All Questions
Tagged with isa united-states
9 questions
1
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0
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240
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Should a UK-US dual national open a S&S lifetime ISA?
Context
I am 24, live in the UK and just starting to think about long-term savings. I've heard that the UK lifetime ISA is one of the more effective ways to save for a first house/retirement. Since ...
- 11
3
votes
1
answer
140
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Can one gift surplus US income to a sibling in the UK to put into an ISA, and be re-gifted this money on their return to the UK?
Suppose a UK citizen ("Alice") moves to the US for 3 years for work. I am aware that 1) when Alice stops being a UK resident, she is no longer able to pay into UK ISAs, and 2) when she ...
- 31
1
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0
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42
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Tax-free (or low tax) investments for US citizen residing in the UK?
I am a US citizen residing in the UK (long-term, possibly including in retirement). My spouse is also a US citizen, and my children have dual citizenships.
Are there any investments available to us ...
- 121
0
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1
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117
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Cost basis for imported shares formerly in an ISA
I recently became a resident of the US. I was formerly a resident of the UK. I transferred my stocks and shares from the UK to a US broker shortly after I moved.
I understand that when selling these ...
- 1,886
3
votes
1
answer
160
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Is there an accepted standard for how US tax system treat UK ISAs for expats?
For US citizens living in the UK, the US tax system treats UK pension contribution and withdrawals pretty much like the UK does. Tax-free contributions, taxes due on withdrawals. Just like a ...
- 2,293
0
votes
1
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626
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Applying for "Help to buy" ISA. Asks for TIN number. Should I worry? (UK)
I applied for a Halifax "Help to Buy" ISA (UK Government scheme).
I was born in the USA (but have not been a resident since I was 4 years old, now 26 and my parents are British) so I entered that was ...
- 101
6
votes
1
answer
3k
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Any US tax implications --- transferring UK ISA balance to USA
My wife has an e-ISA in the UK, from her time living there. It is a savings ISA, not a shares ISA. It is earning very low interest. For ease, I'd like to transfer the money to our USA accounts so ...
- 61
5
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3
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5k
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UK ISA status after moving to USA: Would the IRS charge tax on my ISA?
If I were to move from the UK to the USA and leave my tax-free savings accounts (ISA's) open in the UK, with the intention to returning to the UK after 2 years, what would the status of said ISA's be ...
- 205
7
votes
1
answer
14k
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US ISA equivalent for tax exempt investment & savings
In the UK you can put up to £11,520 per year into an Individual Savings Account (ISA). This account allows you to invest in stock, unit trusts, index funds etc. and all income and capital gains are ...
- 193