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Forum: USA

Dec 22nd 2017, 11:43 am

Replies: 17

Tax questions from US taxpayer beneficiary of UK SIPP

Views: 5,175

Posted By MidAtlantic

Re: Tax questions from US taxpayer beneficiary of UK SIPP

The advantages for me were that I could consolidate my SIPP and two relatively small personal pensions into one SIPP pot and also pay substantially less in fees.

Yes the SIPP is just a "wrapper"....

Forum: USA

Nov 28th 2017, 1:10 pm

Replies: 17

Tax questions from US taxpayer beneficiary of UK SIPP

Views: 5,175

Posted By MidAtlantic

Re: Tax questions from US taxpayer beneficiary of UK SIPP

I would do the application with AJ Bell, on which you specify that the sum is being transferred from HL. AJ Bell then contact HL for the transfer.

Forum: USA

Nov 28th 2017, 11:40 am

Replies: 17

Tax questions from US taxpayer beneficiary of UK SIPP

Views: 5,175

Posted By MidAtlantic

Re: Tax questions from US taxpayer beneficiary of UK SIPP

As a dual UK/US citizen I transferred my SIPP, plus other stakeholder pensions to an AJ Bell SIPP, with no issues. I did it to consolidate my various UK pensions in one place and to reduce the fees I...

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