
Looking for a transatlantic tax advisor (UK+US)
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Description
I'm looking for someone who understands taxation in both countries and can help me sort out my finances before and throughout the move. I have an accountant and they should be able to implement your advice, but they do not deal with US moves and related tax legislation, which is why I'm looking for a specialist here.
Thank you for reading!
Olga P.
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Thank you for the detailed description, Olga. I’m confident that my background in cross-border finance and tax compliance will ensure a smooth financial transition for your move to the US. I have a few questions to tailor my approach effectively:
Could you provide more details on your UK Limited company's structure and any specific funds or assets that may require strategic tax planning during your move?
Are there any investments or retirement accounts in the UK you plan to maintain, which could impact tax obligations in the US?
Will your income be exclusively from your new US role, or will you continue drawing from your UK company in any capacity?
Is there a particular area where you'd like the most guidance—such as US/UK tax treaty benefits, foreign tax credits, or compliance with state-level requirements?
Finally, are there any specific timelines or milestones before your move when you’d like initial advice implemented?
Looking forward to ensuring a seamless financial transition for you.
