When you need more than a return
Written advice before the decision, not after.
Our core work is preparing returns. Some situations need analysis first: moving country, drawing a pension, selling property, taking share awards, or running a company that straddles both systems. We provide that as written advisory work, scoped and quoted in advance, and limited to tax. We are not FCA-regulated and do not give investment advice.
Who this is for
- People planning a move between the US and UK
- Founders, executives and contractors with equity or a company on either side
- Families with trusts, gifts or estates spanning both countries
What we prepare
- Relocation planning
- Residence start and end dates, split-year treatment, state exit, and what to do with accounts and pensions before you move.
- Pensions and retirement accounts
- UK pensions, SIPPs, 401(k)s, IRAs and Roth IRAs under the treaty, including lump sums.
- Business and corporate
- UK limited companies owned by US persons (Form 5471, GILTI, the high-tax exclusion, Section 962), US LLCs owned by UK residents, and US–UK expansion.
- Trusts and estates
- Form 3520 reporting, UK and US treatment of trusts, gifts from non-US family, and the estate tax treaty.
- Property and equity
- Selling a UK or US home, rental property on both returns, RSUs and options across a move.
How advisory work is delivered
A written report setting out the facts we relied on, the analysis under both systems, the options and their tax consequences, and the steps and filings that follow. It is reviewed by a second person before it is issued and stored in your portal engagement.
Paid consultations of 20 minutes are available at £400 for individuals and £600 for businesses where a conversation is genuinely needed; most advisory questions are better answered in writing.
Process
How it works
- 01
Describe the decision
What you are planning, when, and all relevant income and assets in both countries.
- 02
Scope and written quote
The questions we will answer and the fee.
- 03
Onboarding and facts
Identity checks, engagement letter, and the documents the analysis needs.
- 04
Written report
Reviewed and issued through the portal, with the follow-on filings identified.
FAQ
Questions we are asked
Do you give investment advice?
No. We explain the tax consequences of options; the investment decision stays with you or your financial adviser. We are not regulated by the FCA.
Can you represent me in a dispute with HMRC or the IRS?
We prepare returns, amendments and the figures needed to respond to a notice, as separately quoted work. Correspondence with the authorities remains in your name.
Written by the US UK Expat Tax advisory team. Last reviewed 7 November 2026
Primary sources checked
General information, not personal tax advice. Rules and thresholds change; we confirm the position for your facts before any work.
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.