Services
Core cross-border services, plus a guide to every major IRS form a US-UK life can trigger — each handled as one coherent position, with a fixed fee agreed in writing before any work begins.
Core Services.
11Form 1040 preparation for Americans abroad: FEIE, foreign tax credits, treaty positions and every schedule your situation requires.
UK Self Assessment prepared alongside your US return: residence, remittance planning, and reliefs claimed in the right country.
FBAR (FinCEN 114) and FATCA (Form 8938) preparation: thresholds checked, accounts aggregated, penalties avoided.
PFIC analysis and Form 8621 preparation for UK funds, ISAs and investment platforms held by US persons.
US-UK treaty analysis: tie-breakers, pension articles, and reliefs claimed in the right country, in the right order.
Streamlined Foreign Offshore Procedures: three years of returns, six years of FBARs, and a clean slate without penalties.
Cross-border pension advice: UK pensions under US rules, 401(k)s and IRAs under UK rules, lump sums and treaty positions.
Cross-border property and capital gains: selling a home, rental income, currency gains and 60-day UK reporting.
Cross-border business structuring: UK limited companies under US rules, GILTI, permanent establishment and expansion in either direction.
Cross-border trusts, gifts and inheritance: US-UK estate planning, foreign trust reporting and the forms that catch families out.
Renouncing US citizenship or surrendering a Green Card: covered expatriate tests, exit tax modelling and Form 8854.
US Tax Forms & Topics.
17The specific forms and rules behind the headlines — what each one does, who it catches, and how we handle it.
Form 1040 preparation for US citizens and Green Card holders in the UK — worldwide income, the right schedules, and relief claimed properly.
Form 1040-NR for UK residents with US income — rentals, royalties, business profits and property sales, filed with treaty positions applied.
Form 1040-X amended returns — fixing earlier US filings, claiming missed foreign tax credits and refunds still open under the statute.
Form W-8BEN for UK residents — certifying foreign status and claiming US–UK treaty withholding rates on US dividends, interest and royalties.
Form W-8BEN-E for UK companies — entity classification, FATCA status and US–UK treaty claims on US-source income, completed correctly.
How the US–UK income tax treaty actually works — residence tie-breakers, withholding rates, pensions, the savings clause and Form 8833 claims.
US vs UK income tax compared — tax years, rates, residence rules and filing systems, and how the two are kept from taxing the same income twice.
FATCA reporting for Americans in the UK — Form 8938 thresholds, what UK banks report to the IRS, and how FATCA differs from FBAR.
Form 8621 and PFIC rules for US persons in the UK — why UK funds and ISA holdings are punitive, the three tax regimes, and how to unwind them.
Form 5471 for US owners of UK companies — filer categories, GILTI exposure, dormant-company relief and the $10,000 penalty regime.
Form 1116 foreign tax credits — using UK tax to eliminate US tax, category baskets, carryovers and the choice against the FEIE.
The FEIE and Form 2555 — excluding foreign salary from US tax, the residence and presence tests, housing amounts, and when credits beat it.
Form 3520 for foreign gifts, inheritances and trusts — the $100,000 reporting threshold, UK estates and trusts, and the penalty regime.
The substantial presence test — how the weighted 183-day formula works, exempt days, the closer-connection exception and treaty tie-breakers.
Form 4868 and expat deadlines — the automatic June 15 extension abroad, extending to October 15, and why payment is still due in April.
Schedule 2 of Form 1040 — the additional taxes: AMT, net investment income tax, additional Medicare tax and self-employment tax, explained for expats.
US state tax returns for expats — domicile vs residence, the sticky states, breaking state ties before a move and part-year filings.