FAQs
Straight answers to the usual questions.
FAQ
Working with us
How do I get started?
Send a short enquiry through the contact page with where you live, the years involved, what has been filed and all your sources of income in each country. We reply by email within two working days with the scope and a written fee.
Do you offer a free consultation?
No. We work by email so answers are precise and on record. Paid 20-minute consultations are available at £400 for individuals and £600 for businesses where a conversation is genuinely needed.
What happens after I accept the quote?
Identity checks and a signed engagement letter, then a tailored document list appears in your client portal. Everything from that point, messages, documents, requests and approvals, is on one engagement record.
Will you deal with the IRS or HMRC on my behalf?
No. We prepare returns, amendments and the figures needed to respond to a notice. Correspondence with the authorities stays in your name.
Do you give investment advice?
No. We are not FCA-regulated. We explain the tax consequences of options; the decision stays with you or your financial adviser.
FAQ
US filing
Do I have to file a US return if I live in the UK?
Yes, if you are a US citizen or green card holder with income above the filing threshold. The US taxes on citizenship, not residence.
What is the FBAR?
A report of foreign financial accounts filed with FinCEN when the combined highest balances of your non-US accounts exceed US$10,000 at any point in the year. It is a disclosure, not a tax, due 15 April with an automatic extension to 15 October.
FEIE or Foreign Tax Credit?
Both prevent double tax but suit different situations. In the UK, a high-tax country, the Foreign Tax Credit often gives a better result and preserves credits to carry forward, but revoking the FEIE later has a five-year lock-out. We model both before choosing.
I have never filed. What now?
If the failure was non-wilful and you lived outside the US, the IRS Streamlined Foreign Offshore Procedures usually fit: three years of returns, six years of FBARs and a signed certification, with no penalties if accepted. Tax and interest remain due.
FAQ
UK filing
Do I need to file a UK Self Assessment return?
Generally yes if you have self-employment, rental or untaxed foreign income (including most US investment income), capital gains to report, income over £100,000, or HMRC has asked you to file. PAYE-only employees often do not.
When are the UK deadlines?
The tax year ends 5 April. Register by 5 October, paper returns by 31 October, online returns and the balancing payment by 31 January. Payments on account fall on 31 January and 31 July.
What changed for non-doms in April 2025?
The remittance basis was abolished from 6 April 2025 and replaced with a four-year foreign income and gains regime for new arrivals who were non-resident for the previous ten years.
FAQ
Portal and security
How do I sign in to the portal?
With your email address and a one-time code we email you. There is no password to remember or leak. Staff accounts additionally require an authenticator app.
Where are my documents stored?
In private cloud storage with access controlled by the portal; every download link is short-lived and generated only after the server confirms you have access to that engagement.
Can I approve a tax return in the portal?
You can review drafts and record Approve or Request changes against the exact version. Where a tax authority requires a signed authorisation form (for example IRS Form 8879 for e-filing), the portal tells you and you upload the signed form; a portal click alone is not treated as that signature.
Get started
Tell us your situation
Where you live, which years are involved, what has been filed, and every source of income in each country. We reply by email within two working days with what is needed and a written fee. No free consultations, and no work starts before you have the quote.