UK/US Tax Reporting

Seamless cross-border tax compliance — handled properly, every year

Managing tax obligations across both the UK and the US can be complex, time-consuming, and high-risk if not handled correctly. Our specialist UK/US reporting service ensures that your annual tax compliance is accurate, aligned, and optimised across both jurisdictions.

We provide coordinated support for both UK and US tax filings, giving you a complete and joined-up view of your global tax position. By handling both sides together, we eliminate inconsistencies, reduce inefficiencies, and provide clarity you can rely on year after year.

Why UK/US Tax Reporting Is Different

The UK and US tax systems operate very differently — and when combined, they create a highly complex compliance environment.

Without a coordinated approach, individuals can face:

  • Double taxation

  • Missed reliefs (such as foreign tax credits)

  • Inconsistent reporting between jurisdictions

  • Increased scrutiny from tax authorities

  • Unnecessary administrative burden

Our integrated service ensures everything works together — not against each other.

What We Do

We specialise in providing annual compliance from both a UK and US tax perspective, ensuring your reporting is complete, accurate, and aligned.

Our approach goes beyond simply filing returns. We proactively review your position each year to ensure it remains efficient as your circumstances evolve.

What’s Included in Our UK/US Reporting Service

US Tax Return Preparation

Preparation and filing of your annual US federal tax return, including consideration of state tax obligations where applicable.

We ensure your filings reflect your global income correctly while making full use of available reliefs and credits.

Foreign Bank Account Reporting (FBAR & FATCA)

We manage your foreign financial reporting requirements, including FBAR filings under the FATCA regime.

This ensures full compliance with US disclosure requirements and reduces the risk of significant penalties.

UK Self Assessment Tax Returns

Preparation and submission of your UK self assessment tax return, ensuring alignment with your US filings and overall tax position.

We coordinate both filings to ensure consistency and efficiency.

Foreign Tax Credit Coordination

We ensure that foreign tax credits are correctly applied across both jurisdictions to minimise double taxation and improve overall tax efficiency.

FIG (Financial Interest Group) Considerations

We assess the impact of the FIG regime on your tax position and ensure appropriate reporting and planning is in place.

Investment Portfolio Tax Guidance (UK/US)

We provide guidance on structuring and maintaining tax-efficient investment portfolios that work across both UK and US tax systems.

Private Equity & Carried Interest Considerations

For individuals involved in private equity, we provide specialist advice on:

  • Carried interest taxation

  • Co-investment structures

  • Cross-border tax implications

Our Approach

We believe tax reporting should be proactive — not reactive.

1. Annual Check-In

We connect with you each year to review any changes in your circumstances, income, or investments.

2. Coordinated Preparation

We prepare both UK and US filings together, ensuring consistency and efficiency.

3. Clear Communication

We explain your tax position in plain English, so you understand where you stand.

4. Ongoing Optimisation

We identify opportunities to improve your tax position for future years — not just report on the past.

Our coordinated UK/US approach helps eliminate inconsistencies between your filings, reducing the risk of penalties and compliance issues while ensuring your reporting is accurate across both jurisdictions. By optimising the use of foreign tax credits and identifying inefficiencies, we improve your overall tax position and help minimise unnecessary liabilities. At the same time, you gain a clear, unified view of your global tax affairs, all supported by a single, integrated advisory team that saves you time and simplifies the entire process.

Who This Service Is For

Our UK/US reporting service is designed for:

  • UK/US dual taxpayers

  • US citizens living in the UK

  • UK residents with US tax obligations

  • International professionals with cross-border income

  • Private equity professionals and investors

  • Individuals with global assets and investments

Why Work With Us

Being fully conversant with both UK and US tax systems allows us to provide a seamless experience across jurisdictions.

Rather than working with separate advisors in each country, you benefit from a single, coordinated team that understands the full picture — ensuring nothing is missed and everything is aligned.

Stay Ahead, Not Behind

We prioritise regular, proactive engagement with our clients. By staying in step with your evolving circumstances, we help you avoid surprises and maintain an efficient, compliant tax position year after year.

Get Started

If you need reliable, coordinated UK/US tax reporting — or want confidence that your current filings are being handled correctly — we’re here to help.

Get in touch to discuss your situation and ensure your cross-border tax affairs are fully aligned.

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