UK Pension News & Insights

San Diego Expat Panel: Currency Transfer, Tax Planning, UK Pensions, Immigration, and Banking

25 September, 2024

Attention British Ex-Pats living in San Diego. This is one evening you do not want to miss.

No matter if you have lived here for decades, or for just a couple of years, one thing is for certain, the rules, the laws, the trends, and the economic climate change year after year. We have assembled a team of experts to appear in a panel and answer all your questions about tax planning, immigration status, and current and future finances. Also how to navigate immigration laws, establish your credit history, and understand the taxation system And finally, not to forget about your UK pension!

Join the BABC San Diego on October 8, 2024 at the California English restaurant for some in-person networking at 5:00pm. The panel session will begin at 6:00pm. Complimentary hor d’oeuvres and one drink ticket included.

Full event details are here.

Some of the questions you will have answered:

UK PENSIONS:

  • Can I transfer a UK pension plan to the United States?
  • What options should I have in the UK to draw income from my pension at retirement?
  • What has happened to the UK’s Lifetime Allowance Tax Charge?

INTERNATIONAL TAX & ESTATE PLANNING:

  • Do I have to declare my worldwide assets and/or worldwide income when I file my tax return?
  • I will only stay in the US for a short period of time; can I claim some tax back when I leave?
  • I want to transfer some money from Europe to my US bank account; do I have to declare something?

IMMIGRATION:

  • Now that I’m here, how quickly can I get a Green Card?
  • How difficult is it to change employers?