Whether you’re working abroad, coming back to the UK, or have interests in more than one country, we can help with a range of tax challenges.
Personal tax planning
Whatever your situation, our aim is to provide clear, practical advice so you know your tax affairs are well managed. We do this by:
- Working closely alongside your other advisers (e.g. mortgage advisors, wealth planners, accountants, bankers or solicitors)
- Focusing on effective, sustainable solutions
- Making all our correspondence clear and unambiguous
International tax matters
Dealing with tax in more than one country can be complex and you may end up paying more tax than you need. We are ideally placed to help you if you are:
- Newly arrived in the UK
- Planning to move abroad
- Married to someone working abroad or returning from overseas
- Have property or investments overseas
- A long-term UK resident with origins overseas
- A US citizen living in the UK, or an “accidental American” needing to file US tax returns
We are in touch with a wide network of international tax and legal experts to ensure any planning is coordinated across all the relevant territories. Our advice might cover:
- Tax treaties to ensure you do not pay too much tax when moving abroad
- Protecting your pension from tax
- Bringing money into the UK without unnecessary taxation
- Buying residential property here or abroad
- Investments and tax structures
US tax return preparation
We provide annual US returns and assist delinquent tax payers to catch up using the streamlined filing process. Our founder, Rachel Sestini, is CTA qualified and qualified as an enrolled agent. She is also a member of the Association of Independent Expatriate Tax Practitioners (AIETP).
Estate planning
Thinking about your estate in good time can avoid placing a great burden on your family in the event of your death. We work closely with professional will writers and solicitors to ensure that all aspects of succession planning are considered, including:
- Lifetime giving to charities
- Trusts
- Decisions about guardians for any children
We can discuss the tax implications of the choices you make as well as the tax breaks available to you within the law.
Get in touch
Contact us today for an initial discussion: