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Topic: US Pension while working in the UK  (Read 4500 times)

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Re: US Pension while working in the UK
« Reply #15 on: September 02, 2025, 12:50:36 PM »
Finally have gotten around to filling out my UK taxes form for my US pension, but am a bit confused about the following section.

"Pension saving tax charges etc"

I don't think it applies to me, but I also don't want to delete the section before I am sure. Thanks.


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Re: US Pension while working in the UK
« Reply #16 on: September 02, 2025, 02:58:43 PM »
Finally have gotten around to filling out my UK taxes form for my US pension, but am a bit confused about the following section.

"Pension saving tax charges etc"

I don't think it applies to me, but I also don't want to delete the section before I am sure. Thanks.

Probably doesn’t apply to you but it might.

https://assets.publishing.service.gov.uk/media/5a7d5095ed915d28e9f398c8/hs346.pdf

UK tax-relieved funds are funds in an overseas pension scheme made up of:
• contributions made by you, or on your behalf, on or after 6 April 2006
that were relieved or exempted from UK tax
• employer contributions made on or after 6 April 2006 for retirement and
death benefits if you were exempted from UK Income Tax on those
contributions, and
• the notional fund attributable to the expense incurred on or after
6 April 2006 by your employer for your retirement and death benefits,
if you were exempted from UK Income Tax on that expense.
UK transferred funds are funds in an overseas pension scheme

Dual USC/UKC living in the UK since May 2016


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