British Expats - Search Results

Search: Posts Made By: PMG61

Showing results 1 to 7 of 7
Search took 0.01 seconds.

Forum: USA

Sep 28th 2023, 6:21 pm

Replies: 13

HMRC form 2002

Views: 1,476

Posted By PMG61

Re: HMRC form 2002

When I filed these forms this year, I sent the US form and the UK form to the IRS office in Philly and received the 6166 cert back from the IRS, just as you have. The HMRC website never showed that...

Forum: USA

Sep 21st 2023, 10:36 pm

Replies: 24

AJBELL New terms and Conditions

Views: 2,712

Posted By PMG61

Re: AJBELL New terms and Condition

Watch out also for the mandatory financial advice rules around UK pension transfers.
I think it would be simpler to report on a single UK pension plan after a move to the US. The other typical...

Forum: USA

Sep 20th 2023, 6:54 pm

Replies: 13

HMRC form 2002

Views: 1,476

Posted By PMG61

Re: HMRC form 2002

I went through this procedure starting in May this year.
Service Centre: I put the address of the UK tax office where I last filed a tax return in the UK. This was accepted. I can see that they...

Forum: USA

Sep 20th 2023, 5:18 pm

Replies: 24

AJBELL New terms and Conditions

Views: 2,712

Posted By PMG61

Re: AJBELL New terms and Conditions

While it's good that this doesn't immediately affect existing SIPPs immediately, I do think it's a warning that even existing accounts may be affected in future. Fortunately for me, my SIPP is now...

Forum: USA

Jul 2nd 2023, 9:46 pm

Replies: 32

Options for UK Pension (Defined Contribution)

Views: 5,749

Posted By PMG61

Re: Options for UK Pension (Defined Contribution)

This is a very late response to your specific enquiry. My experience with getting mandatory UK advice as a US tax resident was as follows:
- I built up three pension accounts while working in the UK...

Forum: USA

Jun 24th 2023, 9:32 pm

Replies: 758

Class 2 NI. What about us poor expats paying voluntary contributions?

Views: 227,109

Posted By PMG61

Re: Class 2 NI. What about us poor expats paying voluntary contributions?

Thank you so much to the posters in this thread. You information alerted me to this unexpected opportunity to shore up our retirement finances.
On June 2nd of this year, I sent my form CF83...

Forum: USA

Mar 20th 2023, 10:42 pm

Replies: 7

UK SIPP - Are IRS Trust Filing forms required?

Views: 2,027

Posted By PMG61

Re: UK SIPP - Are IRS Trust Filing forms required?

I am confident that for a typical SIPP account with an investment manager like AJ Bell, the 3520 form is not required. I had forgotten about my UK pensions for several years and then transferred...

Showing results 1 to 7 of 7