UK & US Expatriate Tax Services
TAX ASSISTANCE FROM AN EXPERIENCED ADVISER
I’m a Chartered Tax Adviser (CTA) with over 25 years’ experience in UK and US expatriate tax. Throughout my career I’ve assisted a diverse mix of expatriate and high net worth clients navigate the complexities of international tax.
My professional experience spans UK/US tax dual handling roles at Big Four accounting firms PwC and Deloitte, and boutique firm Frank Hirth (now part of EY).
Specialisms include US tax services for US Citizens and green card holders living outside the US, and UK tax services for individuals who have UK tax residency & domicile considerations.
US TAX SERVICES
I provide a range of US tax compliance and advisory services with a particular emphasis on the challenges faced by US persons living outside the US.
Compliance services range from preparation of annual Form 1040 for US persons living abroad (including Forms 2555 and 1116 etc), to information reporting for non-US trusts (e.g. Forms 3520 and 3520-A).
UK TAX SERVICES
I provide UK tax compliance and advisory services for individuals with a specific focus on cross border issues.
Compliance services include preparation of UK Self-Assessment returns for individuals and I specialise in cases where there are international complexities due to tax residency and domicile issues.