Business Details
Your Trusted Partner for US Tax Solutions
Established over 35 years ago, USTAXFS is a leading boutique tax accounting firm specialising in US and US/UK tax advisory, compliance, and cross-border planning. With offices in London, Zurich, and Geneva, our team of expert US tax accountants, UK tax professionals, and US attorneys deliver tailored solutions for individuals, funds, trusts, and corporations navigating the complexities of the US tax system globally.Our commitment to investing in specialist talent and empowering our staff ensures consistently high-quality service, underpinned by our membership in the GGI Global network, which connects us to tax and legal advisors in 126 countries. We pride ourselves on providing world-class, client-focused expertise, combining deep industry knowledge with a proactive approach to compliance and strategic planning.
Services
US Tax Advisory
Cross-border Planning
Trust Structures
Expatriation Tax
Pensions
Estate Planning
Funds Compliance
Partnership Services
Corporate Tax
FATCA Compliance
Highlights and features
- We have over 35 years of experience in US tax advisory and compliance.
- Our team includes US and UK tax accountants and attorneys with global expertise.
- We offer tailored solutions for cross-border financial planning and compliance.
- Our membership in GGI Global provides access to 126 countries' tax networks.
- We deliver consistently high-quality, compliant filing and planning decisions.
Services
US Tax Advisory
Our US Tax Advisory services provide expert guidance on compliance and planning for individuals and businesses affected by the US tax system. We specialise in cross-border financial planning, expatriation tax, and trust structures, ensuring clients meet global reporting obligations while minimising liabilities. With offices in London, Zurich, and Geneva, our team of US and UK tax professionals delivers tailored solutions for complex international tax challenges.
Cross-border Planning
Cross-border Planning at USTAXFS addresses the complexities of US/UK tax compliance and global financial obligations. Our services include advising on trust structures, pension tax planning, and wealth transfer strategies for multinational families. We help clients navigate dual tax jurisdictions, leveraging our membership in the GGI Global network to resolve multi-jurisdictional cases with precision and expertise.
Trust Structures
We offer specialist advice on trust structures with US connections, focusing on asset protection, generational planning, and compliance with US tax regulations. Our team assists trustees, family offices, and wealth advisors in managing complex trust tax issues, including foreign trusts with US beneficiaries. We ensure accurate reporting and planning to mitigate compliance risks and optimise tax efficiency.
Expatriation Tax
Our Expatriation Tax Services support individuals renouncing US citizenship or relinquishing Green Cards. We calculate exit tax liabilities, prepare Form 8854, and advise on minimising penalties under US tax law. Our experts guide clients through compliance requirements, ensuring smooth transitions while addressing potential tax implications for global assets and deferred compensation.
Funds Compliance
USTAXFS provides comprehensive compliance services for investment funds with US investors or assets. We specialise in K-1 reporting, PFIC testing, and CFC compliance, supporting fund managers through structuring, investor onboarding, and exit strategies. Our team ensures adherence to US tax regulations while delivering cost-effective solutions tailored to the fund lifecycle.
People
Andrew Aldridge
Tax Director & US Attorney
Andrew Aldridge has over 40 years of international tax experience, specialising in non-US trusts and expatriation tax. He holds an LL.M. from Southern Methodist University and is a licensed attorney in Oklahoma.
Bradley Albin
International Corporate Tax Director
Bradley Albin advises on corporate structures and US expansion, with 25 years of experience in multinational tax issues. He holds a J.D. from The George Washington University and is a licensed attorney in Illinois.
Glenn Snow
US/UK Tax Director
Glenn Snow is a dual-qualified tax adviser with 16 years of expertise in US/UK cross-border tax planning. He holds a BA from the University of Essex and is an IRS Enrolled Agent.
Tas Meghani
Tax Director - Head of Trusts & Estates
Tas Meghani has 20 years of experience in US trust tax, focusing on non-US trusts with US beneficiaries. She holds an LL.M. in Taxation from University College London and is an IRS Enrolled Agent.
Questions
What US tax services do you offer for expatriates?
We provide expatriation tax planning, exit tax calculations, and compliance support for individuals renouncing US citizenship or Green Cards.
How do you handle cross-border tax compliance for trusts?
We advise on US tax treatment of non-US trusts, including reporting requirements and compliance for settlors and beneficiaries.
Can you assist with US tax obligations for UK residents?
Yes, we specialise in US/UK cross-border tax planning, compliance, and reporting for individuals and businesses.
Do you support investment funds with US tax reporting?
We offer K-1 reporting, PFIC testing, and CFC compliance services for funds with US investors or assets.
What estate planning services do you provide?
We help clients navigate US Estate and Gift Tax implications, including lifetime gifting strategies and trust structures.
