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Brits and Aussies in the Bay! - Immigration, International Tax, UK Pensions /Superannuation and More

  • 28 Apr 2021
  • 3:45 PM - 5:15 PM
  • Zoom

Registration is closed

Join us for a live Webinar on April 28th, 2010 - 3.45pm - 5.15pm.

The event will include 15 minutes of networking among attendees with the panel-only in view commencing at 4pm.  During the panel session, you will be able to ask direct questions to our panelists using the chat feature on Zoom, and following the event, we will open up the screen to all attendees to mix and mingle.

If you have specific questions for panelists in advance or would like an introduction to one of the panelists directly, please email Jo Healey at  

To register, please visit the Eventbrite Page.  The event is complimentary and you will receive your Zoom link to attend upon completion of registration.

Whether you are a new British or Australian expat to the Bay Area or have been here a while, there are things you need to know to ensure success around your immigration and international tax status and your current and future finances. 

Navigating the US immigration laws (especially these days!), understanding the taxation system, 
establishing your credit history, and oh, what to do with those UK Pensions and Australian Superannuation funds that you left behind? While these issues may seem separate, your decisions about one issue, may negatively, or positively, impact one of the other areas.

Join us for a live Webinar on April 28th, 2021 - 3.45pm - 5.15pm. This is your chance to get your questions answered from our panel of experts.

Some of the questions you will have answered:


  • Now that I'm here, how quickly can I get a Green Card?
  • How difficult is it to change employers?
  • What's new for immigration with the new Biden Administration?
  • Do I have to declare my worldwide assets and/or worldwide income when I file my tax return?
  • I will only stay in the US for a short period of time; can I claim some tax back when I leave?
  • I want to transfer some money from Europe to my US bank account; do I have to declare something?
  • What is credit history, and why is it important?
  • How to apply for a mortgage when I don't have credit history?
  • How do I establish and maintain good credit?


  • Can I transfer my UK pension or Australian Superannuation Fund schemes to the United States?
  • What can I do with my UK pension now I have moved?
  • What options should I have to draw income from my UK pension at retirement in the US?
  • Am I required to take an income from my UK pension at a certain age?
  • What is the UK’s Lifetime Allowance Tax Charge?
  • Is income earned in a UK Pension or Superannuation Fund Tax-Deferred while in the US?
  • What US Tax disclosures are required for UK Pensions or Australian Superannuation Funds annually?
  • I’ve returned home to the UK/Australia. How will my US accounts (401k, IRA, etc.) be taxed?




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Address: PO Box 471285 San Francisco CA 94147

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