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Not sure which service to book with FRESH?

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.