PLANNING

US & UK TAX

KEY TAX DOMAINS

Navigating transatlantic taxation requires proactive planning. From establishing dual-status residency to structuring foreign bank reporting and mitigating double taxation under the US-UK tax treaty, our specialists ensure total fiscal compliance for British expatriates.

FBAR & FATCA

Comprehensive foreign bank account reporting and Form 8938 filing for British bank accounts, ISAs, and holdings maintained in the United Kingdom.

$450

TIER

Review

PENSION ADVISORY

Strategic guidance on UK SIPP, workplace pensions, and 401k rollovers under Article 18 of the transatlantic double tax treaty.

$650

TIER

Explore

PFIC COMPLIANCE

Rigorous analysis of UK unit trusts, OEICs, and investment bonds to avoid punitive US tax rates and stringent IRS Section 1291 interest charges.

$850

TIER

Inquire

ESTATE PLANNING

Coordination of UK inheritance tax and US federal estate and gift taxes. We establish transatlantic wills, trust frameworks, and statutory domicile reviews to safeguard your global wealth throughout your American relocation.

TIER

$950

CONSULT US

Schedule a confidential briefing with cross-border tax specialists. Ensure your assets, pensions, and dual filings are fully aligned prior to your transatlantic move from the UK to the US.

CLIENT TESTIMONIALS

Relocating from London to Chicago felt overwhelming regarding taxes. Their team streamlined our dual-status return, unraveled UK pension complexities, and filed our FBAR reports without friction. Essential advisory for any British professional moving Stateside.

- Dr. Alistair Vance, London to Illinois