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Forum: USA

Aug 24th 2021, 12:14 pm

Replies: 22

25% UK pension tax free element

Views: 2,666

Posted By scarey340

Re: 25% UK pension tax free element

As I say, I’ll report back at the end of the week.

Forum: USA

Aug 21st 2021, 8:39 pm

Replies: 22

25% UK pension tax free element

Views: 2,666

Posted By scarey340

Re: 25% UK pension tax free element

Thank you Nun,
im speaking with two CAAs in the UK next week and one attorney in the US.
I’ll report back their views

Forum: USA

Aug 18th 2021, 2:47 pm

Replies: 22

25% UK pension tax free element

Views: 2,666

Posted By scarey340

Re: 25% UK pension tax free element

Hi Nun,
Thanks again for your reply.

My pension is a DC pension. The £170k savings are held in an offset mortgage account so they don’t earn any interest as such but they reduce the interest I...

Forum: USA

Aug 18th 2021, 2:08 pm

Replies: 22

25% UK pension tax free element

Views: 2,666

Posted By scarey340

Re: 25% UK pension tax free element

Thank you for clarifying that. So I’m definitely a US tax resident and will need to work closely with a CAA in the UK to coordinate moving money.

Thank you for the advice relating to not...

Forum: USA

Aug 18th 2021, 12:27 pm

Replies: 22

25% UK pension tax free element

Views: 2,666

Posted By scarey340

Re: 25% UK pension tax free element

Thanks Nun, no, I’ve not crystallised my pension yet, nor sold my UK property, that’ll probably happen next year.

My question really related to a previous post -

“Having a green card does not...

Forum: USA

Aug 18th 2021, 8:45 am

Replies: 22

25% UK pension tax free element

Views: 2,666

Posted By scarey340

Re: 25% UK pension tax free element

Glasgow girl, thank you very much for your reply, I’ve looked closely at the IRS residency tests and I’m even more confused now!
I received my green card in Feb 2021 but I am still employed by a UK...

Forum: USA

Aug 17th 2021, 8:08 am

Replies: 22

25% UK pension tax free element

Views: 2,666

Posted By scarey340

Re: 25% UK pension tax free element

Thank you for your message Mid Atlantic. In the past I’ve used currency fair, I guess they’re all much of a muchness.
Going back to the question of bringing ones 25% tax free lump sum, I would...

Forum: USA

Aug 12th 2021, 10:41 pm

Replies: 22

25% UK pension tax free element

Views: 2,666

Posted By scarey340

Re: 25% UK pension tax free element

Thank you, Mid Atlantic and Glasgow Girl. It’s clearly a minefield and as it’s too late for me to bring money from either property sale or 25% tax free lump sum prior to GC status, I’ll need to look...

Forum: USA

Aug 12th 2021, 12:05 am

Replies: 22

25% UK pension tax free element

Views: 2,666

Posted By scarey340

25% UK pension tax free element

I’m sure it’s been asked many times but can anyone tell me what the situation is with bring the 25% tax free element of my UK money purchase pension to the US? (I’m a new US permanent resident)...

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