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Latest News & Insights

Tax Compliance & Planning

US Citizens in the UK: IRS, FBAR & HMRC Reporting Guide

Learn how US citizens in the UK report foreign accounts, FBAR, FATCA, PFICs and UK income to the IRS and HMRC, including key thresholds.

October 13, 2026

Tax Compliance & Planning

PFIC Tax Trap: What US Citizens Must Know About UK Funds

Discover how UK funds can trigger PFIC tax rules for US citizens. Learn about Form 8621, tax implications, and key considerations for US expats.

October 13, 2026

Investments

Investing in the UK as a US Citizen: Tax Rules & Risks

Learn how US citizens investing in the UK are taxed, avoid PFIC pitfalls, understand ISA and pension rules, and manage IRS and HMRC reporting.

October 13, 2026

UK Pensions

UK-US Pension Rules: 5 Limits That Could Affect Your Retirement

UK-US pension rules can limit retirement flexibility. Discover five key restrictions involving access ages, drawdown, provider policies and cross-border tax.

October 13, 2026

UK Pension Transfers

Can You Transfer Your UK Pension to the US? QROPS & Tax Rules

Can you transfer a UK pension to the US? Understand QROPS rules, the 25% overseas transfer charge, US tax implications and your alternatives.

October 13, 2026

UK Pension Transfers

Are UK SIPPs Suitable for US Citizens? Tax Rules & Risks

Can US citizens have a UK SIPP? Explore US tax rules, PFIC risks, IRS reporting requirements, employer contributions and key suitability considerations.

October 12, 2026

Lifestyle Financial Planning

Moving to the US? What Happens to Your UK Pension

Moving to the US? Discover how your UK pension is taxed, whether the 25% tax-free lump sum is taxable in America, and what IRS reporting rules apply.

October 12, 2026

401K Rollovers

401(k) Rollover for UK Residents: IRA, Tax & Rules (2026)

Living in the UK with a US 401(k) or IRA? Explore rollover rules, US–UK tax treatment, custodian restrictions and withdrawal options in 2026.

October 12, 2026

Lifestyle Financial Planning

What Happens to Your Roth IRA When You Move to the UK?

Moving to the UK with a Roth IRA? Understand UK tax treatment, US–UK treaty rules, withdrawal tax, contribution limits and Roth conversions.

October 12, 2026

401K Rollovers

Should You Roll Over a 401(k) Into an IRA While Living in the UK?

Should you roll over a 401(k) into an IRA while living in the UK? Compare tax considerations, direct vs. indirect rollovers, custodian access and the rule of 55.

October 12, 2026

Lifestyle Financial Planning

Accidental Americans in Europe: What US Citizenship Means for Your Finances

An accidental American in Europe? Understand US tax filing, FATCA bank letters, streamlined compliance procedures and the costs and tax implications of renouncing US citizenship.

October 9, 2026