British Expats - Search Results

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Forum: USA

Mar 13th 2018, 8:24 pm

Replies: 112

Views: 64,229

Posted By theOAP

Re: UK Pensions related to UK/US Tax Treaty

You are correct in one aspect, we do in fact 'do our own research'.

In your first post, reply #60 on page 4, you stated "I have been told these amounts are NOT taxable in US." Who told you this?...

Forum: USA

Mar 13th 2018, 5:58 pm

Replies: 112

Views: 64,229

Posted By theOAP

Re: UK Pensions related to UK/US Tax Treaty

It's simple, really.

First, agree with your UK pension provider to initiate a series of periodic payments under UFPLS with a portion of each payment qualifying under HMRC rules, and that 25% of...

Forum: USA

Mar 13th 2018, 10:46 am

Replies: 112

Views: 64,229

Posted By theOAP

Re: UK Pensions related to UK/US Tax Treaty

This topic is very relevant for a USC resident in the UK with a UK pension. A USC is always resident in the US for tax purposes, each and every year, regardless of where and for how long they have...

Forum: USA

Mar 27th 2017, 4:46 pm

Replies: 112

Views: 64,229

Posted By theOAP

Re: UK Pensions related to UK/US Tax Treaty

Does the basis in the pension (for US tax purposes), and how, where, and under what circumstances acquired, have any consequence on the calculation of the 25% tax free amount?

Full basis (entire...

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