I have been working with the US/UK team since 2013. I enjoy solving complex tax problems and finding the best solutions for my clients.
I specialise in providing tax advice to internationally mobile Americans and individuals looking to move to the US, working to help my clients navigate the complexities of two tax systems.
My primary focus is personal tax advisory and compliance for high net worth individuals. I work to help navigate the complexities of dealing with two tax systems and strive to enable my clients to undertake pro-active and tax efficient planning. I work particularly closely on those planning to make a move across the Atlantic, in either direction.
Investing in US Real Estate
Many foreign individuals and US people (citizens, green card holders and US tax residents) invest in the US real estate market. This can diversify their assets holdings, but also act as a potential long-term investment. For example, an individual who no longer lives in the US may find themselves to be a landlord, having leased their former US home.
Alternatively, a non-US person may invest in US real estate, with an intent to either rent out the property or use it as a holiday home. However, without relevant planning, the tax implications of owning US real estate for both US and foreign investors can become a costly and time-consuming exercise.
Furthermore, for individuals that are required to pay taxes in more than one jurisdiction, careful consideration is required to ensure double tax treaties and foreign tax credits are aligned in a timely manner.
Specialist areas
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Qualifications and positions of note
Contact Annie
Insights
The abolition of the non-dom tax regime – an American perspective
Non-domicile changes – The impact for Americans in the UK
