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The purpose of orientation meetings is to:

- Identify the key issues relevant to your situation

- Match you with the most suitable professional to assist you

Please DON'T book an orientation meeting if you know that you need a consultation.

- Consultations are paid professional advice.

- Orientations are get-to-know meetings without advice.

A cross-border tax strategy session for individuals and business owners operating between the United States and the United Kingdom.

This consultation is designed for clients who want clarity, risk awareness, and coordinated professional insight across two complex tax systems.

Who this is for

- U.S. citizens or Green Card holders residing in the UK

- UK residents with U.S. income, investments, or business structures

- Founders, consultants, and executives operating across both jurisdictions

- Individuals planning a relocation between the U.S. and the UK

- Clients with cross-border assets (LLCs, UK Ltd companies, trusts, brokerage portfolios, pensions, RSUs, crypto)

What we cover

During this 45-minute strategic session, we will:

- Analyse your tax residency position in both jurisdictions

- Assess worldwide taxation exposure (U.S. citizenship-based taxation vs. UK residence-based taxation)

- Review application of the U.S.–UK Double Taxation Treaty

- Examine taxation of employment income, self-employment, dividends, capital gains, pensions, equity compensation, and business profits

- Evaluate foreign tax credit positioning and double-tax mitigation strategies

- Identify compliance risks (FATCA, FBAR, PFIC exposure, CFC considerations, reporting obligations, etc.)

- Highlight structural inefficiencies and optimisation opportunities

This is not a generic overview — the session is tailored to your specific income streams and asset structure.

Professional team

You will receive coordinated insight from two senior cross-border tax professionals:

- A U.S. Certified Public Accountant (CPA) specialising in international tax compliance and reporting

- A UK Financial Advisor & Accountant with cross-border structuring experience

Together, they provide aligned guidance across both systems to ensure consistency and clarity.

What’s included

- 45-minute private strategy consultation

- Cross-jurisdiction coordination during the session

- Strategic guidance and practical next-step direction

No written follow-up memo included

Outcome

By the end of the session, you will have:

- A clear understanding of your tax exposure in both countries

- Awareness of key compliance and reporting obligations

- Identification of material risk areas

- Strategic considerations for restructuring or optimisation

-Confidence in deciding your next steps

This consultation is ideal before relocation, business expansion, restructuring, or aligning historical compliance across both jurisdictions.

Booking note

Please provide detailed background information (residency history, income streams, entities, investments, pensions, and prior filings) when booking so we can prepare the session in advance.

A coordinated cross-border session for clients with UK–Portugal ties who want clarity and tax-efficient structuring.

Designed for:

- Individuals planning to move to Portugal from the UK who want to understand their tax obligations and optimize across both jurisdictions

- Individuals leaving Portugal for the UK or maintaining ties to both countries

- UK residents with Portuguese income, property, or business interests

- Non-UK persons planning to establish a UK company or receiving UK-sourced income

How it works

During the consultation, we will:

- Review your current structure, residency status, and income streams

- Explore eligibility and planning under Portuguese tax regimes (including IFICI / NHR 2.0, former NHR considerations, and standard Portuguese taxation)

- Discuss taxation of foreign income, including employment, self-employment, dividends, rental income, pensions, and capital gains

- Review the application of the UK–Portugal Double Taxation Agreement and interaction between both systems

- Identify opportunities for tax efficiency for individuals, remote workers, business owners, or those holding cryptocurrency, trusts, or other cross-border assets

- Provide clear guidance on your potential UK and Portuguese tax exposure and compliance obligations

What’s included

- 45-minute consultation tailored to your specific structure and income streams (no written follow-up included)

- Two senior tax advisors — one specializing in Portuguese taxation and one in UK taxation — providing coordinated cross-border guidance

Outcome

You will leave with a clear, practical understanding of your tax position and key considerations for next steps — whether planning a relocation, managing cross-border income, or optimizing your structure as a UK–Portugal taxpayer.

Booking note

Please provide as much detail as possible when booking so we can assign the most appropriate Portuguese and UK tax specialists for your situation.

Preparation and filing of your UK and U.S. tax returns, coordinated within the same group.

Who this is for

This combined package is ideal if, in the same year, you:

- Are a U.S. citizen, green card holder, or U.S. tax resident with UK filing obligations; or

- Are UK tax resident with U.S.-source income or U.S. filing obligations (e.g. citizenship or green card)

How it works

Your UK and U.S. tax returns are prepared in coordination so that:

- Income is treated consistently

- Foreign tax credits and treaty positions are aligned

- Timing of reporting is consistent across both returns

This reduces the possibility of mismatches or double taxation between the two filings.

What’s included

- Preparation and filing of one 2025/26 UK personal tax return

- Preparation and filing of one 2025 U.S. tax return

- FBAR filing up to 5 accounts

- Basic review of cross-border issues (e.g. which country taxes each income first and how it is reflected in the other return)

For one person or a couple?

This fee covers one tax return:

- If you are eligible to file jointly, it applies to a joint return

- If not, it applies to an individual return

Please note: the U.S. only allows married couples to file jointly.

What’s not included / complex cases

- Some situations may require additional work and be subject to a separate quote, including:

- Business and corporate tax returns in either country (LLCs, corporations, partnerships, S-corps)

- Foreign company reporting in the U.S. (CFC forms, PFIC reporting) or complex UK foreign income structures

- Large volumes of capital gains / crypto transactions

- U.S. state tax returns

- Complex coordination requiring detailed projections for a third country

- Tax planning or strategy work

- Amendments to prior-year returns or last-minute filings

If your situation falls outside the standard scope, we will review your case and provide a transparent revised quote. You may then choose to proceed or receive a full refund.

Preparation and filing of your UK personal tax return for the tax year ended 5 April 2026.

Who this is for

For individuals who receive income or gains that are not taxed at source (for example through PAYE as an employee). This includes, but is not limited to:

- Self-employed income (e.g. as a sole trader) exceeding £1,000

- Being a partner in a business partnership

- Gains and income from the sale or disposal of assets

- Property income

- Tips and commission

- Income from savings, investments and dividends

- Foreign income

How it works

We prepare and file your UK personal tax return based on your income sources for the relevant tax year.

What’s included

This service covers most standard UK tax returns.

If your situation is more complex than a standard return, we will inform you in advance and provide a revised quote. You may then choose to proceed or receive a full refund.

For one person or a couple?

This fee covers one personal tax return for one tax year.

What’s not included / complex cases

- Some situations may require additional work and be subject to a separate quote, including:

- Property and/or foreign income

- Large amounts or a high number of capital gains transactions

- Complex cryptocurrency/digital asset transactions

- Complex coordination requiring tax estimates for other countries

- Tax planning or strategy services

- Amendments to prior-year returns

- Late or last-minute returns

Pricing transparency

If your situation is outside the typical scope, we will review it first and provide a fair, transparent quote. If you prefer not to proceed, you will receive a full refund of any payments made.