant tax bill would probably put me 6 foot under with the...
Forum: Canada
Aug 9th 2018, 5:00 am
Replies: 143
Views: 69,171
Posted By TonyWFC

Re: READ ME. PENSION RULES UK to Canada

I have just read Jonboy's detailed explanation in a previous post, where he talks about the CRA'S wording etc - "foreign retirement arrangement rather than pension" This adds to the confusion as he...
Forum: Canada
Aug 9th 2018, 4:28 am
Replies: 143
Views: 69,171
Posted By TonyWFC

Re: READ ME. PENSION RULES UK to Canada

Ok - Stef kindly sent me the paperwork. I will quote the relevant part and then paste the relevent part from the income tax act

"A review of the facts and documents submitted indicates that,...
Forum: Canada
Aug 9th 2018, 12:52 am
Replies: 143
Views: 69,171
Posted By TonyWFC

Re: READ ME. PENSION RULES UK to Canada

You made the correct call that's for sure in letting others know about this. I did PM you yesterday and included my email address.

Thanks again for all.
Forum: Canada
Aug 9th 2018, 12:02 am
Replies: 143
Views: 69,171
Posted By TonyWFC

Re: READ ME. PENSION RULES UK to Canada

This information will be of great value to many. I look forward to seeing the paperwork.

As a matter of interest, has anyone challenged the CRA on this and if so, what was the outcome?
Forum: Canniversary
Aug 8th 2018, 8:01 am
Replies: 5
Views: 3,474
Posted By TonyWFC

Re: 9 years!

We're 8 years in and loving it - no regrets that's for sure!
Forum: The Maple Leaf
Aug 8th 2018, 7:55 am
Replies: 32
Views: 1,881
Posted By TonyWFC

Re: Buck a beer?

A pint of craft beer for a $1 would be lovely but alas we know that's not going to happen!
Forum: Canada
Aug 8th 2018, 7:50 am
Replies: 143
Views: 69,171
Posted By TonyWFC

Re: READ ME. PENSION RULES UK to Canada

This is so useful. I am new to the group. I will quickly post 3 comments so I can message you directly!
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