◉ Category
Pensions & Investments
How UK SIPPs, workplace pensions, ISAs, and US retirement accounts are treated across both tax systems — and how the treaty helps.
Services in this category
- UK pension tax planningHow SIPPs and workplace pensions are treated under US law and the US-UK treaty — contributions, growth, and distributions.→
- US 401k / IRA — UK taxHow the UK taxes your US retirement accounts during growth, contributions, and distributions — and how the treaty interacts.→
- ISAs & UK funds (PFIC)ISAs are not tax-free for US persons. Unit trusts, OEICs, and investment funds inside ISAs are typically PFICs.→