W-8BEN
A form you need to complete to hold US shares in any account (except a SIPP). If you haven't completed this form when you buy US shares for the first time, you'll be asked to.
A W-8BEN form (‘Certificate of Foreign Status of Beneficial Owner for US Tax Withholding and Reporting’) also entitles you to a reduced tax rate in the US on your investments.
Useful formsPopular terms
Lump sum and death benefit allowance
This is a limit on the total tax-free lump sums that can be paid from your pensions both in your...
Lump sum allowance
When you access your pension, you can usually take up to 25% of the value tax-free. The lump sum allowance...
Ready-made pension
A simple, low-cost pension where you choose from four AJ Bell fund options.
Money paid in is automatically invested...