by Cross Border | Jul 22, 2019 | FATCA, General News, QROPS / UK Pension Planning, UK / Australia Financial Planning, US / UK Financial Planning
When it comes to managing your UK pensions and preparing them for retirement, especially when you live outside of the UK or you are a US connected individual, care needs to be taken. You will have to deal with a lack of providers willing to help you, currency risk and...
by Cross Border | May 28, 2019 | FATCA, General News, Investment Planning, US / UK Financial Planning
‘I didn’t realise the tax problems that my Stocks and Shares ISA in the UK would cause me. Should I get rid of it and what are my options?’ Stocks and Shares ISA’s are a tax efficient way to invest for a UK citizen living in the UK. However, for an American expat in...
by Cross Border | Mar 11, 2019 | FATCA, General News, Investment Planning, US / UK Financial Planning
For an American expatriate in the UK, a UK pension can provide a solution to meet the tricky objective of tax efficient investing. For a British expat in America, you can find out more about the UK pension planning opportunities here...
by Cross Border | Oct 22, 2018 | FATCA, General News, QROPS / UK Pension Planning, US / UK Financial Planning
When the British Government are conjuring up ideas of how to raise extra revenue, you can bet that pensions will be somewhere in the top one of that list. Pension legislation was never simple to start with but ironically this makes it more appealing for the chancellor...
by Cross Border | Jul 27, 2018 | FATCA, General News, Investment Planning, US / UK Financial Planning
“I have just inherited some money in the UK and I would like to know what my investment options are?” “I have just sold my property in the UK and I would like to create an investment plan for the money that works both whilst I live in the US but also if I return to...
by Cross Border | Jul 27, 2018 | FATCA, General News, Investment Planning, US / UK Financial Planning
What is a PFIC? A foreign corporation will qualify as a PFIC if 75 percent or more of the foreign (i.e. non-US) corporations’ gross income were passive income. Passive income includes interest, dividends, rents and royalties. In addition, under the asset test, a...
