Capital Gains Planning C-Suite Expats: US-UK Guide
Capital Gains Planning for C-Suite Expats Across the US and UK The capital gains planning C-suite expats need shapes how much of your RSUs, share options, and founder stock survives tax when you sell across a US-UK move. Both countries want a slice of the same gain, so only careful timing, workday sourcing, and treaty […]
Dual-Status Tax Year: A Guide for Wealthy US-UK Clients
Dual-Status Tax Years: What Wealthy US-UK Clients Should Know A dual-status tax year is the single year in which you count as a US resident for one part and a nonresident for the other, almost always the year you move to or from the United States. It changes how your worldwide income is taxed, which […]
Capital Gains Planning for Property Portfolio Owners: US-UK Guide
Capital Gains Planning for Property Portfolio Owners Across the US and UK Capital gains planning property portfolio owners must confront a hard truth: the moment one person holds real estate in both the US and the UK, two tax systems tax the same gain. Each has its own rates, reliefs and deadlines, and only careful […]
Streamlined Filing for Wealthy Expat Families
Streamlined Filing for Wealthy Expat Families: The Confidential Route to IRS Compliance The streamlined filing wealthy expat families rely on is a formal IRS program that lets non-wilful taxpayers correct years of missed US returns. Foreign account reports — penalty-free for those living abroad — without an invasive audit or criminal exposure. By the Jungle […]
Trust Planning London Investment Bankers
Trust and Inheritance Planning for London Investment Bankers Trust planning London investment bankers use to move deferred pay, RSUs, and carried interest out of a taxable estate early, before those assets multiply. When done well, it freezes today’s value, sidesteps the 40% US estate tax and the UK’s 40% inheritance tax, and protects the next […]
Offshore Disclosure Tech Founders After an Exit
Offshore Account Disclosure for Tech Founders After an Exit With Undeclared UK Assets The clean version of offshore disclosure tech founders should pursue after an exit is simple: come forward before the tax authorities contact you, and fix the US and UK sides together. Sale proceeds sitting in an undeclared UK or offshore account, plus […]