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Forum: USA

Mar 8th 2019, 8:41 pm

Replies: 14

Stocks and Shares ISA

Views: 3,053

Posted By hfurb

Re: Stocks and Shares ISA

https://thunfinancial.com/home/american-expat-financial-advice-research-articles/american-expat-pfic-uk-non-reporting-fund-investment-trap-article/

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Forum: USA

Mar 8th 2019, 8:40 pm

Replies: 14

Stocks and Shares ISA

Views: 3,053

Posted By hfurb

Re: Stocks and Shares ISA

For some reason I cannot post URLs until I complete 5 posts....

Forum: USA

Mar 8th 2019, 8:31 pm

Replies: 14

Stocks and Shares ISA

Views: 3,053

Posted By hfurb

Re: Stocks and Shares ISA

Thanks for your reply - totally agree so maybe I wasn't clear but I was wondering if there was any way to maintain investments within the ISA wrapper for the tax advantage and investment growth, but...

Forum: USA

Mar 8th 2019, 3:09 pm

Replies: 14

Stocks and Shares ISA

Views: 3,053

Posted By hfurb

Re: Stocks and Shares ISA

To clarify I understand that certain ETFs which are US-domiciled with UK reporting status, individual equities, and bonds may not be taxed under PFIC rules. This is from an article on...

Forum: USA

Mar 8th 2019, 2:52 pm

Replies: 14

Stocks and Shares ISA

Views: 3,053

Posted By hfurb

Re: Stocks and Shares ISA

Thanks I did, it's just not that detailed when it comes to specific investment types ("It is beyond the scope of this briefing to discuss complex tax rules surrounding PFICs"). I understand OEIC's...

Forum: USA

Mar 8th 2019, 2:25 pm

Replies: 14

Stocks and Shares ISA

Views: 3,053

Posted By hfurb

Re: Stocks and Shares ISA

Hargreaves will also open accounts I think but you can only hold equities which includes ETFs, IT's or individual stocks according to their helpdesk. I am preparing to move to the US and trying to...

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