Simon Sharpe
UK and US EXPATRIATE TAX SPECIALIST
I started my tax career at Arthur Andersen in Birmingham (UK) in 1997, qualifying as a Chartered Tax Adviser (CTA) in 2000. After a secondment to the Melbourne office in Australia I moved to London and spent 12 years practising in dual handling UK/US tax roles with Frank Hirth, PwC and Deloitte.
Relocating to Manchester in 2014 I worked as a specialist tax contractor, mainly for PwC until 2021. I joined DLA Piper in 2021 as their in-house global mobility tax adviser before founding Sharpe Tax Advisory in 2023.
Throughout my career I have worked extensively with US Citizens and green card holders living outside the US and the unique challenges that arise from being subject to tax in more than one jurisdiction. I also specialise in assisting clients in relation to UK tax residency, domicile and global mobility tax matters.
With a wealth of experience gained in practice with top tier firms over more than 25 years, here at Sharpe Tax Advisory I am pleased to be able to offer professional and bespoke tax services at affordable prices.
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US Tax Services
US tax advisory services for US Citizens and green card holders living outside the US, including US tax advice in relation to non-US trusts.
US tax compliance services including:
• Annual US income tax returns for expats (Form 1040, 2555 and 1116 etc)
• US income tax returns for non-US residents (Form 1040NR etc)
• Reports of Foreign Bank and Financial Accounts (FBARs)
• Annual US information reporting forms such as Form 8621 (PFICs) and Form 8938 (Foreign Financial Assets)
• Preparation of Forms 3520 and 3520-A in respect of non-US trusts -
UK Tax Services
UK tax advisory services in relation to UK tax residency, domicile and global mobility tax issues.
Preparation of UK Self-Assessment tax returns in various scenarios, including:
• UK resident returns for non-UK domiciled individuals
• Returns for expats arriving in the UK, or leaving (e.g. “split year” returns)
• Returns requiring foreign tax credit claims, double tax treaty relief, overseas workday relief etc.
• Dual resident/treaty non-resident tax returns
• Non-resident UK tax returns for expats (e.g. UK rental income)