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Our 5th Annual Web Summit participation - Best one yet!

4 - 7 November 2019
For the 5th consecutive year, USTAXFS will join thousands of startups, alphas, betas, and growth companies at the largest tech conference in the world, Web Summit. Entrepreneurs with a vision of expanding their business gather to promote their innovations, and we're there to support them at Web Summit 2019. With
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Trade in the USA - SelectUSA Jersey Event

10 & 11 October 2019
Are you a business in Jersey considering US expansion?  Join SelectUSA, USTAXFS, and an expert US panel in Jersey for practical advice on how. This seminar will discuss potential opportunities for companies in Jersey to begin or expand business in the United
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USTAXFS at 'America Made Easy' - London & Birmingham

24 & 26 September 2019
Considering expanding your business to the USA? USTAXFS Corporate Tax Manager, James Debate, will be speaking at two US expansion events in September. Panelists at these "Land & Expand in the US - America Made Easy" events will provide practical advice on
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USTAXFS Sponsors Luncheon at PCD Sports Industry Forum, Zurich

19 September 2019
We are pleased to be partnering with the Private Client Dining Club (PCD) and JL Romanillos (JLR) to bring you the PCD Sports Industry Forum seminar on planning for individual players, clubs and agencies. An expert panel, including USTAXFS Founder, Darlene
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ACG Summer Wine Down 2019, London, June - We're sponsoring

27 June 2019
Sip, Savour, Repeat! That will be the order of business at ACG Summer Wine Down 2019 on the 27th of June, on the terrace at the new Wells Fargo London office. US Tax & Financial Services are proud to be
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BVCA High Growth Conference 2019, London, June

27 June 2019
In our continued support of the Venture Capital community, we will once again be in attendance at the exciting BVCA High Growth Conference 2019.  As long-standing members of the British Venture Capital Association, Nora Rothrock and Bradley Albin will join hundreds
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Land & Expand in the US: America Made Easy, London, June

25 June 2019
Have you considered launching your business in the US? The Land & Expand in the US: America  Made Easy workshop in London on 25 June is designed to provide ambitious UK companies with key market insights and the expert guidance needed
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ACG Growth Awards, Amsterdam, June - We're there

25 - 26 June 2019
The Association for Corporate Growth (ACG) will be hosting its 4th annual ACG Growth Awards in the Netherlands, 25-26 June. US Tax & Financial Services are happy to support the corporate community. Brad Albin and David Lewis will be attending the event, taking place
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GoToMarket Global US Expansion, June, London (prev. Cambs)

25 June 2019
Update: Please note that this event has now been opened up to all sectors of business considering US Expansion (was previously US Healthcare) and will be held in London (previously Cambridge).  London details are below.  Our next Go To Market Global US expansion
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STEP Scotland Spring Conference, Dundee, June

19 June 2019
Join Nora Rothrock, Andrew Aldridge and Sarjul Patel in Dundee in June for the STEP Scotland (Society of Trust and Estate Practitioners) Spring Conference. STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. STEP members
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We're at the Eurogrowth, London, June

11 & 12 June 2019
ACG's EuroGrowth is a frontrunning international middle-market event, setting the stage for 200+ global M&A professionals to advance deals. It prioritizes programming, receptions and structured networking opportunities, and David Lewis, USTAXFS Head of Business Development, will be there. Speed networking appointments and breakout sessions
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SelectUSA Investment Summit, LA & Wash DC, June

6 & 10 - 12 June 2019
The SelectUSA Investment Summit is back. Managing Director, Nora Rothrock, and Tax Director, Dave Daley, join senior government officials, business executives, and other thought leaders at the highest-profile event dedicated to promoting foreign direct investment (FDI) in the United States. This
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“Doing Business in the USA” US Expansion May Seminar, Birmingham

16 May 2019
The United States remains a key place for entrepreneurs all over the world to fuel their next stage of business growth through US Expansion. The US is a big country, however, so where should a European entrepreneur look to set up their US
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“Doing Business in the USA” US Expansion May Seminar, Manchester

8 May 2019
The United States remains a key place for entrepreneurs all over the world to fuel their next stage of business growth through US Expansion. The US is a big country, however, so where should a European entrepreneur look to set up their US
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US expansion roundtable - JobsOhio & UK FinTech Week

2 May 2019
Expansion to the US can present unique challenges. USTAXFS tax director, Dave Daley, joins JobsOhio in a TECHTalents Society roundtable during UK FinTech Week in May. This session will cover strategies for entering the US market and the benefits of choosing to set up in Ohio. Meet other
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SNABC US Expansion April seminar in Edinburgh

