Resources
US and UK tax laws are constantly being updated. We believe that clients should always be aware of changes that may affect them. We have therefore written a number of articles based on current legislation which may be of interest. This information should not be taken as full comprehensive advice and we highly recommend that you contact a PJD tax representative for more information.
How to pay the IRS: a practical guide for US taxpayers in the UK
This article will help you navigate the IRS payment system with a few little tips and tricks…
The Streamlined Procedure – For Expats
Do you live abroad and are behind on your US tax obligations? Fear not, the IRS have a procedure available to get you back into compliance without facing any penalties. Read on to find out more…
NOT THE “PFIC” SOLUTION TO YOUR INVESTMENT CHOICES?
US citizens, green card holders, or US residents are required to report their worldwide income to the IRS. For Americans living outside of the US, their investment portfolio will most likely include foreign (non-US) investments. Understanding the US tax treatment of these foreign investments will help them make better investment choices, and limit exposure to draconian US taxes.
Section 1202 Exclusion: Qualified Small Business Stock
US tax relief on qualifying small business stock has changed, but the old rules still apply on stock held before 4th July 2025. Read on to find out more…
GIFTS AND INHERITANCES: HOW THE UK AND US RULES INTERACT
The basic tax concepts around gifting for UK and US tax purposes…
UK AND US PENSIONS FOR US TAXPAYERS
A brief summary of tax planning opportunities for US taxpayers with regards to their UK and US based pensions.
Can I Transfer Money to the UK?
Do you have money sitting in an offshore bank account and are you unsure if this can be transferred to the UK tax free? Find out if it can….
Expatriation
All you need to know about Expatriation Tax. Contact us for more information.
Are you a US resident?
US Citizens and Green Card Holders are taxed as resident of the US. Read on to find out more about tax residence…
End of Year Tax Planning
A quick checklist for UK taxpayers for the end of the year to optimise allowances and tax reliefs available…