Two tax systems, handled as one
Everything we do sits where the US and UK systems meet. Pick the service you need, or tell us the situation and we will tell you which filings apply.
What we do
Six services covering the filings that sit between the IRS and HMRC.
Federal and state returns, FBAR and FATCA reporting, and IRS compliance for Americans abroad.
Learn moreSelf Assessment and HMRC compliance for people whose affairs also touch the US.
Learn moreTreaty claims, residency and domicile reporting, so the same income is not taxed twice.
Learn moreEntity set-up, payroll, VAT and registrations when you start operating on the other side.
Learn moreGILTI, Form 5471 and UK corporation tax returns for companies in both countries.
Learn moreForeign trust reporting and estate tax returns where two systems overlap.
Learn moreFilings we prepare
Each return and report, from the everyday to the ones most preparers have never seen.
Form 1040 preparation for Americans abroad: FEIE, foreign tax credits, treaty positions and every schedule your situation requires.
Learn moreUK Self Assessment prepared alongside your US return: residence, the remittance basis, and reliefs claimed in the right country.
Learn moreFBAR (FinCEN 114) and FATCA (Form 8938) preparation: thresholds checked, accounts aggregated, and both reports filed alongside the return they belong to.
Learn morePFIC analysis and Form 8621 preparation for UK funds, ISAs and platform holdings: the election decided per fund, and the reporting cost cut where it can be.
Learn moreUS-UK treaty analysis: residence tie-breakers, the pension articles and the saving clause, so each relief is claimed in the right country in the right order.
Learn moreStreamlined Foreign Offshore Procedures: 3 years of returns, 6 years of FBARs and the non-wilful certification, with no penalty on the Foreign route.
Learn moreCross-border pensions on both returns: UK pensions under US rules, 401(k)s and IRAs under UK rules, lump sums and treaty positions.
Learn moreCross-border property and capital gains: selling a home, rental income, currency gains and the 60-day UK reporting deadline, handled on both returns.
Learn moreRenouncing US citizenship or surrendering a Green Card: covered expatriate tests, the exit tax calculation and Form 8854, prepared correctly.
Learn moreCross-border work is not domestic work with extra forms. The rules interact, and the interaction is where the cost usually sits.
Neither side is ever filed in ignorance of the other
Most cross-border problems are not caused by a difficult rule. They are caused by a decision taken correctly in one country by someone who could not see the consequence in the other.
We work both sets of filings from the same file, so a relief claimed with HMRC is checked against what it does at the IRS before it is claimed.
How an engagement runs
- Review
We look at both sides together: what you file, where, and what has already been filed or missed.
- Position
We set out the treaty position and reliefs that apply to you, with the numbers behind each option.
- File
We prepare and submit to the IRS and HMRC, keeping the two sets of filings consistent with each other.
- Keep current
Two tax calendars means deadlines all year. We track them and tell you before they arrive.
Who we work with
The same specialists, organised around the situation you are actually in.
Expats, dual citizens and families with income or assets on both sides.
Learn moreGlobally diversified portfolios, property and succession across two regimes.
Learn moreCompanies trading, employing or raising money in both countries.
Learn moreTrustees, settlors and beneficiaries with US connections.
Learn moreQuestions we are asked most
One team that handles both is usually better, because relief claimed on one side depends on what was filed on the other. Two tax accountants who never speak is where most double taxation actually comes from.
Per engagement, quoted after a first conversation once we know which filings apply. Complexity in this area comes from the number of jurisdictions and asset types rather than from income level, so a quote follows the facts.
Yes, and it is common. We will want the last two or three years of filings from both countries to check that positions taken previously are consistent before we build on them.
A short conversation first. After that, typically prior returns from both countries, a picture of income and assets by location, and details of any moves between the two.
Not sure which applies to you?
Describe the situation and we will tell you what needs filing, where, and by when.