US Connected Persons

Due to the current reporting and taxation rules in the USA, investing for anyone who is a US passport holder, green card holder or resident can be extremely complex. As part of our experience in working with expatriate clients, we have built up vast knowledge and close partnerships to help our US connected clients to be able to meet their financial goals whilst staying on the “right side” of the IRS.

Our advice in this area covers pensions, ISAs, lump sum investment and regular investment which is efficient in the UK and compliant in the US.

Through our accountancy partner EDA Professional Services, we can assist with US/UK tax returns, tax calculations and tax structuring options for our US connected clients.