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Brits in the US
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Brits in the US

Coordinated US and UK tax services for British citizens in America. One team on both sides of the Atlantic handles your federal and state returns, UK rentals, pensions, and ISAs.

UK Expats

Two returns, one plan.

2
Jurisdictions, One Team
100%
Treaty-Reviewed Returns
4
Offices in the US & UK

Moving to the US puts your entire UK financial life under American tax rules: your ISA, your SIPP, your rental property, even accounts you'd forgotten about. We prepare your US returns and your continuing UK filings together, so treaty relief and foreign tax credits line up instead of colliding.

From the substantial presence test in year one to domicile and inheritance planning decades later, we handle the annual mechanics and the long-term strategy for Brits building lives in America.

Services

How we help Brits in the US

Complete US and UK tax compliance and planning, coordinated under one roof.

01

US Federal & State Returns

Form 1040 plus state filings prepared with your UK income, pensions, and investments reported correctly. We determine residency under the substantial presence test and file accordingly.

02

UK Rental Property Reporting

Kept your UK home and let it out? US residents must report UK rental income with US depreciation rules, and file UK Self Assessment through the Non-Resident Landlord Scheme. We handle both sides.

03

UK Pension Treatment

SIPPs, workplace pensions, and final salary schemes all have distinct US treatment. We apply the US/UK treaty to protect growth, report what must be reported, and plan future withdrawals.

04

ISA & Investment Restructuring

Your ISA loses its tax-free status the moment you become a US resident, and the UK funds inside it usually become PFICs. We quantify the damage and restructure toward US-friendly holdings.

05

Continuing UK Compliance

UK Self Assessment for continuing UK-source income, NT tax code applications so PAYE stops incorrectly withholding, and split-year treatment claims for the year you left.

06

Domicile & Estate Planning

Leaving the UK doesn't shed your UK domicile, and UK IHT can follow your worldwide estate for years. We coordinate your UK inheritance tax exposure with US estate and gift tax planning.

A person reviewing a printed tax form at a desk with a calculator

Your UK assets don't translate themselves.

An ISA, a SIPP, and a buy-to-let are ordinary in Britain and complicated in America. We know what each one becomes under US rules, and how to report, restructure, or protect it before it becomes expensive.

183
Days for Substantial Presence
$10k
FBAR Reporting Threshold
2
Returns, One Engagement
Double Tax Defense

Paying tax twice is a preparation failure.

Between the US/UK treaty and the foreign tax credit, a Brit in the US should almost never suffer true double taxation. When it happens, it's because a US preparer and a UK accountant each optimized their own half without speaking to each other. We plan across the whole position, including the states, which play by their own rules.

Pre-Arrival Planning

The cheapest tax planning happens before you land. Realizing gains, restructuring ISAs, and timing bonuses before US residency begins can save years of complexity.

W-8 vs. W-9 Clarity

UK banks and brokers will ask for forms that don't match your new status. We tell you which certification applies and update it when your residency changes.

Foreign Tax Credit Coordination

UK tax on UK income offsets your US bill only when claimed in the right place, in the right year, in the right basket. We sequence both filings so credits actually land.

Domicile & IHT Watch

UK inheritance tax doesn't stop at the border. We track your long-term UK exposure alongside US estate tax so your family isn't surprised later.

Paying tax twice is a preparation failure.
Industry benefits
Why Choose Us

Why Brits in the US choose US/UK Cross Border Tax

01

Fluent in Both Systems

US CPAs and UK tax advisers work the same file. The people handling your SIPP, your ISA, and your UK rental know what each one means in Washington and in Westminster.

02

Arrival-Year Precision

The year you move is the hardest return you'll ever file. Dual-status elections, split-year treatment, and residency start dates all interact. We get year one right so every later year is simple.

03

State Tax Strategy

Federal treaty relief doesn't always reach state returns. California, for one, ignores the treaty entirely. We plan for the state you actually live in rather than a generic version of America.

04

Fixed, Transparent Pricing

Cross-border filing shouldn't mean open-ended hourly billing. We give you a fixed quote up front that covers both jurisdictions.

"My US accountant had never heard of a SIPP and my UK accountant had never heard of a PFIC. This team knew both instantly. They fixed the ISA problem, sorted my NT code with HMRC, and now everything is filed together once a year."
James H.
James H.
Software Engineer, Brit in San Francisco, 5 years
FAQ

UK Expat Tax Questions

Common questions from British citizens living and working in the US.

Contact US/UK Cross Border Tax

Two Tax Systems, One Team

London Headquarters

4 Crown Place
London EC2A 4BT
United Kingdom

Manchester

CORE
Brown St, Manchester M2 1DH
United Kingdom

San Francisco

600 California St
San Francisco, CA 94108
United States

New York

33 Irving Pl
New York, NY 10003
United States

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