Search Results for: IRA Taxation

Individuals with ties to both the United States and the United Kingdom, that have pension assets and planning for their distribution upon death, can be a complex undertaking. Inheirtence tax is payable on 401ks and IRAs. There are some important estate planning to do. Taking steps from administration to tax mitigation in advance as possible. […]

Americans who live in the UK have different financial options open to them, in particular in terms of investment and taxation. A unique option for UK citizens is an Individual Savings Account (ISA). ISAs have tax benefits in the UK, but they are not taxed by the IRS in the US. Americans can be significantly advantaged from investing

New rules in 2025 mean hassle-free moves need planning. We have seen that tax policies change. Inheritance can shift. The UK has a new regime for people coming in. So if moving to the UK from overseas, some sensible planning is needed. Moving for retirement also requires special planning. Tax and financial planning advice are

If you receive a letter from Vanguard this year stating that your mutual fund account is with their legacy platform and that you are not a US Resident, you might be wondering what this means and what to do about it. The letter suggests that Vanguard will discontinue the legacy platform used for the account

Pensions built up over a working life could mean there are UK and US pots to consider. If living in the UK with US pensions, then complexities make getting advice a normal course of action, but it’s not something that all advisers have knowledge of or can advise. 7 March 2025 Change of Processes On

Introduction to the UK Lifetime ISA for Expats The UK Lifetime ISA (LISA) is a government-backed savings scheme introduced in April 2017 to help young people save for their first home or retirement. It offers a generous 25% bonus on savings, making it an attractive option for expats looking to get on the UK property