British Expats - Search Results

Search: Posts Made By: Chris_NYC

Showing results 1 to 3 of 3
Search took 0.01 seconds.

Forum: USA

Mar 28th 2019, 12:51 pm

Replies: 14

Stocks and Shares ISA

Views: 3,051

Posted By Chris_NYC

Re: Stocks and Shares ISA

Here is a response from AJ Bell: "as a business, we have decided not to offer ISA or Dealing accounts for US citizens or US residents due to increased running costs" and "it is possible to transfer...

Forum: USA

Mar 4th 2019, 10:07 pm

Replies: 14

Stocks and Shares ISA

Views: 3,051

Posted By Chris_NYC

Re: Stocks and Shares ISA

See the 2012 UK-US FATCA agreement (Annex II) for exempt products (including ISAs). (I'm new to the forum so I can't post the url but the agreement is on the Treasury.gov website).

Although not...

Forum: USA

Mar 4th 2019, 9:23 pm

Replies: 14

Stocks and Shares ISA

Views: 3,051

Posted By Chris_NYC

Stocks and Shares ISA

I am a US resident with a legacy UK Stocks and Shares ISA with underlying OEIC investments. The ISA provider has recently changed its policy and now requires US Persons to sell or transfer all OEIC...

Showing results 1 to 3 of 3