Expert Financial Advice for UK Expats in USA
The United States presents unique and complex challenges for British expats. The combination of worldwide taxation, FATCA reporting, and punitive PFIC rules makes financial planning for UK nationals in the US exceptionally challenging.
Many UK investments, including ISAs and most unit trusts, are treated as PFICs (Passive Foreign Investment Companies) by the IRS, resulting in severe tax consequences. Finding advisers who understand both UK and US requirements is essential but difficult.
Our network of British advisers with US expertise helps UK nationals navigate this complex landscape, avoid costly mistakes, and build wealth efficiently while remaining compliant with both jurisdictions.
Common Challenges in USA
- •Navigating PFIC rules on UK investments
- •Understanding FATCA and FBAR reporting requirements
- •Dealing with US taxation of UK pensions
- •Managing dual taxation on worldwide income
- •Finding compliant investment options as a US person
How Our Advisers Help
- Expertise in UK-US cross-border planning
- Knowledge of PFIC-compliant investment options
- FATCA and FBAR compliance guidance
- UK pension optimization for US residents
- State-specific tax planning
Our Services for UK Expats in USA
Country-Specific Expertise
PFIC Avoidance Strategies
Structure investments to avoid the punitive tax treatment of PFICs.
Treaty Benefit Optimization
Use the UK-US tax treaty effectively to minimize double taxation.
Compliance & Reporting
Stay compliant with FATCA, FBAR, and Form 8938 requirements.
Why Get Specialist Expat Advice?
Local & UK Expertise
Advisers who understand both USA and UK financial systems
Quick Matching
Get connected with a specialist adviser within 24 hours
Qualified Professionals
All advisers are British-qualified with USA experience