Navigating US and UK tax rules
2025 year-end tax planning
Why do I need to consider year-end planning?
Foreign Tax Credit Planning – Why timing matters in 2025
As the end of 2025 approaches, UK taxpayers aged over 55 have been actively reviewing their pension options amid speculation around changes to income and inheritance tax rules.
For those who are also US taxpayers, these developments bring additional complexity, particularly around how distributions and potential UK reforms interact with the US tax system.
Find out what’s changed, what may be next, and how to prepare.
Pension Planning for US/UK Taxpayers Ahead of Possible Tax Changes
As the end of 2025 approaches, UK taxpayers aged over 55 have been actively reviewing their pension options amid speculation around changes to income and inheritance tax rules.
For those who are also US taxpayers, these developments bring additional complexity, particularly around how distributions and potential UK reforms interact with the US tax system.
Find out what’s changed, what may be next, and how to prepare.
Year-End Gifting Opportunities for US Taxpayers
As we approach the end of 2025, US taxpayers should consider making use of the available US gift and estate tax allowances before year-end.
With generous exemptions and exclusions still available, now is an opportune time to review your estate and gifting strategy to ensure it remains efficient and aligned with your long-term goals.
Discover why this matters, who is affected, and how to take action.
Year-End Charitable Giving Opportunities Before 2026 Changes
As we approach the end of 2025, US taxpayers should consider making use of the available US gift and estate tax allowances before year-end.
With generous exemptions and exclusions still available, now is an opportune time to review your estate and gifting strategy to ensure it remains efficient and aligned with your long-term goals.
Discover why this matters, who is affected, and how to take action.
The SALT Cap Increase: What It Means for 2025
The One Big Beautiful Bill Act (OBBBA) has brought welcome news for many US taxpayers – the long-standing $10,000 state and local tax (SALT) deduction cap has been raised, effective for 2025
This change provides new planning opportunities, particularly for individuals in high-tax states or those with significant property and income tax liabilities.
Read on to find out what’s changed, who is affected, and how to take action before year-end.
Confused by how US tax rules might impact your business?
Many entrepreneurs find the US tax rules to be an impenetrable web of acronyms, jargon, and technical detail.
Our US UK Private Client team specialise in helping people navigate the US and UK tax rules, cutting through the confusion, translating some of the key terms, and helping you understand how these rules affect your business.
We aim to provide practical advice and prepare your US tax return filings to ensure that you comply with the increased reporting required by the IRS for US entrepreneurs.
In the following short videos and accompanying articles we look at how these rules apply to a US citizen in the UK who owns a UK company.
US/UK Private Client
Personal tax is one of the most complex areas of wealth management and can significantly erode your wealth over time.
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 abroad and longstanding international focus too, acting for a large number of non-UK domiciled individuals and international families. We therefore 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.
If you have any questions about the above and how it might impact you, please get in touch with your usual Blick Rothenberg contact or use the form on this page.