Our Services
We offer a range of tax return and advisory services to cater to clients dealing with cross-border US/UK tax issues.
Below we summarise some of our primary services, though this list is not exhaustive by any means. Please contact us to discuss if we are able to help.
Tax Returns and General Advisory
Preparation of US and UK tax returns of any complexity.
Complete support with the Streamlined Foreign Offshore Procedures (US) and/or UK disclosures.
Advice with regards to the suitability of various investments between the two systems, and the management of punitive taxation on offshore funds (PFICs and OIGs).
FBAR and FATCA Compliance
Assistance with filing FBARs (Foreign Bank Account Report) for US persons with foreign bank accounts.
FATCA (Foreign Account Tax Compliance Act) reporting and ensuring compliance with international information exchange rules.
W-8 series of forms including BEN-E and IMY.
IRS and HMRC Representation
Offering representation before the IRS and HMRC for audits, inquiries, or disputes.
Helping clients move into full compliance via available US and UK disclosure programmes.
Routine correspondence around “nudge” letters and more.
Trusts and Estates
Assistance with the completion of US and UK trust tax returns.
Interpretation of foreign trusts under local law, along with double tax mitigation and future planning ideas.
Preparation of gift and estate tax returns including where claiming treaty benefits that might eliminate tax in the non-resident country.
Pension and Retirement Planning
Advising on US and UK pension schemes, including how pensions are treated and reported between the two systems.
Cross-border retirement planning, including managing the tax treatment of pensions, 401(k)s, IRAs, and other retirement accounts.
The interaction of lump sum withdrawals.
Owner Managed Businesses
Assisting small and medium businesses in choosing the most tax-efficient structure for operating in both countries.
Advising on pitfalls of costly interactions between the two.
Ongoing corporate tax compliance from an individual perspective.
Completion of Form 5471 for CFCs and other entities.
