by Cross Border | Jun 10, 2020 | General News, Investment Planning, QROPS / UK Pension Planning, UK / Australia Financial Planning, US / UK Financial Planning
For many years I have been advising globally mobile people and their families and there has always been an issue that regularly arises. Non-UK based Financial advisers selling commission-based investment and pensions products to expats. It is often the case that...
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 | 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...
