Individual Tax — US & UK
Federal, state and HMRC Self Assessment returns prepared together, with account reporting and residency planning.
Learn more →Services
Trusts, Estate & Inheritance
UK inheritance tax and US estate tax interact in awkward ways for families with assets, residents or beneficiaries in both countries. We work alongside private-client lawyers on succession plans, trust reporting and estate-tax exposure so that what is left behind is what was intended.
What's included
- Cross-border estate planning
- UK inheritance tax
- US estate tax
- Trust reporting concerns
- Succession planning
Best for
- Families with assets in both countries
- High-net-worth individuals with dual exposure
- Trustees of US- or UK-resident trusts
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 →Cross-Border Tax Planning
Treaty planning, double-tax relief and structuring for people and companies moving between the UK and US.
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.