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Forum: USA

Mar 29th 2024, 12:30 am

Replies: 18

UK Personal Pension Advice

Views: 1,421

Posted By Glasgow Girl

Re: UK Personal Pension Advice

I believe that is consistent with what I communicated earlier which is that the only way to escape WEP on a foreign pension is either to forfeit all rights to a pension before becoming eligible or to...

Forum: USA

Mar 28th 2024, 3:42 pm

Replies: 18

UK Personal Pension Advice

Views: 1,421

Posted By Glasgow Girl

Re: UK Personal Pension Advice

Unfortunately with very few exceptions, Article 17 (1) (b) being one of them, the savings clause within the tax treaty allows the US the right to tax its citizens (living in the USA) as if the tax...

Forum: USA

Mar 28th 2024, 1:43 pm

Replies: 18

UK Personal Pension Advice

Views: 1,421

Posted By Glasgow Girl

Re: UK Personal Pension Advice

While I would love to take credit for successfully taking on the IRS, the success belongs to Glasgow Kid . No relation to me other than the fact that we both appear to come from Scotland, where we...

Forum: USA

Mar 28th 2024, 5:26 am

Replies: 18

UK Personal Pension Advice

Views: 1,421

Posted By Glasgow Girl

Re: UK Personal Pension Advice

The IRS has expressly stated that Article 17(2) of the tax treaty does not apply to is tax residents so that clause is knocked out, leaving 17 (1) (a) and (b)....

Forum: USA

Mar 28th 2024, 1:22 am

Replies: 18

UK Personal Pension Advice

Views: 1,421

Posted By Glasgow Girl

Re: UK Personal Pension Advice

Here is a link that provides a lot of detail on what can and cannot be WEP’d. Everyone can read and interpret as they see fit. First posted by USADragon last year. It is a very helpful insight into...

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