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Individuals · services

Two tax systems. One personal filing calendar.

If you live, earn, invest or retire across the US and the UK, both sides expect a return — and each one changes what the other says. We prepare them together, so the numbers agree.

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Services for individuals

Wherever you sit across the two systems

Each service below is one engagement — the US work and the UK work handled side by side, on one calendar.

Category 01

Tax returns & reporting

Your annual filings, kept in step on one calendar.

US sideUK side
Annual tax returns
Form 1040 or 1040NR, federal & state
SA100 self-assessment + MTD for ITSA
Foreign account & asset reporting
FBAR (FinCEN 114) & FATCA Form 8938
Foreign income & gains disclosed on SA109
Investment reporting
PFIC reporting (Form 8621) on UK funds & ISAs
Dividends, interest & CGT on UK holdings
Category 02

Dual filing & relief

Credits and treaty positions so neither side double-taxes.

US sideUK side
Avoiding double taxation
Foreign tax credit (Form 1116) or FEIE (2555)
Treaty relief & UK tax paid credited across
Social security
Totalisation — the US–UK agreement applied so you contribute in one system, not both.
Pensions & retirement
401(k) & IRA reported under treaty Article 17
SIPP & QROPS treated correctly on both returns
Category 03

Moving & life events

Planned before the move so the timing works for you.

US sideUK side
Arriving in the UK
Ongoing 1040 filing continues wherever you live
The 4-year FIG window, structured before you land
Residence & domicile
Substantial presence test reviewed
Statutory residence test & domicile position
Equity, property & estate
RSUs, options & US estate/gift exposure
UK rental income (NRL) & IHT reconciled
Category 04

Catching up & moving on

Back into compliance, or cleanly out.

US sideUK side
Getting compliant
Streamlined Filing Compliance Procedures — back into compliance without penalties, where you qualify. Suits accidental Americans too.
Expatriation & renunciation
Exit tax modelled (Form 8854) before you renounce
UK position after renunciation confirmed
How it works

Three steps, no surprises

Tell us your situation

A free consultation — where you live, what you earn, what you own on each side. No obligation, no jargon.

Get a fixed scope & price

We tell you exactly which services apply on each side, and what they cost, up front — before any work starts.

Both returns, one team

US and UK filings prepared together on one calendar, with credits, treaty positions and timing aligned.

Common questions

Before you get in touch

I'm not sure which service I need — where do I start?

Start with a free consultation. We'll work out what you actually owe on each side and point you to the right service, rather than sell you a package you don't need.

Can one firm really handle both my US and UK tax?

Yes — that's the whole idea. Coordinating both returns is where the value is, and it's what stops the same income being taxed twice or a credit being missed.

How does pricing work?

Fixed fees, agreed before any work starts, once we've scoped your situation. No hourly surprises.

Not sure which of these you need?

Tell us your situation — no obligation — and we'll tell you exactly which services apply on each side, and what they cost, up front.

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