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Search: Posts Made By: EHM
Showing results 1 to 25 of 151
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Forum: Moving back or to the UK
May 27th 2026, 8:23 pm
Replies: 8
Views: 1,181
Posted By EHM

Re: Financial advisor for US and UK retirement planning

There is a list on SEC website of registered investment advisors. You could search that for any based in the UK and then check to see if they fit your needs.
Forum: US Immigration, Citizenship and Visas
Apr 30th 2026, 2:56 am
Replies: 5
Views: 1,097
Posted By EHM

Re: Renouncing US citizenship

This is a great summary and really highlights the value of talking to a professional. Some additional information just based on my own experience (GC holder, expatriated and paid exit tax in 2024.)...
Forum: Moving back or to the UK
Apr 19th 2026, 6:07 am
Replies: 8
Views: 750
Posted By EHM

Re: US tax on UK rental income

:thumbs_up: Thanks for the clarification. I forgot about social security and I think there are a handful of other income sources not subject to the Saving clause in the tax treaty.
Forum: Moving back or to the UK
Apr 19th 2026, 5:06 am
Replies: 8
Views: 750
Posted By EHM

Re: US tax on UK rental income

My reading of Article 6 is that rental income is taxed based on the location of the property - which in this case would give primary taxing rights to HMRC, wouldn't it? However, since you are dual...
Forum: Moving back or to the UK
Apr 19th 2026, 3:46 am
Replies: 8
Views: 1,181
Posted By EHM

Re: Financial advisor for US and UK retirement planning

FWIW I've struggled to find an advisor who can speak both 'languages'. This time last year I thought I'd finally found a company that explicitly targets expats in the UK states that they have dual...
Forum: Moving back or to the UK
Apr 7th 2026, 4:08 am
Replies: 6
Views: 831
Posted By EHM

Re: Withdrawing US IRA from UK at 52 - penalty and tax treatment under US-UK tre

My situation was slightly different as my IRA provider "forced" a distribution in response to my submitting a W8CE (I was a covered expatriate for exit tax) so I couldn't avoid the 10% penalty....
Forum: Moving back or to the UK
Mar 18th 2026, 8:33 am
Replies: 8
Views: 1,483
Posted By EHM

Re: "To-do" list for moving to the UK?

Find out if there is some kind of Reuse (ie charity or second hand) shop in the area you want to live, as that might be a source for non-IKEA furniture like table, chairs, drawers (obviously you'd...
Forum: Moving back or to the UK
Mar 18th 2026, 8:18 am
Replies: 8
Views: 1,483
Posted By EHM

Re: "To-do" list for moving to the UK?

While I was till living in the US, prior to moving back to the UK, I picked up a prepaid SIM in Asda on one of my visits and I got 3gb of data, unlimited minutes/texts for 5 pounds a month, which...
Forum: Moving back or to the UK
Feb 28th 2026, 1:57 am
Replies: 6
Views: 1,808
Posted By EHM

Re: Tax burden for US 401k to Roth IRA rollover under UK FIG regime

As a non-accountant simply having read through a lot of HMRC mumbo-jumbo over the last few months, I would say that an IRA does not meet the legislative definition of pension that appears to be used...
Forum: Moving back or to the UK
Feb 3rd 2026, 9:27 pm
Replies: 6
Views: 1,808
Posted By EHM

Re: Tax burden for US 401k to Roth IRA rollover under UK FIG regime

Okay, I've been working through this with my UK accountant, and the official stance of HMRC (at least, the individual who formally replied to our question) is that a US 401(k) is an overseas Employee...
Forum: Moving back or to the UK
Jan 31st 2026, 7:29 am
Replies: 3
Views: 823
Posted By EHM

Re: UK-UA Dual Tax Agreement Article 17 Treatment of 401K vs IRA

With regards to how your custodian will (or won't) apply withholdings, your best best would be to contact the custodian. I suspect that a lot will depend on whether you have claimed any treaty...
Forum: Moving back or to the UK
Jan 1st 2026, 10:11 am
Replies: 7
Views: 1,321
Posted By EHM

Re: Moving back after 15 years

Remember how you felt when you first moved to Australia? It's a bit like that, except weirder. I came back after 20+ years in the US and initially got frustrated at the number of things that seemed...
Forum: Moving back or to the UK
Jan 1st 2026, 9:49 am
Replies: 6
Views: 1,057
Posted By EHM

