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401K and IRA

We are able to assist with the withdrawal of US-based pensions and retirement funds. Many individuals, both US and Non-US citizens frequently experience difficulties when the time comes to withdraw from a US-based retirement fund.

This can be a complex, and time-consuming process. In addition, there can sometimes be unexpected (and unwanted) tax implications.

This is an area where we have a wealth of experience and can assist with ensuring that the tax liability resulting from any retirement fund withdrawal is minimised.

This can vary from obtaining a refund of withholding tax, to making certain that any withdrawal is properly reported on a US tax return if necessary, and removing any risk of non-compliance from the equation.

If you have any queries, concerns or need further information please feel free to contact us, we are here to help.

Still unsure if you need to file a US tax return?

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Disclaimer: Information on this website is of a general nature and is not intended for use without professional advice.