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About Joni Trulock

Joni is the Group Marketing Manager for US Tax & Financial Services.

2021 US Tax Deadlines – 2020 tax year

PLEASE NOTE: The April 15 deadline below was changed to May 17. We have adjusted the content accordingly. No additional changes have been announced and all remaining dates are correct as of 7 April. Below are the 2021 US tax deadlines for the 2020 tax year. January 15, 2021 Deadline for Individuals to pay Quarter […]

HMRC Scammers are at it again in 2021

HMRC scammers are preying on victims again in 2021 by calling, emailing and texting UK taxpayers. They are impersonating the HMRC offering refunds, suggesting money is owed and luring people to click a link or share personal information. This year’s latest scam is claiming you are due tax relief in the name of Covid-19. Reports show these are low amounts (around the […]

2020 US Tax Deadlines – 2019 tax year

NOTE: The IRS has extended the filing deadline for this year.  Please read COVID-19 IRS update: US tax filing deadline extension. Below are the 2020 US tax deadlines for the 2019 tax year. January 15, 2020 Deadline for Individuals to pay Quarter 4 of their 2019 Estimated Income Tax payment. If you have income that does […]

Batter Up for LondonSports Charity Softball!

Our tireless team at USTAXFS joined colleagues and contacts in the world of US clients in a charity softball event on July 4th. US Tax & Financial joined City accounting firms, law firms and wealth managers, including BDO, Maseco, Withers, London & Capital, in a Charity Softball Match in aid of and in partnership with […]

Calling IFAs: What you need to know about US connected clients

There is an estimated $1 trillion in cash held by over 10 million US persons living outside of the United States. Since the implementation of FATCA, providing investment solutions for US expats has been increasingly problematic. In addition, even if funds like UCITs will accept US connected investors, they are being treated as non-reporting PFICs […]

Global Entry to the US. Are you eligible?

Can you imagine a future where there is a pre-approved, bio-metric system of global entry into the US from airports across the world? Welcome Global Entry; Applications are now being accepted. US Customs and Border Patrol (CBP) have started taking applications into a new Trusted Traveler Program.  Applicants must create an account with the Program to start the […]

Startups and Scaleups: Going to the US

Startups and Scaleups: Is America Calling? This past week, we had the opportunity to meet startups and scaleups in Newcastle and Edinburgh. We chatted with fantastic entrepreneurs on how to grow your business in the US.  With its large consumer market, world-class talent network and large pool of capital, the US remains one of the most […]

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