Pension Strategy Retired US Executives Abroad Can Trust
Retirement and Pension Strategy for Retired US Executives Abroad A durable pension strategy retired US executives abroad can rely on hinges on one idea: sequencing withdrawals from your 401(k), IRA, Roth, deferred compensation, and company pension so the US-UK treaty, not the taxman, decides who taxes what. Get the order and the paperwork right, and […]
US-UK Tax Advisers London: How to Choose
Private-Client US-UK Tax Advisers in London: How to Choose Choosing between the many US-UK tax advisers London offers means looking past the marketing. The right firm is genuinely dual-qualified — a US CPA or IRS Enrolled Agent working beside a UK ACA, ACCA or CTA — files both your Form 1040 and your Self Assessment, […]
The US Exit Tax: What Wealthy US-UK Clients Should Know
The US Exit Tax: What Wealthy US-UK Clients Should Know The US exit tax is a one-off charge that can be levied on wealthy Americans and long-term green card holders who give up their US status while living in Britain. It treats you as if you had sold everything you own the day before you […]
Exit Tax Planning Wealthy Americans Use Before Renouncing US
Renouncing US Citizenship: Exit Tax Planning for the Wealthy The tax relationship rarely ends smoothly when a US passport is returned. For high-net-worth individuals, the mark-to-market charge under Section 877A can turn a paper portfolio into a real bill overnight, which is exactly why the exit tax planning wealthy families commission — long before they […]
The Cost of Non-Compliance London Investment Bankers Face
The True Cost of Non-Compliance for London Investment Bankers — and How Streamlined Fixes It A US citizen trading on a City desk who has never filed a US return is not a small problem quietly compounding. The cost of non-compliance London investment bankers face is a stack of separate, overlapping penalties — one for […]
Streamlined Filing for Entertainers With Global Income
Streamlined Filing for Entertainers With Global Income: The Confidential Route to IRS Compliance The streamlined filing option for entertainers with global income is a formal IRS catch-up route that clears three years of amended or late returns and six years of FBARs at a 0% penalty, provided the missed reporting was non-wilful. It is a […]