Individual Tax — US & UK
Federal, state and HMRC Self Assessment returns prepared together, with account reporting and residency planning.
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Cross-Border Tax Planning
The US-UK tax treaty does most of the heavy lifting in cross-border planning, but only if it is read and applied properly. We work through treaty positions, foreign tax credits and timing of income and assets so the same income is not taxed twice and so reliefs are claimed where they belong.
What's included
- US-UK treaty positioning
- Double-tax relief planning
- Relocation (pre & post-move)
- PFIC & foreign investment
- Pension & income coordination
Best for
- Clients planning a move in either direction
- Investors holding non-US funds while US-taxable
- Pension and retirement-account holders abroad
Related services
Other ways we help cross-border clients
Business Tax — US & UK
Corporate returns, bookkeeping, VAT and payroll support for SMEs, LLCs, founders and cross-border operators.
Learn more →IRS Streamlined & Catch-Up Filings
Structured clean-up for Americans abroad who have fallen behind, with reduced penalty exposure.
Learn more →Book Consultation
Paid telephone consultation from US$100
A focused, private conversation with a specialist US-UK advisor. Secure online booking, online payment and calendar confirmation included.
- Telephone, video or in-person appointments
- Time zones handled automatically
- Email confirmation and calendar invite
- 25% off for clients referred by an existing client
Referred by an existing client? Add your referrer's name at checkout to get 25% off your first paid consultation.