Trusted US-UK Tax Advisors for Expats, Entrepreneurs & Cross-Border Families
We are a specialist firm of dual-qualified tax advisors — combining deep IRS expertise with comprehensive HMRC knowledge to protect your wealth, eliminate double taxation, and give you absolute compliance confidence across both jurisdictions.
Elite Cross-Border Expertise. Personalised Advisory. Absolute Compliance.
We combine the technical depth of a major international firm with the personal attention your situation demands. Our advisors understand both tax systems from the inside — not just in theory, but through years of practical cross-border client work.
Dual-Jurisdiction Mastery
Genuine expertise in both IRS regulations and HMRC requirements — not a generalist firm with a US tax add-on.
Cross-Border Tax Planning
Proactive treaty planning, foreign tax credit optimisation, and long-term wealth structuring across both jurisdictions.
IRS & HMRC Compliance
FBAR, FATCA, FEIE, Form 5471, PFIC, Streamlined Filing, Self Assessment — all handled by specialists who know these frameworks deeply.
Personalised Advice
Every client receives a dedicated advisor and a strategy tailored to their specific cross-border circumstances, not a generic template.
Absolute Confidentiality
Your financial affairs are handled with full professional confidentiality and robust data security at every stage of engagement.
International Client Support
We work with clients across the US, UK, and internationally — advising from London with global reach and local expertise.
Meet the Specialists Behind Your Cross-Border Strategy
Our team brings decades of collective experience advising US expats, dual nationals, cross-border entrepreneurs, and international families on the full spectrum of US and UK tax obligations.
James Fraser
James Fraser leads our US-UK cross-border tax practice with deep expertise spanning IRS compliance, HMRC reporting, treaty planning, and international wealth structuring. He has built his career advising high-net-worth individuals, American expats in the UK, dual nationals, and cross-border entrepreneurs on the full complexity of operating across two demanding tax jurisdictions.
James specialises in FBAR and FATCA compliance, Foreign Earned Income Exclusion planning, IRS Streamlined Filing procedures, UK Self Assessment for US persons, and the strategic use of the US-UK Double Taxation Treaty to protect clients from unnecessary double taxation.
Specialising in PFIC reporting, GILTI, Form 5471, and international business structures for cross-border entrepreneurs and corporate clients.
Advising on UK Self Assessment, capital gains tax, inheritance tax planning, and non-domiciled individual matters for international clients.
Comprehensive Command of US & UK Tax Frameworks
Our practice covers the full spectrum of US-UK cross-border taxation — from individual expat compliance to complex international business structures.
Built on Expertise, Confidentiality & Results
Our advisory team brings extensive collective experience in US-UK cross-border taxation, built across complex international client engagements.
We advise clients living and working in the UK, US, and internationally — handling cross-border complexity wherever our clients are located.
Your financial data and personal affairs are handled with complete professional confidentiality and robust security protocols throughout.
You work directly with a dedicated advisor who understands your full cross-border situation — not a call centre or rotating support staff.
A Premium Advisory Process Built Around You
From initial consultation to ongoing advisory support, our process is designed to be clear, efficient, and entirely focused on your cross-border tax position.
Discovery Consultation
We begin with a thorough consultation to understand your complete cross-border situation — your residency, income sources, assets, filing history, and compliance obligations in both the US and UK.
Strategic Planning
We develop a tailored tax strategy that optimises your position under both jurisdictions — applying treaty provisions, identifying available exclusions and credits, and building a compliant, efficient structure.
Preparation & Filing
Our specialists prepare and submit your returns, reports, and disclosures with precision — from your IRS Form 1040 and FBAR to your UK Self Assessment and any required international information returns.
Ongoing Advisory Support
Cross-border tax is not a once-a-year exercise. We provide ongoing advisory support as your circumstances evolve — life events, business changes, asset disposals, and regulatory updates all affect your position.
Why US-UK Taxation Demands Genuine Specialist Expertise
The Double Taxation Risk
The US taxes its citizens on worldwide income regardless of where they live — a unique position among developed nations. The UK taxes residents on UK-source and, depending on domicile, worldwide income too. Without careful treaty planning and proactive use of credits and exclusions, you can face genuine double taxation on the same income in both countries.
IRS Reporting Obligations
US persons living in the UK face significant annual filing obligations beyond a simple tax return — FBAR for foreign bank accounts exceeding $10,000, Form 8938 FATCA reporting, potential PFIC disclosures on UK investment funds, and Form 5471 if you own shares in UK companies. Missing these filings can result in severe penalties even with no tax owed.
HMRC Obligations for Americans
If you are a US person living in the UK, you also have UK filing obligations through Self Assessment — reporting worldwide income, paying National Insurance where required, and navigating the UK distinct rules on capital gains, pensions, and investment income. The interaction between US and UK rules creates complexity that requires both systems to be considered simultaneously.
Treaty Planning Opportunities
The US-UK Double Taxation Treaty provides significant planning opportunities — but applying them correctly requires understanding how each article interacts with domestic law in both countries. Pension treaty claims, tie-breaker provisions, treaty-based exclusions, and credit ordering all require specialist knowledge to apply correctly and advantageously.
Book Your Consultation with Our US-UK Tax Specialists
Whether you need to catch up on unfiled returns, optimise your cross-border tax position, handle FBAR and FATCA compliance, or plan around a significant financial event — our advisors are ready to help.