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Free E-Guide Download

Thank You

Your free e-guide, 'UK ISA Guide For UK Expats In The US' is available to download below. You can also book a complimentary consultation with us by clicking the button below.

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Overview

In the UK, one of the most common tax efficient savings tools is an Individual Savings Account (ISA for short). However, if you are planning on staying in the US permanently, ISAs are not recognized by the IRS so neither capital gains or income from ISAs, are tax free.

This UK ISA E-book covers all you need to know in terms of holding an ISA whilst living in the US and why you should consider repurposing your investments towards compliant, and potentially more tax friendly solutions.

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  • Features that still apply, and which don't
  • Can you withdraw whilst living in the US?
  • When you need to complete a Foreign Bank and Financial Accounts Report (FBAR)
  • Are individual shares held within ISAs taxable in the USA on sale or disposition?
  • What penalties are ISAs subject to when held by a US resident?
  • When is best to keep your ISA?
  • Why now is a good time to consider organising your UK ISAs
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Skybound Wealth USA
2700 Post Oak Blvd.
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Houston, TX 77056

clientservices@skyboundwealthusa.com+1 (346) 845-0001

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