Services
Every engagement starts from the same question: what does the other country think of this? The services below are separate lines of work, prepared by people who read both returns.
US Returns
Federal, state, business and gift tax returns filed with the IRS.
01Individual Tax ReturnsUS federal returns for Americans living in the UK and British nationals with US income, prepared with the UK figures in view.02Gift Tax ReturnsForm 709 for US donors and Form 3520 for US recipients of foreign gifts, with the UK inheritance tax position on the same transfer.03Multi-State Tax FilingState income tax returns for people who have moved abroad, earn income in several states, or run a business with a US footprint.04Business Tax ReturnsUS federal returns for companies, partnerships and LLCs with UK owners, UK parents or UK operations, prepared alongside the UK accounts.
UK Returns
Self Assessment for people with income on both sides.
Cross-Border
Where the two systems meet: credits, the treaty, pensions, property and funds.
01Cross-Border TaxUS and UK returns prepared together from one set of workpapers, so credits, tax years and exchange rates line up across both.02International TaxUS reporting for owners of UK companies and partnerships, and for UK groups with US entities, including Forms 5471, 8858, 8865 and 5472.03Foreign Income & FBARFBAR and Form 8938 reporting for UK accounts, with the income those accounts produce reported correctly on the US return.04PFIC ReportingForm 8621 reporting and elections for US persons holding UK funds, investment trusts and non-US ETFs, inside or outside an ISA.05Treaty ReliefClaims under the US/UK income tax treaty, with Form 8833 disclosure, residence tie-breaker analysis and reduced withholding on US income.06US/UK PensionsHow workplace pensions, SIPPs, 401(k)s and IRAs are taxed and reported when the saver and the scheme are in different countries.07Cross-Border PropertyUS and UK tax on homes and rental property held across the two countries, including sales, currency gains, FIRPTA and UK reporting.08Crypto TaxCryptoasset gains and income computed under both IRS and HMRC rules, which use different matching methods and rarely give the same figure.
Catch-Up & Disputes
Late filings, IRS correspondence, examinations and leaving the US system.
01IRS Streamlined FilingCatch-up filing under the IRS Streamlined Filing Compliance Procedures for people whose missed US returns and FBARs were non-wilful.02ExpatriationTax planning and Form 8854 filing for people giving up US citizenship or a long-held green card, including covered expatriate testing.03IRS RepresentationRepresentation before the IRS for people and businesses with UK ties, from answering notices to penalty relief and payment arrangements.04Tax ControversyExaminations, appeals and disputes with the IRS or HMRC over cross-border positions, including treaty claims and double taxation cases.
Business
Entities, books, payroll and finance functions that report to two authorities.
01Business IncorporationChoosing between a UK limited company, a US LLC and a US C corporation, with the tax view each country takes of the entity you pick.02Bookkeeping & AccountingBookkeeping kept to a standard that feeds a UK corporation tax return and US Forms 5471 or 5472 without rebuilding the figures later.03Payroll ServicesPayroll for UK companies with US staff and US companies with UK staff, covering PAYE, US withholding and the social security agreement.04Financial StatementsAnnual accounts for UK companies with US owners and US subsidiaries of UK groups, prepared so they also support the US and UK tax filings.05Finance OutsourcingA finance function for businesses operating in both countries: month-end close, intercompany accounting, VAT, US filings and one calendar.06CFO AdvisoryFinance and tax decisions for companies operating in both countries: funding a US subsidiary, returning profit, raising capital and planning cash.07Sales Tax & NexusUS state sales tax registration and filing for UK sellers with economic nexus, set against the UK VAT position on the same sales.08M&A TaxTax structuring and due diligence for US/UK acquisitions and disposals of companies, shares and trades, for buyers and for sellers.
Planning & Private Client
Decisions made before the tax year ends rather than after.
01Tax PlanningForward planning across the US and UK tax systems: timing income, choosing investments, arriving, leaving and organising family finances.02Private ClientOngoing tax advice for wealthy families with US and UK ties, covering residence, investments, trusts, gifts and the estate position together.03Estate & Trust PlanningWills, trusts and estate planning for families with US and UK connections, including foreign trust reporting and the inheritance tax position.
Ready to talk it through?
Tell us where you live, what you hold and which years are outstanding. We will say what applies and what it involves before any work begins.
Contact us