British Expats - Search Results

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Forum: USA

Aug 27th 2021, 2:42 am

Replies: 47

UK Final salary pension transfer

Views: 14,811

Posted By sjbarker1

Re: UK Final salary pension transfer

If you can share the details with me that would be excellent! I am actively researching the process. The trick is certainly trying to find a UK authorized and regulated SIPP, when I am a US Resident!

Forum: USA

Aug 25th 2021, 4:50 am

Replies: 23

UK Based Pension

Views: 3,167

Posted By sjbarker1

Re: UK Based Pension

So thanks friends for indulging me as I move to the next category. UK State Pension (aka social security) vs US Social Security payments. So in the UK I qualify for most of the UK State Pension,...

Forum: USA

Aug 25th 2021, 4:21 am

Replies: 23

UK Based Pension

Views: 3,167

Posted By sjbarker1

Re: UK Based Pension

Yes unfortunately you are correct. I found a blog that included specific language from the IRS, which basically says:The IRS has specifically said what is clearly in the Treaty:

Article 1(5) of...

Forum: USA

Aug 25th 2021, 2:15 am

Replies: 23

UK Based Pension

Views: 3,167

Posted By sjbarker1

Re: UK Based Pension

Sorry to repeat what is probably said in 25% lump sum thread but from the this document:
'www.gov.uk/hmrc-internal-manuals/double-taxation-relief/dt19876a'

It says this:The provision preserves...

Forum: USA

Aug 24th 2021, 10:50 pm

Replies: 23

UK Based Pension

Views: 3,167

Posted By sjbarker1

Re: UK Based Pension

Yes looked at QROPS, you lose a LOT of your pension pot with that, although again I don't want to transfer my pension out of the UK. I am looking towards keeping the final salary pension and take...

Forum: USA

Aug 24th 2021, 5:47 am

Replies: 23

UK Based Pension

Views: 3,167

Posted By sjbarker1

Re: UK Based Pension

No private occupational and then I will qualify for UK State Pension.

Forum: USA

Aug 24th 2021, 2:49 am

Replies: 23

UK Based Pension

Views: 3,167

Posted By sjbarker1

UK Based Pension

Hi folks, I was reading with interest about the 25% lump sum from UK pension. My circumstances are a bit different. I live in the USA, Green Card holder. When I retire I am looking to spend some of...

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