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Forum: Moving back or to the UK

Jun 8th 2021, 7:57 am

Replies: 7

Transferring 401K and IRA from US to Uk

Views: 1,255

Posted By megansam

Re: Transferring 401K and IRA from US to Uk

Thank you so much for responding Durham Lad. We currently have the arrangement you describe but would like to bring the funds back to the UK and less subject to the vagaries of exchange rates and the...

Forum: Moving back or to the UK

Jun 7th 2021, 8:46 am

Replies: 7

Transferring 401K and IRA from US to Uk

Views: 1,255

Posted By megansam

Transferring 401K and IRA from US to Uk

Good Morning.
Does anyone have any experience of transferring their 401K and IRA into the UK? Can anyone suggest any UK based financial advisors who may be able to help with this? We believe there...

Forum: USA

Feb 1st 2020, 8:19 pm

Replies: 7

Anyone tried to disenroll from Medicare on leaving the USA

Views: 1,089

Posted By megansam

Anyone tried to disenroll from Medicare on leaving the USA

Hi All,
Has anyone out gone through the process of getting out of Medicare after returning to the UK? We are moving back permanently in a few weeks after 26 years in the USA. Both of us qualify and...

Forum: Moving back or to the UK

Jan 15th 2020, 2:08 pm

Replies: 3

Which to use: USA or UK Passport when coming back?

Views: 1,022

Posted By megansam

Which to use: USA or UK Passport when coming back?

We will be coming back in next few weeks (it has been a challenging process after 26 years in the USA) but now we are in the final stretch. We both have dual UK/USA citizenship and thus two passports...

Forum: Moving back or to the UK

Jul 23rd 2019, 7:05 pm

Replies: 4

Good UK tax advisor for US citizens moving to UK

Views: 1,426

Posted By megansam

Re: Good UK tax advisor for US citizens moving to UK

Hi Sheryl, We are also in the planning stages of moving back to the UK after 26 years in the USA. I have been doing the same research to find a suitable adviser who can help both sides of the pond....

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