Transfer Your UK Pension to the USA
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Get in touch to explore your pension transfer options and how to access your retirement income tax-efficiently while living in the US.
Navigating UK pension transfers to the USA is complex. Our free guide breaks down your options, avoids costly mistakes, and ensures your pension is working for your future, not against it. Our free PDF download includes:
- QROPS vs SIPPs, what still works for US residents
- The 25% Overseas Transfer Charge explained
- Real-world case studies of successful transfers
- Tax traps to avoid when living in the US
Why Transfer Your UK Pension to the USA?
Transferring your pension can bring major benefits:
- Tax Efficiency under the UK–US Double Taxation Agreement
- Reduced Currency Risk through better planning
- Flexible Investments with broader, US-aligned options
Meet Your Adviser
Edward specialises in helping US-connected individuals manage and structure their UK assets in a way that remains compliant, efficient, and aligned with long-term goals.
Working with Americans living in the UK, dual UK/US nationals, and those moving between the two, he focuses on the complex interaction between UK financial planning and US tax rules, where mistakes can be costly.
His expertise covers UK pensions (including SIPPs and legacy schemes), investment portfolios, and wider wealth structuring, ensuring everything is aligned with both IRS and HMRC requirements.
🌍 UK–US cross-border specialist
📊 Pensions, investments, and tax-efficient structuring
🇺🇸 Focus on avoiding US tax pitfalls and maintaining compliance
🔍 Clear, straightforward advice without unnecessary complexity
Edward holds a Diploma in Financial Advice from the London Institute of Banking and Finance and supports clients through key financial decisions such as relocation, retirement planning, and restructuring assets across borders.
Edward Deane | Private Wealth Manager
Edward Deane Wealth Management is a trading style of Chase Buchanan Ltd.
Chase Buchanan Ltd is authorised and regulated by the Cyprus Securities and Exchange Commission (CySEC) with CIF Licence 287/15. Chase Buchanan Ltd provides services across the EU on a cross-border basis in accordance with MiFID.
Edward Deane provides advice under the regulatory permissions of Chase Buchanan Ltd.
Beacon Global Advisor Network, LLC does not provide tax or legal advice. None of the information on this site should be considered tax or legal advice. You should consult your tax or legal advisers for information concerning your own specific tax/legal situation. Investment advisory services offered through Beacon Global Advisor Network, LLC, a Registered Investment Advisor. Registration as an investment adviser does not imply a certain level of skill or training and does not in any way imply Beacon Global Advisor Network, LLC, its advisory representatives, or the advice and services being offered are endorsed or approved upon by any regulatory entity including the Securities and Exchange Commission. Hyperlinks on this site point to websites that are not affiliated with Beacon Global Advisor Network, LLC. These links are provided as a convenience only. Beacon Global Advisor Network, LLC disclaim any responsibility for the accuracy of the information on those other websites.
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