US/UK Private Client

Expert advice to manage your US UK personal tax affairs as well as those of your business.

Personal tax is one of the most complex areas of wealth management and can significantly erode your wealth over time.

When you are exposed to the competing international tax systems of the US and UK, this is made all the more complicated.

Blick Rothenberg is considered to be market leaders in the taxation of non-UK domiciled individuals and offshore trusts, as well as cross-border personal taxation.

We have a strong base of clients in the UK and a broad and longstanding international focus too, acting for a large number of non-UK domiciled individuals and international families.

So, we understand the complexities that US citizens face when living, working and operating businesses in the UK.

Whether you are a start-up entrepreneur, a wealthy family with complex affairs, or a business executive, our dual-qualified team of tax advisers will look after your US UK personal tax affairs as well as those of your business.

Our people, your partners

Dedicated team

Our dedicated US UK tax team is made up of experienced personal tax advisers who are passionate about their field of expertise and will work with you, your family and your business to minimise tax impact across US and UK jurisdictions.

Technically outstanding advice

Through proactive, technically outstanding advice, we ensure your tax planning is both robust, flexible and has been implemented correctly, in line with US and UK personal tax compliance obligations.

We can help

Even where you do not have a US connection, we can advise on:

Relocating to the US
Expanding your business into the US
Investing in the US
Receiving benefit from a US trust

Personal tax services

Private individuals

If you are US citizen living in the UK, an expatriate high net worth individual, a private equity executive exposed to taxation of carried interest or are entering into a divorce or separation with US and UK interests, we can help.

We will work with you to plan your US and UK tax affairs efficiently, ensuring you do not pay more than is rightfully due.

As part of this we take full advantage of foreign tax credits, income exclusions and the provisions of any applicable tax treaty, all whilst navigating the complexity of the US and UK tax systems.

Trusts and estates

Our US UK personal tax experts provide practical advice tailored to you and your family, including:

Combined US Estate and UK Inheritance tax planning
Multi-generational wealth planning
Tax implications of existing trusts for trustees, settlors and beneficiaries
Historical tax analysis of trust structures
Foreign Account Tax Compliance Act (FATCA)
Withholding tax
OECD Common Reporting Standard (CRS) for trust structures

To achieve your personal and business ambitions whilst understanding and managing the tax implications for you, your family and your business, get in touch now to speak with an adviser.

Entrepreneurs

If you are starting or running a business in the UK or the US, we provide a comprehensive suite of tax services which will allow you to concentrate on running your business.

We handle all US and UK tax compliance obligations surrounding your business, and will provide advice and guidance on issues including:

Tax efficient cross-border business structures
Extracting profits and capital value
Expanding your business into the US or UK
Controlled foreign corporation (CFC) regime
Global Intangible Low-Taxed Income (GILTI)
Foreign Account Tax Compliance Act (FATCA)
Withholding tax
OECD Common Reporting Standard (CRS)

Tax opportunities and reliefs for UK and US-connected residents

John Bull and Jennifer McNally discuss a number of key opportunities and reliefs that we should all keep in mind to ensure we are availing of opportunities and taking appropriate steps to plan for the future.

The discussion covers the following topics and also considers not only individual who are UK resident, but also those who have connections to the US:

Inheritance tax including some of the key exemptions
The benefits of using ISA’s
Income tax relief for pension contributions
Tax reducer investments such as EIS and VCT

Were you born in the US, do you have a parent that is American, or do you hold a Green Card?

If so, you may owe the IRS taxes and face hefty penalties and this could be your last chance to take advantage of IRS Streamlined Filing Procedures.

To check, you can find our ‘Should I be paying US taxes?’ tool here.

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