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Search: Posts Made By: durham_lad
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Yesterday, 10:30 pm
Replies: 40
Views: 689
Posted By durham_lad

Re: Finally, moving back to England!

In 2016 my wife and I renewed our British passports while living in the UK. No problem but had to send in our US passports as well.

Our son also renewed his British passport in 2016 while he was...
Forum: USA
Yesterday, 5:00 pm
Replies: 24
Views: 731
Posted By durham_lad

Re: US/UK dual taxation treaty and pension income

I'm pleased that I avoided any of the UK lump sum taxability questions by not choosing a lump sum from my 2 UK defined benefit schemes.

I do take Roth distributions while living in the UK and they...
Forum: USA
Dec 2nd 2021, 9:54 am
Replies: 24
Views: 731
Posted By durham_lad

Re: US/UK dual taxation treaty and pension income

The article believes strongly that if it is a tax free pension payment in one country then it should be tax free in other. It gives Roth distributions as an example so by extension if you have tax...
Dec 1st 2021, 8:28 am
Replies: 10
Views: 325
Posted By durham_lad

Re: Putting Dates in the Diary

she was talking cats :)
Forum: USA
Nov 30th 2021, 7:51 pm
Replies: 24
Views: 731
Posted By durham_lad

Re: US/UK dual taxation treaty and pension income

IRS form 2002 is what you need to file and they inform HMRC
...
Forum: USA
Nov 30th 2021, 7:22 pm
Replies: 24
Views: 731
Posted By durham_lad

Re: US/UK dual taxation treaty and pension income

I took it that what the OP applied to the IRS for was proof that they are US tax residents. This is what I also had to do. This is needed to stop HMRC from requiring the pension provider to take out...
Forum: USA
Nov 30th 2021, 8:48 am
Replies: 24
Views: 731
Posted By durham_lad

Re: US/UK dual taxation treaty and pension income

Regardless of the tax treaty the UK does not tax its citizens if they reside overseas so HMRC are going to have to stop taxing the husband’s pension and refund the taxes he has paid up to now. If...
Forum: USA
Nov 29th 2021, 9:34 pm
Replies: 24
Views: 731
Posted By durham_lad

Re: US/UK dual taxation treaty and pension income

Your situation sounds identical to what I went through. I always showed gross UK pension on my IRS return and didn’t consider trying claim a foreign tax credit. HMRC came good in the end and refunded...
Nov 29th 2021, 10:20 am
Replies: 6
Views: 408
Posted By durham_lad

Re: Moving belongings?

Same here, the Salvation Army were great for large items like furniture, the washing machine and clothes dryer. Odd stuff like the wireless router UPS didn't suit charity shops so I used a...
Nov 28th 2021, 9:01 am
Replies: 6
Views: 408
Posted By durham_lad

Re: Moving belongings?

We loved our Lazy Boy electric recliners and amazingly it is dual voltage. The rest of the electric items we sold or donated to charity.
Forum: USA
Nov 26th 2021, 6:28 pm
Replies: 9
Views: 493
Posted By durham_lad

Re: FATCA legal challenge

You are right, if banks didn’t have to comply with FATCA it would make things easier as more of them would not bar US customers. For example, Vanguard has almost identical ETF equivalents on their...
Forum: USA
Nov 26th 2021, 3:32 pm
Replies: 9
Views: 493
Posted By durham_lad

Re: FATCA legal challenge

I hope she wins, but it will make no difference to us as we never hit the FATCA reporting limits. (USCs living in the UK). Citizenship based taxation is the big issue for us. (The article is behind...
Nov 26th 2021, 3:26 pm
Replies: 6
Views: 408
Posted By durham_lad

Re: Moving belongings?

We moved back from the USA and sold or gave away a lot of stuff including beds, large appliances (wrong voltage anyway) and we ended up with a 20’ container, 3/4 full. Worked out fine for us.
Forum: USA
Nov 23rd 2021, 10:30 am
Replies: 7
Views: 679
Posted By durham_lad

Re: Estate planning and wills for US residents with UK assets

Very interesting thread. Fortunately we don’t own property in the USA but do have brokerage accounts where we have beneficiaries set up.

one thing I’m not sure of is UK inheritance tax, which...
Nov 22nd 2021, 8:54 am
Replies: 11
Views: 599
Posted By durham_lad

Re: Renting

That sounds like great progress. Well done.
Forum: USA
Nov 21st 2021, 10:57 am
Replies: 37
Views: 1,826
Posted By durham_lad

Re: Entering the UK with a US passport

Most countries, including the USA, don't give exit stamps.

With Australia you do have to go through border control on leaving, and complete an exit form. They check your passport at that point to...
Nov 21st 2021, 8:37 am
Replies: 25
Views: 1,455
Posted By durham_lad

Re: Shipping situation from USA to UK

Congratulations on finally getting all your stuff!!
Nov 20th 2021, 8:31 am
Replies: 11
Views: 599
Posted By durham_lad

Re: Renting

I think it only establishes the ability to easily pay in £s. Even a letter from a bank to an address does not prove a person is resident at that address.
Nov 19th 2021, 7:15 pm
Replies: 11
Views: 599
Posted By durham_lad

Re: Renting

I wish I knew how to help. We had no credit score when we were returning from the USA but did have a UK bank account that we could use to send money from. We managed to rent a place from the USA and...
Nov 18th 2021, 1:29 pm
Replies: 10
Views: 647
Posted By durham_lad

Re: Transfer of Residence form

We didn't list every item. All the small stuff went into 2 or 3 boxes labelled "Miscellaneous - Living Room" or "Miscellaneous - Bedroom"

Nothing really valuable in those boxes, just memories.
Nov 15th 2021, 4:11 pm
Replies: 17
Views: 965
Posted By durham_lad

Re: Moving back 1 stop service?

We returned to the north of England in 2016 and hired a car for 2 weeks on arrival. We found and bought a second hand car from a dealer within a week and turned the hire car in early. Insurance was...
Nov 13th 2021, 10:40 pm
Replies: 19
Views: 896
Posted By durham_lad

Re: How access Barclays from abroad?

Good tip, I’ll have to try that.
Nov 13th 2021, 8:18 pm
Replies: 9
Views: 540
Posted By durham_lad

Re: Transfer of Pension and Tax liability?

You check here, simply enter your date of birth. I was born 1955 and OAP age is 66.

https://www.gov.uk/state-pension-age
Nov 13th 2021, 8:11 pm
Replies: 19
Views: 896
Posted By durham_lad

Re: How access Barclays from abroad?

You do it online.

From your iPad or iPhone goto Settings, then click on your name at top left, then in the right panel click on Media and Purchases, "view account" and from there you can switch...
Nov 11th 2021, 2:49 pm
Replies: 17
Views: 965
Posted By durham_lad

Re: Moving back 1 stop service?

Great post.

I will add that for us we did not need a utility bill to prove we lived where we said we did, they simply accepted the address of our rental property. We also did not have a modern...
Showing results 1 to 25 of 1000
 


 
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