Latest / Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
69. Retiring Abroad: Will Your UK Tax-Free Lump Sum Be Taxed in the US?
Upcoming changes to financial legislation mean many British expats should seriously rethink how and when they access their UK pensions. From April 2027, unused UK pensions are expected to be included in the UK inheritance tax (IHT) net as UK‑situs assets. For long-term expats with sizeable pensions, this could mean a potential 40% tax hit on what’s passed to heirs.
In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by Chris Hall – International Income Tax & Social Security Specialist at PKF O’Connor Davies – to discuss the upcoming…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.