US tax advice for expats in the UK.
Foreign income, equity compensation, tax residency, property sales and pensions — get professionally accredited advice from an experienced US/UK tax advisor. Both sides of the treaty, one clear answer.
- A written memo with IRS citations and treaty references
- Fixed fee, quoted on a free intro call before you pay anything
- Delivered in days — IRS and HMRC sides coordinated in one document
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An experienced tax advisor responds within 48 hours · No payment, no commitment
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Fixed fee, quoted before you pay — scoped to your exact situation.
Trusted by Americans across the UK.
“The advisory memo was incredibly thorough — it covered both the Dutch side and IRS obligations and saved me over $3,000 compared to the firm I used the year before.”
Wessel S.
Engineer at Google · Amsterdam
“As an American Founder & CEO living in the EU with income across continents, Agentax made filing taxes from abroad incredibly easy. I was behind a few years as well and they cleared it up without any issues. Highly recommended!”
Brian K.
Founder & CEO · Oslo
“I filed my taxes with Agentax this year, saved a ton of money, and had a fabulous experience. The process of uploading my documents was super simple and the team were really helpful along the way. They will be my go to from now on!”
Vannessa S.
Sales at Datadog · London
Every cross-border decision an American in the UK faces.
Any taxable event where the IRS and HMRC both want a piece — and where timing or structuring, decided in advance, can save you thousands.
Equity compensation
RSUs, ISOs, NSOs and ESPPs — exercise timing, vesting across borders, AMT exposure and US–UK treaty relief so the same shares aren't taxed twice.
Property sales & rental
Selling your UK home or letting it out — capital gains exclusions, foreign tax credits, currency conversion on the gain, and how HMRC and the IRS interact.
Tax residency & the non-dom changes
The FIG regime, remittance-basis transition, split-year treatment and the statutory residence test — what the April 2025 changes mean for your US filing position.
Foreign income: FEIE vs FTC
The exclusion-vs-credit election is semi-irrevocable and usually decided wrong in a high-tax country. We model both and tell you which saves more, in writing.
UK pensions & the treaty
SIPPs, workplace schemes, QROPS and the 25% lump sum under treaty Articles 17/18 — what's taxable where, and when Form 8833 protects you.
ISAs, PFICs & UK funds
ISAs aren't tax-free for US persons and most UK funds are PFICs. Advice on what to hold, what to sell, and how to unwind positions cleanly.
Retirement & Roth planning
Cross-border pension withdrawals, Roth conversions while UK-resident, and sequencing retirement income across both systems.
Company exits & business income
M&A proceeds, earnouts, LLC and K-1 income, sole trader and Ltd structures — coordinated treatment on both sides before you sign.
Relocation & exit planning
Moving to the UK, moving back to the US, or renouncing — written analysis of the tax consequences before the move locks them in.
A written answer you can act on.
Not a hedge-everything phone consult. A document with numbers, citations and a plan — scoped to your exact situation and priced as a fixed fee before you commit.
Every memo includes
- Jurisdiction-specific analysis — US and UK sides coordinated
- Optimal timing recommendations for exercises, sales or transfers
- Estimated tax liability under each scenario
- Treaty-based relief opportunities (and when Form 8833 applies)
- Step-by-step action plan with deadlines
- Supporting IRS citations and treaty article references
Custom quote — scoped and fixed on a free intro call. Typically a fraction of what dual-qualified London firms charge for the same analysis.
Intro call
Free 15 min — we hear the decision you're facing and confirm we can help
Scope & fixed quote
You get a fixed fee for the memo before you pay — no hourly billing
Analysis
An experienced tax advisor researches your scenario against authoritative sources
Memo in days
A written memo with numbers, citations and an action plan — yours to keep
The people who write your memo.
No call centre, no offshore back office. Two operators who've lived the US–UK tax problem themselves research and sign every memo.
Tim Bijman
Commercial Finance & Tax Manager
10+ years in international tax. Ex-EY (US international corporate tax), NOB-certified. Ran US tax affairs for a listed multinational from San Francisco.
LinkedIn
Kyle Wasserman
Head of Business Development
London-based ex-Apple finance (Cupertino) and startup operator across the US, EMEA and APAC. Specialist in cross-border RSUs, ESPPs and stock options. Cambridge MBA.
LinkedInQuestions Americans in the UK ask us.
The decisions are stressful. The answers usually aren't — once someone runs the numbers on both sides.
What exactly do I get?
A written advisory memo analyzing your specific situation on both the US and UK sides: the numbers under each scenario, the treaty positions that apply, IRS and HMRC references, and a step-by-step action plan with deadlines. It's a document you can act on, share with your employer or solicitor, and keep on file.
How much does a memo cost?
Every memo is priced to its scope, quoted as a fixed fee on the free intro call before you commit to anything. No hourly billing, no surprise add-ons — you know the exact price before you pay, and it's typically a fraction of what a London dual-qualified firm charges for the same analysis.
How fast will I have it?
Most memos are delivered within days of scoping, not weeks. If you're up against a deadline — an exercise window, a completion date, a move — tell us on the call and we'll confirm timing before you pay.
Why do I need this before I act, rather than at filing time?
Because most cross-border tax outcomes are locked in by the transaction itself, not the filing. Once you've exercised the options, sold the house, or triggered the residency change, your preparer can only report what happened. The memo exists so you choose the better-taxed path while you still can.
What do the non-dom changes mean for me as a US citizen?
Since 6 April 2025 the remittance basis is gone: after four years of UK residence you're taxed in the UK on worldwide income, alongside your existing US worldwide filing obligation. That makes mechanism choice (FEIE vs FTC), account structuring and timing decisions materially more valuable — and getting them wrong more expensive. This is now the single most common memo we write.
Can you also file my return?
Yes. Filing is a separate fixed-fee service ($500 simple / $950 advanced), and many advice clients have us implement the memo at filing time. But the memo stands alone — you can take it to any preparer.
Get the answer before the tax bill arrives.
Request a free 15-min intro call — an experienced US/UK tax advisor responds within 48 hours and quotes your memo as a fixed fee.
Responds within 48 hours · Free intro call