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    US Citizen seeking UK Financial Planner/Advisor

    @bettyperson If it's a UK-based defined contribution (i.e. money purchase) pension trust, it should not be subject to PFIC rules even if the investments are made in funds (see here).\) If it is a defined benefit pension, the issue doesn't arise, of course. (*) do check the pension is not...
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    US Citizen seeking UK Financial Planner/Advisor

    @bettyperson What you need to be aware of as a US citizen are PFIC rules. The bottom line is that you cannot invest in non-US collective investment funds such as ETFs or UCITs. You may be able to open a US brokerage account and invest in US ETFs, but you potentially run afoul of UK Reporting...
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    I moved to the US from the UK, can I transfer my UK pension to my 401k or Roth IRA?

    @michaelvenia Generally no. The only accounts you can move into a 401(k) or IRA are ‘qualified’ plans that satisfy the US Internal Revenue Code in both form and operation. This is not true of most non-US plans (I think Canadian plans may be an exception but can’t be sure). UK pension plans...
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