FOR BRITISH EXPATS IN THE US WITH A UK PENSION WORTH £100K+
FOR BRITISH EXPATS IN THE US
WITH A UK PENSION WORTH £100K+
7 Key Questions For Expats With UK Pensions In The US
If you've got a UK pension and you're living in the US, it's worth knowing whether it's still working as hard as it could be. This free guide walks through what actually changes when you move abroad, and the decisions that are simple now and costly to unwind later.
Instant access · No cost
Written for British expats in the US with UK pensions
FOR BRITISH EXPATS IN THE US WITH A UK PENSION WORTH £100K+
FOR EXPATS WITH UK PENSIONS WORTH £100K+
7 Key Questions For Expats With UK Pensions In The US
If you've got a UK pension in the US, this free guide reveals what actually changes when you move abroad and which decisions matter now.
Instant access · No cost
Written for expats in the US with UK pensions
FOR BRITISH EXPATS IN THE US WITH A UK PENSION WORTH £100K+
7 Key Questions For Expats With UK Pensions
If you've got a UK pension and you're living in the US, it's worth knowing whether it's still working as hard as it
could be. This free guide walks through what actually changes when you move abroad, and the decisions that are simple now and costly to unwind later.
Instant access · No cost
Written for expats in the US with UK pensions
what's inside the guide
What actually happens to your UK pension when you live in the US - the questions most expats never get answered: how it's treated, what your options are, and what to check first.
Your tax-free lump sum, explained - you may be able to take a lump sum free of UK tax. Most US-based expats don't realise it's there.
Why a pension left untouched for years may be quietly underperforming - how default “lifestyle” strategies work, and why it's worth knowing what yours is actually invested in.
Consolidating several UK pensions into one - how bringing legacy pots together into a single UK SIPP can simplify things, and what to weigh up first.
“Can I move my UK pension into my 401(k)?” - the question everyone asks. The honest answer, and what the actual route looks like.
The mistakes that are easy to make from 3,000 miles away - currency, timing, and the decisions worth getting right before you act.
What happens to your UK pension if something happens to you - how death benefits work for expats, what the April 2027 inheritance tax change means, and the decisions worth making before it takes effect.
hear what others have to say
Instant access · Written for expats in the US with UK pensions
what's inside the guide
What actually happens to your UK pension when you live in the US - the questions most expats never get answered: how it's treated, what your options are, and what to check first.
Your 25% tax-free lump sum, explained - from age 55 you may be able to take a 25% pension commencement lump sum free of UK tax. Most US-based expats don't realise it's there.
Why a pension left untouched for years may be quietly underperforming - how default “lifestyle” strategies work, and why it's worth knowing what yours is actually invested in.
Consolidating several UK pensions into one - how bringing legacy pots together into a single UK SIPP can simplify things, and what to weigh up first.
“Can I move my UK pension into my 401(k)?” - the question everyone asks. The honest answer, and what the actual route looks like.
Passing your pension on to your family - how expats keep their pension working for the people who matter, rather than losing value to outdated rules.
The mistakes that are easy to make from 3,000 miles away - currency, timing, and the decisions worth getting right before you act.
What happens to your UK pension if something happens to you - how death benefits work for expats, what the April 2027 inheritance tax change means, and the decisions worth making before it takes effect.
What actually happens to your UK pension when you live in the US — the questions most expats never get answered: how it's treated, what your options are, and what to check first.
Your 25% tax-free lump sum, explained — from age 55 you may be able to take a 25% pension commencement lump sum free of UK tax. Most US-based expats don't realise it's there.
Why a pension left untouched for years may be quietly underperforming — how default “lifestyle” strategies work, and why it's worth knowing what yours is actually invested in.
Consolidating several UK pensions into one — how bringing legacy pots together into a single UK SIPP can simplify things, and what to weigh up first.
“Can I move my UK pension into my 401(k)?” — the question everyone asks. The honest answer, and what the actual route looks like.
Passing your pension on to your family — how expats keep their pension working for the people who matter, rather than losing value to outdated rules.
The mistakes that are easy to make from 3,000 miles away — currency, timing, and the decisions worth getting right before you act.
what's inside the guide
What actually happens to your UK pension when you live in the US — the questions most expats never get answered: how it's treated, what your options are, and what to check first.
Your 25% tax-free lump sum, explained — from age 55 you may be able to take a 25% pension commencement lump sum free of UK tax. Most US-based expats don't realise it's there.
Why a pension left untouched for years may be quietly underperforming — how default “lifestyle” strategies work, and why it's worth knowing what yours is actually invested in.
Consolidating several UK pensions into one — how bringing legacy pots together into a single UK SIPP can simplify things, and what to weigh up first.
“Can I move my UK pension into my 401(k)?” — the question everyone asks. The honest answer, and what the actual route looks like.
Passing your pension on to your family — how expats keep their pension working for the people who matter, rather than losing value to outdated rules.
The mistakes that are easy to make from 3,000 miles away — currency, timing, and the decisions worth getting right before you act.
What actually happens to your UK pension when you live in the US - the questions most expats never get answered: how it's treated, what your options are, and what to check first.
Your tax-free lump sum, explained - you may be able to take a lump sum free of UK tax. Most US-based expats don't realise it's there.
Why a pension left untouched for years may be quietly underperforming - how default “lifestyle” strategies work, and why it's worth knowing what yours is actually invested in.
Consolidating several UK pensions into one - how bringing legacy pots together into a single UK SIPP can simplify things, and what to weigh up first.
“Can I move my UK pension into my 401(k)?” - the question everyone asks. The honest answer, and what the actual route looks like.
Passing your pension on to your family - how expats keep their pension working for the people who matter, rather than losing value to outdated rules.
The mistakes that are easy to make from 3,000 miles away - currency, timing, and the decisions worth getting right before you act.
What happens to your UK pension if something happens to you - how death benefits work for expats, what the April 2027 inheritance tax change means, and the decisions worth making before it takes effect.
hear what others have to say
Instant access · Written for British expats in the US with UK pensions
hear what others have to say
Instant access · for expats with UK pensions
Disclosure: Advisory services in the United States are offered and provided through Beacon Global Advisor Network, LLC, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or education and does not imply any regulatory authority has passed upon the firm or its advisors. Beacon Global Advisor Network, LLC and "W1 Investment Group" are unaffiliated. For disclosure information about Beacon Global Advisor Network, LLC click here. W1 Investment Group is a marketing name and is not licensed or registered to conduct advisory business.
Some of the content of this communication was provided by third parties of W1 Investment Group. We have not verified the information contained herein, but we believe the content is reliable. None of this content should be construed as legal, accounting or tax advice. Many legal issues, accounting or tax regulations are complex and often have highly-individualized requirements, you should seek the advice of a competent professional if you have specific questions.
© W1 Investment Group| All Rights Reserved
Some of the content of this communication was provided by third parties of W1 Investment Group. We have not verified the information contained herein, but we believe the content is reliable. None of this content should be construed as legal, accounting or tax advice. Many legal issues, accounting or tax regulations are complex and often have highly-individualized requirements, you should seek the advice of a competent professional if you have specific questions.
Disclosure: Advisory services in the United States are offered and provided through Beacon Global Advisor Network, LLC, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or education and does not imply any regulatory authority has passed upon the firm or its advisors. Beacon Global Advisor Network, LLC and "W1 Investment Group" are unaffiliated. For disclosure information about Beacon Global Advisor Network, LLC click here. W1 Investment Group is a marketing name and is not licensed or registered to conduct advisory business.
© W1 Investment Group | All Rights Reserved