US / UK Tax and Pension Update

UK Expat in the USA Pension and Tax

The relationship between the UK and America was recently described as the "greatest alliance the world has ever known".

Unfortunately for British nationals living in the US, this alliance doesn't extend to provisions for your personal finances.

As a result, there are a number of significant issues that as a Brit in the US you must negotiate personally.

Our team of experienced Advisors have compiled a comprehensive e-Guide which covers everything you need to know to stay in control of your liabilities back in the UK.

Download your FREE E-guide to find out:

  • Why you could still be deemed a UK domicile, even after living here for some years
  • How you can legally reduce your IHT liability
  • What the LTA (Lifetime Allowance) is, and how you can protect against it
  • Which pension options are available to you
  • The tax increase on your UK property
  • How the QROPS bombshell affects you
  • Why your existing insurance might not cover you while you’re in the US

Just like you, GWM USA's team of Advisors have left the UK behind, and as a result they have first hand experience of the issues faced by British nationals in the US.

By reviewing existing private pension & retirement plans, many UK expats find freedom from UK pension rules, and also can;

  • Take a bigger tax-free lump sum upon retirement
  • Consolidate their old UK pensions into one place
  • Draw income through retirement to suit their needs
  • Avoid pension tax allowance charges
  • Improve their tax efficiency
  • Pass more on to loved ones

At GWM USA we know that making a decision on which solutions is right for you can be daunting, which is why we have produced a handy guide to help you answer your questions.

From our office in the heart of Miami’s main financial district

GWM USA’s team of qualified and experienced financial planning experts provide independent and regulated advice to international professionals and global investors across the USA. We understand the local hurdles that expats need to overcome and have first-hand knowledge of how to use your international status to successfully achieve your investment goals.

Get the facts from the expat experts, download your FREE
Retirement Review 2019 e-guide NOW

GWM USA LLC, 1450 Brickell Avenue, Suite 2180, Miami, 33131 FL

GWM USA LLC is part of the GWM Group for all Group regulatory details please visit https://www.gwm-intl.com/about-menu/regulations. GWM USA LLC through its advisors offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a registered investment adviser with the Securities and Exchange Commission (SEC).

SEC number : 801-110724 : CRD number is 288833. Registration with the SEC does not imply a certain level of experience or education and does not mean the SEC approves or endorses BGAN.

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