Helping you navigate the complex rules that apply to US connected people
Navigating the complex rules that apply to US connected individuals with an international nexus have always been and are becoming increasingly demanding.
We build long standing relationships with US connected clients to ensure the US system is navigated seamlessly, with minimum risk, and maximum efficiency.
Areas we cover
US tax return compliance
International tax reporting of corporate and partnership interests, trusts and foreign financial assets
Tax residency advice, including the use of tax treaties and closer connection exception
Double taxation mitigation and efficiency planning
Foreign tax credit planning
Inbound US and UK tax planning
International pension planning
Expatriation and rescinding green cards
Charitable planning
Our approach
We work closely with our clients and their advisors to gain an understanding of their financial world. The aim is to develop a tax strategy that achieves the goals of the immediate and long-term future whilst centralising any advice.
For our US connected clients, we navigate the complex compliance and planning opportunities, guiding clients through the intricacies of the US system – wherever they are in the US, UK and internationally.
Who we help
We work with a wide range of clients from those simply looking to get their tax returns prepared, to those who have complex financial worlds including trust and business connections. Typically, these clients need a central advisor to not only navigate the US tax system without exposure, but also to understand their needs in other jurisdictions and at a corporate or trust level.
DR DRE“The only two things that scare me are God and the IRS”
More about US private client services
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Labour’s proposals for Non Doms and what it means for our US taxpayer clients
20th March 2024
There has been a lot in the press and articles written by practitioners about how Labour proposes to modify the tax treatment for individuals resident but no...
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US Trusts with UK Resident Beneficiaries: A Complex Dilemma
2nd April 2024
The Dilemma US family trusts continue to be a popular and powerful estate planning tool in the US, providing various tax benefits as well as non-tax benefits in the form of asset protection and wea...
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Potential Tax Policy Under a Donald Trump Presidency
7th November 2024
After a tight race, we now know that Donald Trump will be returning to the White House, becoming just the second president in history, after Grover Cleveland...
Ready to turn complexity into clarity?
We’re here to help you make informed decisions, with confidence.