PFIC Planning Dual-Citizen Entrepreneurs: Escape the Trap
How Dual-Citizen Entrepreneurs Structure Investments to Escape the PFIC Trap Effective PFIC planning for dual-citizen entrepreneurs comes down to one habit: choosing where to hold an investment before you buy it. Hold your money in US-domiciled funds inside a US brokerage, keep company cash out of pooled UK funds, and file the right election in […]
Unfiled US Returns US Surgeons in Britain: Rebuild & File
How American Surgeons in the United Kingdom Complete Years’ Worth of Unfiled US Tax Returns Rebuilding unfiled US returns, US surgeons in Britain owe less to a legal drama than to a records project: you reconstruct each missing year from NHS payslips, private-practice accounts and UK Self Assessment figures, lay the foreign tax credit over […]
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 […]
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 […]
PFIC UK Funds Wealthy Americans Must Avoid: The ISA Trap
PFIC Rules: Why Wealthy Americans Must Avoid UK Funds and ISAs Almost every UK fund is a Passive Foreign Investment Company (PFIC) for US persons. The PFIC UK funds wealthy Americans hold — OEICs, unit trusts and ISA holdings — are taxed under a punitive US regime, so US taxpayers living in Britain should avoid […]
US-UK Tax Advisers Manchester: How to Choose
Private-Client US-UK Tax Advisers in Manchester: How to Choose Choosing between US-UK tax advisers Manchester residents can rely on comes down to one test: can the same firm sign your US Form 1040 and your UK Self Assessment return? A genuine cross-border specialist holds both a US credential (CPA or IRS Enrolled Agent) and a […]
Reduce Double Taxation Private Equity Executives: US-UK Guide
How Private Equity Executives Cut Double Taxation on Global Income To reduce double taxation, private equity executives should pair the US foreign tax credit (Form 1116) with the US-UK treaty, matching UK tax paid against US tax on the same carried, co-invest and fund income — while managing separate credit baskets, tax-year mismatches and the […]
Trust Planning for Private Equity Executives
Trust and Inheritance Planning for Private Equity Executives Trust planning for private equity executives works best when carried interest and fund equity are removed from the estate early, before they appreciate. Freezing today’s low value inside a trust can shelter tens of millions from US estate tax and UK inheritance tax across the Atlantic. By […]