For US citizens living in the UK

The tax trap costing US expats at least 37% of their UK investment gains

PFIC rules. Dual filing. Platforms that reject you outright. Most UK advisers simply opt out. We specialise in this, and we have built a free toolkit that explains exactly what is at stake and how to fix it.

Sam Back, Head of Financial Planning Cross-border specialist. Based in London. Happy to help US expats of any size or complexity.

Kieran Harrison, Financial Planner Series 65 and Diploma in Regulated Financial Planning qualified. US / UK planning specialist.

FCA Authorised

Cross-border specialists

No minimum asset threshold

Free Complete Toolkit

Everything you need, instantly.

Drop your email in and the full US Expat toolkit unlocks on the next page. Three resources. No wait.

What you get instantly

The Complete US Expat Investment Guide (PDF)

Interactive PFIC vs Pension vs GIA calculator

On-demand webinar: Navigating US/UK Tax

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Toolkit on its way!

Check your inbox. All three resources are landing now.

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We can only share the toolkit with people happy to hear from us from time to time.

The Challenge

Three problems. One toolkit.

Almost every US citizen managing money in the UK runs into the same three walls.

You cannot open an account

Most UK investment platforms reject US citizens outright. FATCA compliance costs mean firms would rather turn you away than build the infrastructure.

Every fund is a potential tax trap

UK funds trigger PFIC penalties from the IRS, taxed at punitive rates. US funds without HMRC Reporting Fund status get taxed as income in the UK at up to 45%.

Frozen out of the advice market

Most UK advisers refuse US clients. The dual-jurisdiction compliance burden means the vast majority have simply opted out. We are one of the few who haven't.

What's in the Toolkit

Three assets. Instant access. Zero hoops.

The complete resource pack for US citizens trying to make sense of their UK investment position.

The Complete US Expat Investment Guide

A comprehensive PDF covering PFIC rules, compliant wrapper strategies, pensions, ISAs, estate planning, and dual-filing obligations. Plain English. No jargon. Written by our cross-border team.

PDF · Instant download

Interactive Tax Wrapper Calculator

Run your own numbers across Pension, GIA, and PFIC wrappers. Personalised projections over your chosen time horizon. Adjustable income tax band, risk profile, and contribution levels.

Interactive tool

On-Demand Webinar: Navigating US/UK Tax

A practical walkthrough of the most common mistakes US expats make with their UK investments, and exactly how to avoid them. Watch on demand at your own pace.

20-minute recording

How It Works

From form to clarity in three steps

No forms to fill repeatedly. No phone calls required. No sales pressure.

Step 01

Drop your email

One form. One click. The full toolkit unlocks on the next page.

Step 02

Work through the resources

Read the guide, run the calculator, watch the webinar. Take your time.

Step 03

Book a call if you want to

Optional. A free, no-obligation review with a specialist. Clients of any size welcome. No minimums.

Get the Toolkit

Stop guessing. Get the full picture.

All three resources. Instant access. No wait.

Unsubscribe anytime.

Toolkit on its way!

Check your inbox. All three resources are landing now.

Sorry.

We can only share the toolkit with people happy to hear from us from time to time.