Personal Tax Planning for US-Connected Individuals
Life is full of transitions - moving countries, starting a new job or business, building and protecting wealth, and planning for retirement.
Wherever you are on your journey, our team is here to help you make confident, informed decisions.
Whether you're an American living in the UK or a Brit living in the US, we offer tailored advice to help you stay compliant, minimise liabilities, and plan ahead.
We’re one of the largest and most experienced teams in the UK to deal with both the HMRC and IRS.
We have over 70 dual-qualified US/UK tax experts and 120 UK private client specialists working collaboratively under one roof.
Working closely with our wider Private Client, Corporate Tax, and Financial Planning teams, we deliver joined-up advice across every aspect of your financial life.
Big enough to offer deep expertise, small enough to stay personal.
Our services
- Pre-departure and arrival tax planning
- Assignment structuring
- Residency and domicile advice
- UK and US federal and state tax returns
- Streamlined filing for back years of US tax
- Making tax digital
- Tax planning for entrepreneurs and business owners
- Share scheme tax advice
- Global mobility services for employers
- Short-term business visitor reporting
- Mixed fund analysis
- Long-term residence planning and use of new foreign income and gains rules
- International pension and retirement planning
- Personal tax advice,
- UK/US divorce tax planning
- Dual-qualified charitable giving
- US estates and gifts planning and compliance
- UK inheritance tax planning
- Legacy planning across jurisdictions
- US estate reporting for non-US estates holding US assets
- Expatriation advice
- Tax planning and filings for non-US people with US assets
Why work with us?
Your financial life doesn’t stand still, and neither do we. From your first move abroad to retirement and legacy planning, our team evolves with your needs. That’s why our clients continue to stay with us.
We’re here for the long term
We build and maintain relationships that are personal, collaborative and enduring. By asking you the right questions at the right time, we make the effort to fully understand your needs and tax position so that we can support you at every stage.
Decades of cross-border insight
Our team brings decades of experience advising internationally connected clients. We understand how US and UK tax systems interact and how they affect real lives. From expatriation to divorce tax, we’ve seen and solved it all.
We’re proactive, not just reactive
By identifying risks early and spotting opportunities ahead of time, we help you make informed decisions that safeguard your wealth and optimise your financial position. Every recommendation we make is tailored to your unique circumstances and shaped by evolving market conditions and regulatory landscapes.
