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Search: Posts Made By: Clarets
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Forum: USA
May 24th 2023, 3:25 am
Replies: 11
Views: 981
Posted By Clarets

Re: Tax Free Lump Sum USA transfer - complication

Once again my question is not about the "tax free" but about the plan of the SIPP to sell all my holdings in order to effect payment.
Forum: USA
May 23rd 2023, 8:32 pm
Replies: 11
Views: 981
Posted By Clarets

Re: Tax Free Lump Sum USA transfer - complication

I'm sure there are a number of parties making money on the unnecessary transfers which is why I'm hopeful for a workaround.

I'd prefer not to open this thread to the US tax issues as there are...
Forum: USA
May 23rd 2023, 7:52 pm
Replies: 11
Views: 981
Posted By Clarets

Tax Free Lump Sum USA transfer - complication

I recently converted 2 UK pensions into a NOVIA UK SIPP.
I requested that they transfer 25% as a Tax Free Lump Sum to me in the US. (I am a US resident and citizen).
NOVIA informed me that in order...
Forum: USA
Sep 14th 2020, 9:25 pm
Replies: 21
Views: 7,999
Posted By Clarets

Re: UK SIPP that works for US resident?

Can I transfer my final salary pensions to AJ Bell SIPP and manage it directly as a UK/US citizen? I have a UK bank account.
I understood that you have to use a 3rd party independent adviser to...
Forum: USA
Sep 14th 2020, 9:14 pm
Replies: 19
Views: 4,250
Posted By Clarets

Re: Cashing in UK pension and moving money to USA

If you cash out your final salary pension as a US resident is the first 25% available to you tax free?
What is the UK tax rate for the balance or does that depend on your personal circumstances?
Forum: USA
Sep 14th 2020, 9:03 pm
Replies: 47
Views: 13,497
Posted By Clarets

Re: UK Final salary pension transfer

Great info in this thread.
I am in the process of transferring 2 final salary pensions to a UK SIPP that will accept the transfer from myself as a US resident.
Has anyone found an adviser based in...
Showing results 1 to 6 of 6


 
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