A Cross-Border Finance & Tax Podcast To Filter Out The Noise
Hosted by Jane Mepham, CFP & Manasa Nadig, EA
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About
The International Money Café Podcast addresses the unique financial, tax, and life challenges faced by foreign-born individuals, foreign nationals on work visas, and U.S expats living outside the U.S.
Join us as we navigate the financial complexities, decode the challenges, and provide actionable strategies for thriving financially in a global landscape.
All Episodes
Every episode gives you tips on pursuing your financial dream while staying tax-compliant, saving you hours of combing the Internet for information relevant to your situation!
Ep 70: What is English for "UK SIPP"?
In this episode, we discuss the complexities of the UK Self-Invested Personal Pension (SIPP) for U.S. residents with UK pensions.
We explore the basics of SIPPs, their advantages, and the critical tax implications and reporting requirements for US residents who hold a SIPP.
It's important to work with specialists to navigate these complexities and ensure compliance with both UK and US regulations.
Key Takeaways
UK SIPPs are popular for consolidating old pensions.
An international SIP is a UK product for non-UK residents, since most UK providers won't accept foreign addresses.
SIPs are not treated the same as US retirement accounts.
The IRS does not classify UK SIPs as tax-advantaged.
The US-UK tax treaty can mitigate some tax issues.
Meet Your Hosts
Jane Mepham, CFP and
Manasa Nadig, EA
Jane Mepham, CFP®, and Manasa Nadig, EA, are leading experts revolutionizing cross-border financial and tax advice for green card holders, foreign-born U.S. citizens, foreign nationals on work visas, and U.S. expats.
Jane, the founder of Elgon Financial Advisors in Austin, TX, and Manasa, the founder of MN Tax & Business Services in Plymouth, MI, combine their extensive knowledge and personal experiences to provide invaluable insights on the podcast.
Explore their journeys and expertise through their blogs, LinkedIn, Twitter, and Instagram pages.
If you’d like to go beyond the podcast and explore working with us one-on-one
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