My partner was born in the US, has dual US/EU citizenship, lived and worked in the UK for 8 years, and post-brexit was grandfathered into UK residency. She now lives in the US and does not plan on returning to the UK, however she has some extant retirement accounts with Aviva. I’m aware that the types of retirement accounts offered to UK workers are different from the tax advantages accounts we have in the US. Long term, she would like to have her accounts in one place, preferably consolidated, but at least in the same brokerage. I’m wondering whether there’s a process to transfer her Aviva accounts to a US-based brokerage, and if so, whether it’s advisable. Also open to liquidating her UK holdings, but I can only assume there will be negatives to that.
Thanks
