Streamlined Foreign Filing Offshore Procedures — Seven-Figure UK SIPP Unreported to the IRS
Streamlined Foreign Filing Offshore Procedures A UK Self-Invested Personal Pension worth seven figures, held in an Aviva, Hargreaves Lansdown, AJ Bell, Interactive Investor, or boutique SIPP wrapper, is one of the most common sources of substantial US tax compliance gaps for UK-resident Americans. The UK side runs smoothly — annual contributions within the £60,000 standard […]
IRS Streamlined Filing for Green Card Holders in the UK
IRS Streamlined Filing for Green Card Holders in the UK US Lawful Permanent Residents — green card holders — remain subject to full US tax filing obligations regardless of where they live. The IRS treats green card holders identically to US citizens for federal income tax purposes under IRC Section 7701(b)(1)(A), meaning the worldwide income […]
Claiming Back Overpaid UK Tax as a US Expat: Step-by-Step Guide
Claiming Back Overpaid UK Tax as a US Expat: Step-by-Step Guide UK-resident Americans routinely sit on substantial UK tax refunds they don’t know exist. PAYE coding errors that ran across multiple tax years. Self-assessment errors in which the Foreign Tax Credit position wasn’t claimed correctly. Missed reliefs and allowances across pension contributions, charitable giving, employment […]
How to Reduce Your UK Income Tax Bill as a US Expat Legally
How to Reduce Your UK Income Tax Bill as a US Expat Legally Most UK-resident Americans pay more UK Income Tax than they need to, and the cost shows up year after year in two specific places. First, they miss legal UK tax reduction strategies that genuinely apply to their position — pension contribution positioning […]
US UK Tax Accountants — HNW Experts in Form 8865 Partnership Reporting
US UK Tax Accountants — HNW Experts in Form 8865 Partnership Reporting Form 8865 is among the most consistently mishandled US international tax filings for UK-resident high-net-worth Americans, and the penalty exposure under IRC Section 6038(b) sits at $10,000 per partnership per year for failure to file, plus continuation penalties up to $50,000 per failure […]
Tax Specialist For US and UK — Private Equity Carry, HNW Clients, Cross-Border Reality
The compensation structures that built the UK private equity industry over the past two decades were designed around assumptions that no longer hold. Carried interest sat in UK Capital Gains Tax territory at 28 percent (rising to a specific carried interest rate of 32 percent from April 2025, then to income tax rates from April […]