Specialist support for a complex cross-border challenge
If you have clients who are US taxpayers living in the UK, you’ll know that managing their investments isn’t straightforward. The US tax regime imposes strict rules on what they can hold, and the wrong choices can lead to unexpected tax bills, penalties or compliance risks.
Our team understands the US Internal Revenue Service (IRS) and UK rules (HMRC), avoids problematic holdings such as Passive Foreign Investment Companies (PFICs), and provides the right documentation to support both sets of tax reporting requirements.
We are fully compliant with the Foreign Account Tax Compliance Act (FATCA), giving your clients the reassurance that their portfolio is being managed in line with both UK and US regulatory requirements.
Designed to make complex straightforward
We know how difficult it can be for US taxpayers to access compliant investment services in the UK. Our approach balances both sets of rules, helping clients grow their wealth without falling foul of IRS regulations. Whether your clients have just arrived, are long-established or planning to return to the US in future, we can provide the structure, support and reporting they need.
However your clients want their money managed, we can help. Our team works with financial advisers across the UK, offering the reassurance of one of the UK’s leading discretionary managers – and the flexibility to support a wide range of client needs.
Working with financial advisers
Building your Clients' portfolio
Our approach to risk management
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