IRS Streamlined Experts: Wealth Protection
Introduction A high-net-worth American relocating to the United Kingdom faces a specific problem that most relocation advisers do not address. The private bank that manages their investment portfolio will ask — at some point — whether their US tax affairs are in order. The UK wealth manager who onboards them will want assurance that the […]
Streamlined Foreign Filing: Non-Wilful Certification
Introduction The non-wilful certification is the most important document in a Streamlined Foreign Filing Offshore Procedures submission. Everything else — the three years of returns, the six years of FBARs, the tax and interest payment — can be prepared mechanically by a competent adviser. The non-wilful certification cannot. It is a signed statement, under penalty […]
IRS Streamlined Compliance & Double Tax Relief
Introduction Most Americans who discover their US filing obligation have the same fear: that they will pay tax twice on the same income. This fear is understandable. The United States taxes its citizens on worldwide income. The United Kingdom taxes its residents on UK-source income — and, in some cases, on foreign income. Where both […]
 US Tax Amnesty for Americans Abroad: Domicile Guide
Introduction Every American living in the UK has two tax statuses that matter — but most people focus on only one. The US status is the one they know about: US citizen, subject to worldwide income taxation regardless of where they live. The UK status is the one that often surprises them: UK resident and […]
US Expat Tax Services — Renouncing Citizenship and Exit Tax 2026
Introduction The number of Americans renouncing US citizenship has reached record levels in recent years. In 2023, the IRS published quarterly lists showing more than five thousand renunciants — a figure that has been rising steadily since FATCA came into force. For Americans living in the United Kingdom who are considering renunciation, the decision carries […]
 US UK Tax Accountants — Capital Gains Treaty Optimization Guide
Introduction Capital gains are taxed differently in the United Kingdom and the United States. They are taxed at different rates. They are calculated on different bases. And the reliefs available in one jurisdiction do not automatically carry over to the other. For a US person living in the UK who realizes a significant capital gain […]
Tax Specialist for US and UK — PFIC and Investment Wrappers Guide
Introduction The United Kingdom has some of the most tax-efficient investment wrappers in the world. The ISA shelters investment returns from UK income tax and capital gains tax entirely. The SIPP defers UK tax on pension contributions and growth. The offshore bond shelters income inside the chargeable event regime. For US persons living in the […]