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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Can a remote worker create a permanent establishment (PE)?
11th September 2026
Remote workers can create a permanent establishment and tax obligations for their employer, particularly when working overseas on a long-term basis or holding senior, sales or client-facing roles, making it important for employers to assess and manage the associated risks.
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Understanding the US tax implications that can arise from a UK SIPP
9th June 2026
Navigating Form 3520/3520-A Filings for UK SIPPs: An Essential Read for US-UK Taxpayers with UK SIPPs.
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“My AI told me so” — Why that won’t save you with the IRS
20th March 2026
As artificial intelligence tools become fixtures in how people research and manage their finances, a question is quietly moving from hypothetical to urgent...
Ready to turn complexity into clarity?
We’re here to help you make informed decisions, with confidence.