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Free E-Guide Download

UK ISA Guide For UK Expats In The US

UK ISA Guide

Understand what your US residency means for any UK ISAs you hold

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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

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.