UK pension tax planning

Our approach

Built for the cross-border edge cases.

Most US-UK filings fail the same way: a treaty position that wasn't disclosed, a foreign account that slipped under FBAR thresholds, a PFIC election filed in the wrong year, a carry-forward not tracked from one preparer to the next. The cost of any single one of those is rarely catastrophic on its own — it's the compounding over multiple filing seasons that quietly turns a clean tax life into a six-figure remediation project.

We start every engagement by looking at the edge cases first — the elections, the disclosures, the carry-forwards, the side-effects on next year's return — and only then turn to the routine line items. The result is a filing that reads cleanly to anyone who picks it up next: another preparer, the IRS, or a successor in your own business.

• →Position memo on every meaningful election, with the reasoning written down for the next return
• →Carry-forwards (FTC, capital losses, PFIC basis) tracked year-on-year so nothing expires unused
• →Plain-English commentary on every position taken — the kind that makes a future audit a non-event