24 April 2019
The Scottish North American Business Council (SNABC) along with its partners, including Scottish Development International (SDI), USTAXFS, and the US Commercial Service, will offer a quick, practical introduction to international trade opportunities in the USA. Join us on April 24th in
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"Doing Business in the USA" April Seminar in Amsterdam

16 April 2019
 The United States remains a key place for entrepreneurs all over the world to fuel their next stage of business growth through US Expansion. The US is a big country, however, so where should a European entrepreneur look to set up their US
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"Doing Business in the USA" April Seminar in London

3 April 2019
The United States remains a key place for entrepreneurs all over the world to fuel their next stage of business growth through US Expansion. The US is a big country, however, so where should a UK entrepreneur look to set up their US
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"US Uncovered" US Expansion March Seminar - London

28 March 2019
The United States remains a key place for entrepreneurs all over the world to fuel their next stage of business growth through US Expansion. The US is a big country, however, so where should a European entrepreneur look to set up their US business? Nora
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SelectUSA US Expansion March seminar in Portugal

11 March 2019
Are you a successful exporter in Portugal looking to do more business in the States? We are participating with the American Chamber of Commerce in Portugal and our friends at US Commercial Service in Lisbon in partnership with ACP/CCIP, AEP, ANJE for
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GoToMarket Global US Expansion West Coast Seminar

27 February 2019
We are pleased to announce that we have partnered with Go To Market Global on a series of US expansion seminars in London. GTM Global in association with DIT, Silicon Valley Bank and Greater Phoenix Economic Council have gathered advisers &
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We're at SuperVenture 2019, Berlin

26 February 2019
We are pleased to announce that we will once again be attending SuperReturn International's SuperVenture Conference in Berlin. SuperVenture brings together LPs, GPs, service providers, and tech ingenuity to share best practices and discover new opportunities.  Group Managing Director Nora Rothrock and Group
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US Expansion seminars - Florida

4 & 6 December 2018
The United States remains a key place for entrepreneurs all over the world to fuel their next stage of business growth through US Expansion.  The US is a big country, however, where should a UK or European entrepreneur look to set up their
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US Expansion Workshop for Scottish International Week 2018 (SIW18)

21 September 2018
Our Managing Director Nora Rothrock and Tax Director Dave Daley for a US Expansion Workshop in Edinburgh, Scotland. With its large consumer market, world-class talent network, vibrant support infrastructure and large pool of capital, the United States remains one of the
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LGT Vestra & USTAXFS present Jersey seminars for US connected persons

19 September 2018
US CONNECTED PERSONS: TRUSTS AND INVESTMENTS, JERSEY LGT Vestra Jersey, LGT Vestra US and US Tax & Financial Services invite you to join us in Jersey for the third of our seminars this year on Trusts and Investments for US-Connected Persons at
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US Tax for European Funds Seminar, Stockholm

18 September 2018
We have partnered with Majattorney in Sweden again to present, Attracting US Investors to European Funds - Update on the US Tax Environment, at The Grand Hotel in Stockholm, on September 18, 2018. The seminar will be relevant to anyone in the Investment Management
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How to Navigate US Taxes as a US-Connected Person, Stockholm

18 September 2018
We have partnered with Majattorney in Sweden again to present, How to Navigate as a US-Connected Person in a World of Tax Transparency, at The Grand Hotel in Stockholm, on September 18, 2018. US TAX FOR INDIVIDUALS BREAKFAST SEMINAR 08:00 - Registration &
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5 Sept 2018: US Expansion Workshop in Scotland

5 September 2018
Join our Managing Director Nora Rothrock and Tax Director Dave Daley for a US Expansion Workshop in Edinburgh, Scotland. With its large consumer market, world-class talent network, vibrant support infrastructure and large pool of capital, the United States remains one of
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US Corporate Tax Webinar

22 August 2018
Do you know what taxes you need to pay when importing to the US? Do you think you’re currently overpaying tax? Do you know what US corporate tax changes could mean for you? SAVE A SEAT at our Webinar to find out more about new US corporate
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US Tax & Financial support London Tech Week

18 June 2018
Following the innovative game changers and global digital revolution of the last 20 years, tech companies around the world have unprecedented opportunities to reach new markets. London has become one of the hotbeds of global tech innovation and the United
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25 May 2018: Daley to Speak at SelectUSA Seminar in London

