US Resident Receiving a UK Pension Cross-border financial planning can become incredibly complex, especially when you factor in different jurisdictions and tax authorities, such as the IRS and HMRC. As a US resident with UK pension provisions, you may be confused as to what your best options are, or whether you should consider transferring your […]

Reporting Your UK Pension SIPP/QROPS USA Tax reporting and compliance is a key requirement for anyone’s financial assets but never more so than in the United States. If you have built up UK pension contributions and hold one or more UK pension fund then it is important to know it is compliant for the SEC […]

401K Rollover for Expats Are you an ex-pat living in the United States? Are you a US ex-pat now living outside of the US? If so the likelihood is that you have built up some 401K. Within this article, we will review the options available to you including 401K rollover for Expats.  What is a […]