Re: How to link a Wise account to a Vanguard Roth

Apologies if what I originally said seemed contradictory. The IRS flowchart is your best guide to the US treatment; and the UK-US treaty states that qualified withdrawals that are tax free in one...
Forum: Moving back or to the UK
Jan 1st 2026, 12:43 am
Replies: 6
Views: 1,057
Posted By EHM

Re: How to link a Wise account to a Vanguard Roth

OP originally asked about "how you avoid tax penalties" and as far as I know these cannot be avoided through any treaty e.g. if IRS was going to levy a 10% penalty on Roth withdrawal because of the...
Forum: USA
Dec 30th 2025, 5:54 am
Replies: 34
Views: 4,449
Posted By EHM

Re: Non UK resident driving your own car

FWIW, I had about 15 years no-claims in the US and struggled to find a company that would accept it (I don't recall if I tried Aviva) but then I got an online quote from Allianz that was...
Forum: USA
Dec 30th 2025, 5:49 am
Replies: 34
Views: 4,449
Posted By EHM

Re: Non UK resident driving your own car

This might be obvious to others, but how can you own a car in the UK if you are non-resident? Don't you need to be resident (or at least have a UK address you can use) in order to have it...
Forum: Moving back or to the UK
Dec 30th 2025, 5:25 am
Replies: 5
Views: 1,303
Posted By EHM

Re: Visit Visa for the UK

Having a brand new passport shouldn't make any difference, everyone has a new/renewed passport at some point in their travel life..... Probably best to carefully go through all the online materials ...
Forum: Moving back or to the UK
Dec 20th 2025, 6:46 am
Replies: 6
Views: 1,808
Posted By EHM

Re: Tax burden for US 401k to Roth IRA rollover under UK FIG regime

Interesting, thanks for that link. I've just posted a response to try to get more info on the source for that statement. Of course by the time anyone has figured anything out, we'll have lost another...
Forum: Moving back or to the UK
Dec 12th 2025, 5:05 am
Replies: 6
Views: 1,808
Posted By EHM

Re: Tax burden for US 401k to Roth IRA rollover under UK FIG regime

Caveat: I am not a tax expert and have been trying to figure out the new FIG rules myself, with the help of a UK accountant. This is what I think I know.

Yes someone who arrived in 2022/23 could...
Forum: Moving back or to the UK
Nov 19th 2025, 8:53 pm
Replies: 24
Views: 1,765
Posted By EHM

Re: New question

Thank you for this info. The more time I spend on this forum the more I realise how little I knew before I made the move and how much less stress I would have had if I'd taken more time to ask...
Forum: Moving back or to the UK
Nov 18th 2025, 5:45 am
Replies: 24
Views: 1,765
Posted By EHM

Re: New question

This is good advice if you think you will be making regular visits back to the US, and/or might in the future want to stay longer than the ESTA permits. Since your GC expires in a few months you need...
Forum: Moving back or to the UK
Nov 17th 2025, 8:16 am
Replies: 24
Views: 1,765
Posted By EHM

Re: New question

You typically need to send in your I-407 and return your GC after you have already left the US as the form asks for the date of your last departure from the US. My letter was mailed to my UK address...
Forum: Moving back or to the UK
Nov 16th 2025, 11:46 pm
Replies: 24
Views: 1,765
Posted By EHM

Re: New question

You need to send the GC with your I-407, which gets mailed to a specific USCIS address. Per their website it is possible to submit at a Consulate "in very rare circumstances":...
Forum: Moving back or to the UK
Nov 16th 2025, 12:56 am
Replies: 5
Views: 1,596
Posted By EHM

Re: Moving from USA to UK

With regards to travelling with pets, have you fully investigated using a licensed pet transport service to help you fly your dog to the UK? Much shorter journey overall compared to transatlantic...
Forum: Moving back or to the UK
Nov 16th 2025, 12:11 am
Replies: 24
Views: 1,765
Posted By EHM

Re: New question

Might just be a misunderstanding of the process/terminology given that she has been living in the US and not had to think about things like this for a while. ESTA would be the way to go for a (I...
Showing results 1 to 25 of 151
 
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