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Search: Posts Made By: capnbirdseye
Showing results 1 to 11 of 11
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Forum: USA
Jan 13th 2024, 12:45 am
Replies: 3
Views: 746
Posted By capnbirdseye

Re: New SIPP options for US residents?

Functionally, Hoxton Capital Management is reselling a product from Novia Global. Novia is UK-based. I don't think you can get a SIPP directly from Novia; their business model seems to be providing a...
Forum: Australia
Jan 13th 2024, 12:29 am
Replies: 29
Views: 3,851
Posted By capnbirdseye

Re: UK Private Pension

My pension company gave me the run-around about "it's not a proper bank account". I pushed back hard, opened a formal complaint with them (didn't have to take it to the regulator), and they caved and...
Forum: USA
Jan 12th 2024, 5:36 pm
Replies: 3
Views: 746
Posted By capnbirdseye

New SIPP options for US residents?

Now that AJ Bell has decided to no longer open new SIPPs for expats, what alternatives to we have? So far, I have only found a couple:

MyExpatSipp
Hoxton Capital Management

Unfortunately, I...
Forum: USA
Jan 12th 2024, 5:33 pm
Replies: 2
Views: 478
Posted By capnbirdseye

Re: Does AJ Bell offer new SIPPs to US residents?

Ugh - so I just missed the boat!
Forum: USA
Jan 12th 2024, 5:21 pm
Replies: 35
Views: 4,109
Posted By capnbirdseye

Re: Best way to recoup tax withheld on UK pension lump sum

PPS: I filled out the form online. HMRC deposited the refund directly into my Wise account.
Forum: USA
Jan 12th 2024, 5:18 pm
Replies: 35
Views: 4,109
Posted By capnbirdseye

Re: Best way to recoup tax withheld on UK pension lump sum

PS: I found it was well worth phoning the HMRC Help Line, if you can deal with a long time on hold.
Forum: USA
Jan 12th 2024, 5:16 pm
Replies: 35
Views: 4,109
Posted By capnbirdseye

Re: Best way to recoup tax withheld on UK pension lump sum

Sorry, I can't post links yet. Google "Claim personal allowances and tax refunds if you live abroad (R43)" (with the quotes)
Forum: USA
Jan 12th 2024, 5:06 pm
Replies: 2
Views: 478
Posted By capnbirdseye

Does AJ Bell offer new SIPPs to US residents?

I see a number of expats saying that they have opened AJ Bell SIPPs in the past, but AJ Bell's website says "You can have a SIPP with us if you're resident in the UK.". So, is that not true, and they...
Forum: Australia
Jan 12th 2024, 4:57 pm
Replies: 29
Views: 3,851
Posted By capnbirdseye

Re: UK Private Pension

It's very easy to get a UK bank account from Wise (Google it). They specialize in this, and their exchange rates for transfers are very reasonable.
Forum: USA
Jan 12th 2024, 4:47 pm
Replies: 35
Views: 4,109
Posted By capnbirdseye

Re: Best way to recoup tax withheld on UK pension lump sum

For the benefit of future readers of this thread, I was in a similar situation, taking a small lump-sum payment from a UK pension plan. I spoke to HMRC and they told me to file R43. You don't have to...
Forum: USA
Dec 9th 2018, 12:17 am
Replies: 112
Views: 63,995
Posted By capnbirdseye

Re: UK Pensions related to UK/US Tax Treaty

How did you manage that?
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