Every filing your position needs, on both sides.
Returns, disclosures and reliefs across the IRS and HMRC, prepared as one coordinated position rather than two that never speak to each other. Quoted as a fixed fee before any work starts.
Thresholds worth knowing:
Two systems, one coordinated position
Most accountants are excellent on one side of the Atlantic and guessing on the other. That gap is where the expensive mistakes live: a relief claimed in the wrong country, an ISA that turns out to be a PFIC, a pension lump sum that was only tax-free in one jurisdiction.
We work both sides on the same file. Your UK position is prepared knowing what it does to your US return, and the reliefs available under the treaty are claimed in the right place, in the right order, in the right year.
Fixed fees. Qualified on both sides. One specialist on your file throughout.
US federal returns
Form 1040 for citizens and Green Card holders abroad, with the Foreign Earned Income Exclusion and foreign tax credits applied so you are not paying twice.
UK Self Assessment
HMRC returns prepared with your US position already in view, well ahead of the 31 January deadline rather than against it.
FBAR & FATCA reporting
Foreign account and asset disclosures filed accurately. No tax due on the accounts themselves, but the penalties for missing them are severe.
PFIC reporting
ISAs, unit trusts and OEICs are PFICs to the IRS. We work out the exposure and whether an election improves the outcome before it compounds.
Double tax treaty relief
The US-UK treaty only helps if it is claimed properly. We identify which country has the primary claim on each slice of income and file accordingly.
Streamlined catch-up filing
The route back for non-wilful taxpayers, penalty-free from abroad: three years of returns, six years of FBARs, and the certification that supports them.
Pensions & retirement accounts
SIPPs, workplace schemes, 401(k)s and IRAs assessed under both systems, including how a tax-free lump sum is actually treated across the border.
Business & corporate tax
Entity structuring for companies operating either direction across the Atlantic, plus the controlled foreign corporation reporting that follows.
Trusts & estates
Cross-border estate planning where US estate tax and UK inheritance tax both have a claim, and trust structures that are read differently by each.
Expatriation & exit tax
Modelling the cost of giving up citizenship or a Green Card before you file, including whether you fall into covered expatriate status.
Property & capital gains
Selling a home or investment property with two sets of rules on the gain, the currency movement, and which main-residence relief survives.
Forms and filings, explained
The individual returns, elections and disclosures behind the work above — what each one is for, when it applies to you, and what it costs to get wrong.
1040 tax returns
The standard US individual return, prepared for people whose income, accounts and pensions sit outside the United States.
1040-NR tax returns
The nonresident return for people who are not US taxpayers but have US income, property or a departure year to close out.
1040-X amended returns
Correcting a filed US return: missed credits and exclusions, wrongly reported funds, or a position that has since changed.
IRS Form W-8BEN
The certificate a non-US individual gives a US payer to prove foreign status and claim the treaty rate on withholding.
IRS Form W-8BEN-E
The entity version: eight pages of FATCA classification a non-US company must get right to avoid punitive withholding.
US and UK tax treaty
How the treaty allocates taxing rights between the two countries, what the saving clause takes back, and what has to be claimed.
US vs UK income taxes
The structural differences between the two systems: what triggers them, when their years run, and where they disagree.
FATCA US reporting
Form 8938 and the wider FATCA regime: what your bank already reports about you, and what you must report yourself.
Form 8621 (PFICs)
The form behind every UK fund a US person holds, the elections that soften it, and the default regime that does not.
IRS Form 5471
The controlled foreign corporation return every American with a UK limited company needs, and its $10,000 penalty.
Foreign tax credit (Form 1116)
Turning UK tax already paid into a credit against your US bill: baskets, limitations and a ten-year carryforward.
Foreign earned income exclusion
Form 2555: excluding a six-figure slice of overseas salary from US tax, and knowing when not to.
IRS Form 3520
Foreign gifts, inheritances and trusts: tax-free but reportable, with a penalty measured as a share of the amount.
183-day US residence status
The substantial presence test: how days in the US accumulate into tax residence, and the exceptions that undo it.
Form 4868 (1040 extension)
Extensions for the 1040: the automatic expat extension, the October filing date, and why payment is not extended.
1040 Schedule 2
The additional taxes schedule: self-employment tax, the net investment income tax and where expat surprises land.
US state tax returns
The return that follows you abroad: state residency, the states that do not let go, and how to document leaving.
Get a fee quote
Give us the outline of your situation and we will reply with what is actually required and a fixed fee to handle it. No obligation, and nothing billed for the first conversation.