Tuesday, December 31 through January 01, 2025

London, United Kingdom

(RECORDING) ISAs for Americans in the UK

THIS EVENT HAS PASSED.

SCROLL DOWN TO DONATE $7.50 FOR THE RECORDING.

Are you a US or dual citizen and you want to learn about ISAs?

Join us for this Zoom webinar on how to open an ISA account for Americans living in the UK.

WHEN: Tuesday, March 26th from 6:30-8pm UK time


$15.00 General Admission or $7.50 Retired/Student/Unemployed. Recording available. All proceeds go to Democrats Abroad UK.

Scroll to the bottom for tickets

Join us for this special webinar to discuss UK Individual Savings Account (ISAs) options available to Americans living in the UK. The aim of this event is the debunk the myth that Americans can't open an ISA. Presented by Rebecca Lammers, Chair of the Democrats Abroad Taxation Task Force and Nathalie Goldstein from MyExpatTaxes. This event will explain what ISAs are, if they're a good savings or investment product, and the US tax consequences.

The webinar will cover topics including:

  • Cash vs Stocks & Shares ISAs
  • Whether Junior or Lifetime ISAs are good savings vehicles for Americans in the UK
  • How to find a bank that will allow Americans to open an ISA
  • How to identify if something is a "PFIC"
  • How ISAs are taxed on the US side
  • How to invest in US ETFs

This webinar is for you if:

  • You just moved to the UK and you want to know what your saving or investing options are
  • You've lived here for a long time and you've not been able to figure out how to open an ISA
  • You are interested in knowing what investment options are available starting at £5
  • If you've been looking at opening an ISA but haven't found a way to do it yet

Attendees are asked to please pre-submit any questions you have using this form by Friday, March 22nd. The more questions we get in advance, the better we can prepare and shape the program around the things you want to learn about the most!

Ticket proceeds go to Democrats Abroad, feel free to get a $20.24 boost ticket to bump up your donation!

If you are unable to attend this event you can select the recording ticket option (scroll to the bottom of this page)

Add event to calendar

AppleGoogleOffice 365OutlookOutlook.comYahoo

The fine print:

  • No refunds are available.
  • We can't guarantee we will be able to answer all questions submitted before, during, or after the event, but we will try to answer as many questions as possible.

Please click here to add yourself to the Democrats Abroad Taxation Task Force mailing list to keep up to date with the actions and upcoming events.

Disclaimer: Democrats Abroad cannot provide individual tax advice. We are not tax lawyers, accountants or advisers. Please consult a professional tax adviser/accountant/return preparer when addressing your personal tax matters.

We recommend the IRS Tax Return Preparer Directory to find a service provider who meets your needs and budget, though buyers need always beware. Democrats Abroad suggests Americans abroad in need of tax advice consult the IRS Tax Return Preparer Directory to find an advisor or tax return preparer near you or providing online services: https://irs.treasury.gov/rpo/rpo.jsf

WHEN

Tuesday, December 31, 2024 at 10:30 PM London Time through January 01, 2025

CONTACT

DAUK Tax Committee
[email protected]

Buy tickets here!

$7.50 Recording Only Be sure you're opted into emails before booking. If you're opted out, you won't be emailed the recording.

$20.24 Boost Donation (Recording Only) Be sure you're opted into emails before booking. If you're opted out, you won't be emailed the recording.

234 RSVPs