 Accountants for US and UK — PE Partner Moving to UK
Introduction Accountants for US and UK who advise private equity partners relocating from the US to the United Kingdom face one of the most complex onboarding tax scenarios in cross-border practice. A mid-career PE partner arrives in London with existing carry positions in US-domiciled funds, co-investment rights in portfolio companies across multiple jurisdictions, a carried […]
Tax Specialist for US and UK — Late Filings Catch-Up 2026
Introduction Every year, thousands of Americans living in the UK discover that they should have been filing US federal returns since the day they arrived. Many have never filed. Others filed for a few years and then stopped. Some filed incorrectly — choosing the wrong method for reducing their US tax liability on UK employment […]
 US UK Cross-Border Tax Specialist — SIPP, 401k, IRA Guide
Introduction Pension and retirement wealth planning for a US citizen living in the UK involves four separate retirement vehicles — the UK SIPP, the US 401(k), the traditional IRA, and the Roth IRA — each with its own US and UK tax treatment, treaty interaction, and annual reporting obligation. A US-UK cross-border tax specialist who […]
US and UK Tax Advisors — Estate and Succession Planning
Introduction Estate and succession planning for a US citizen living in the UK involves two inheritance tax systems that apply simultaneously — and that interact in ways most advisers on either side of the Atlantic do not fully understand. The United Kingdom imposes IHT at 40 percent on worldwide assets above the nil-rate band for […]
Accountants for US and UK — Pre-Departure Planning Guide
Introduction The most expensive tax mistakes for Americans moving to the UK are made before the flight, on the US side of the departure. Upon arrival in the UK, every financial decision is governed by two tax systems at once. Before departure, most actions are still governed only by US rules, making the pre-departure window […]
US-UK Business Sales and Streamlined Filing
Introduction A US citizen who sells a UK business during a period of non-compliance faces two separate problems simultaneously. The first is the business sale itself — capital gains tax in the UK, capital gains tax in the United States, and their interaction. The second is historical non-compliance — missing returns, missing FBARs, and penalty […]
US Tax Amnesty Program for Americans Abroad — The Real Cost of Not Getting Help in 2026
Introduction Most Americans living in the UK who have not filed US tax returns focus on one number: the cost of the specialist adviser. They rarely calculate the other number — the cost of continued non-compliance. The US tax amnesty program for Americans abroad — the IRS Streamlined Foreign Offshore Procedures — provides a finite […]
US Expat Tax Services — Cross-Border Philanthropy and Charitable Giving (2026 Guide)
Introduction A US citizen living in the UK who wants to support a UK charity faces a problem that most advisers cannot solve: the donation is not deductible on the US federal return. It may not qualify for UK Gift Aid unless the giving structure is correct. Specialist US expat tax services that cover cross-border […]
Private Equity & Carried Interest Tax Experts
Introduction Carried interest is one of the most politically contested and technically complex areas of US-UK cross-border taxation. A US citizen who is a fund manager or general partner based in the United Kingdom receives a carried interest that is subject to UK tax rules on the one hand and US federal tax rules — […]
Accountants for US and UK — Offshore Disclosure Guide
Introduction A US citizen living in the UK who holds undisclosed offshore accounts faces two separate disclosure obligations — one to the IRS and one to HMRC. Both tax authorities now receive account data automatically. Both have penalty regimes that escalate with delay. And neither disclosure route is designed with the other in mind — […]