Portfolio Review Service for US-UK Residents: Ensure Your Investments Are Tax-Compliant
Navigating the complexities of cross-border tax efficiency and compliance can be daunting for individuals with ties to both the United States and the United Kingdom. Our Portfolio Review Service is specifically tailored for US-UK residents, expats, and dual citizens to identify and mitigate risks related to investments that may fall foul of punitive tax regimes from the IRS or HMRC. This is an individual financial advice service for people wanting to check they hold suitable portfolios.
If you are worried about US registered mutual funds or ETFS or UK / European UCITs funds or ETFS compliance with the US and UK tax rules implemented by the IRS or HMRC. The main concern is related to Passive Foreign Investment Company rules. In the UK Non reporting funds are the concern and could be held in a US brockerage account. They are treated as 'offshore income gains' and are subject to Income Tax not Capital Gains Tax.
Who Is This Service For?
- Americans Moving to the UK: If you’re relocating to the UK and hold investments in a US-based brokerage account, this service ensures your portfolio complies with HMRC regulations.
- UK Residents Moving to the USA: For UK nationals with ISAs, General Investment Accounts, or other UK-based investments, we check their compliance with IRS rules to prevent potential pitfalls.
- Dual Citizens or Cross-Border Investors: Whether you're a US-UK dual citizen or unsure about the compliance of your investments, our review provides clarity and actionable insights.
How It Works:
- Upload Your Investment Statements: Share a detailed account statement of your portfolio securely.
- Expert Review: Our qualified investment professionals conduct a thorough analysis of your portfolio to check for non-compliant holdings, exposure to punitive tax regimes, and other potential red flags.
- Customized Report: Receive a detailed report highlighting any issues, potential tax implications, and recommendations for corrective action or restructuring where necessary.
- Reassurance Incentive: If your portfolio is found to be fully compliant with no issues, 50% of the review fee is refunded when the report is delivered, making this service a modest yet invaluable investment for peace of mind.
Why Choose Our Portfolio Review Service?
- Tailored Expertise: Our specialists understand the intricacies of both US and UK tax systems and their impact on cross-border investments.
- Proactive Risk Mitigation: Identifying issues early can save you significant costs and stress in the future.
- Affordable Peace of Mind: The partial refund for fully compliant portfolios ensures this service delivers value for all clients, regardless of findings.
Secure Your Financial Future
Whether you're an American settling in the UK, a UK resident moving stateside, or a dual citizen with a foot in both worlds, our Portfolio Review Service ensures your investments are working for you—not against you. Gain clarity, confidence, and compliance with the help of seasoned professionals who put your best interests first.
Take control of your financial future today.
Purchase the portfolio review and secure peace of mind.