25 May 2018
In a climate of globalization and change, business leaders are forced to re-examine their international trade and investment strategies. We're joining forces with US Commercial Service/SelectUSA at their US Trade & Investment Growth Seminar, 25th of May in London. This seminar will discuss potential
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Albin to Speak at SelectUSA Seminar in Bristol

23 May 2018
At a time of economic change that is creating new opportunities, are you a successful exporter looking to do more business in the States? SelectUSA, in association with the Department for International Trade, is holding a seminar bringing together experts, including
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May 2018 US Expansion Planning Events

23-25 May 2018
As part of our continuing efforts to support and advise UK and European entrepreneurs on their US expansions plans, we are again participating with the US Commercial Service and SelectUSA on a series of events during May in the UK. With
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March/April 2018: Calling IFAs - What you need to know about US connected clients

Feb/Mar/Apr 2018
Opportunities for IFAs to service US connected persons in the UK 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
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US Expansion Workshops, Newcastle & Edinburgh

2 & 3 October 2017
What do ambitious tech companies do next? US Growth. Often, the first choice is to expand into the US. With its large consumer market, world-class talent network and large pool of capital, the US remains one of the most attractive markets
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26 June 2017: USTAXFS speaks at Global Mobility conferences in the UK, Europe and Asia

26 June 2017
The last 12 months have seen huge changes in the political landscape around the globe. From Brexit to the US election, from the development of the Common Reporting Standard to the UK general election, and the need for a period of
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20 June 2017: Bradley Albin on US Expansion Roundtable at BVCA High Growth Conference

20 June 2017
Meet the innovators, business leaders and investors transforming the way we work and live. Understand what venture capital, growth and private equity funds are looking for. Learn the secrets of success from the stars of today and discover the ones
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22 March 2016: US Tax & Financial Services joins Fried Frank Tech and Select USA at ICE

22 March 2016
Corporate Tax Manager, Sitara Zafar, joined the International Conclave of Entrepreneurs at Runway East to mentor member businesses on US expansion. Sitara was joined by Dan Glazer from Fried Frank Tech and Gus Franklyn-Bute from SelectUSA, as well as Paul Samartin from Ganguin Samartin and Sam Barnett from Struq to offer guidance to
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27 January 2016: US/Swiss Tax Update and Estate Planning Seminar

26 January 2016
Start the new year off on the right foot in January with important information about US and Swiss taxes. US Tax & Financial Services will be hosting a seminar in January in Zurich focused around US/Swiss tax updates and estate planning.
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Sept/Oct 2014: Tech USA, Taxes and the Cloud - Upcoming Events

Sept/Oct 2014
Our International Corporate Tax Director at US Tax & Financial Services, Bradley Albin, will be speaking at several tech conferences over the next few weeks, which focus on technology companies who are looking to US markets for either customers, investments
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Hart and Dean speaking at GSCGI Conference in Switzerland

5 December 2013
Darlene Hart and Gregory J Dean will be participating in a GSCGI/SAIFA Conference in Zürich, Thursday, December 5th.  This conference is organized in cooperation with US Tax & Financial Services and iShares/BlackRock, both of whom are members of GSCGI/SAIFA. The panel
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12/13 June 2013: Darlene Hart speaks at FATCA Withholding Tax Congress

12-13 June 2013
With the release of the final regulations and many countries now signing IGA agreements with the US, it is now absolutely paramount to make sure your organisation is FATCA compliant. The deadline for registration and implementation is fast approaching and
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Did you Know?

  • Fact Seven

    Thanks to FATCA banks must disclose their American account holders to the IRS or local tax authority.
  • Fact Six

    The IRS is actively looking for non compliant US persons.
  • Fact Five

    It takes an average of 16 hours to do IRS Form 1040.
  • Fact Four

    There are over 500 IRS tax forms.
  • Fact Three

    Since 1916, illegal income has been taxable.
  • Fact Two

    US persons must file tax
    returns no matter where they live and work.
  • Text One

    7 million Americans abroad
    only 500,000 compliant

Here to Help

Here to Help

Contact one of our specialists

London
US Tax & Financial Services Ltd
3 Harbour Exchange Square
London E14 9GE
United Kingdom

T: +44 20 7357 8220

F: +44 20 7357 8225

Email Us

Zurich
US Tax & Financial Services Sarl
Brandschenkestrasse 20
CH-8001 Zurich
Switzerland

T: +41 44 387 8070

F: +41 44 387 8079

Email Us

Geneva
US Tax & Financial Services Sarl
Blvd. Helvetique 36
CH 1207
Geneva
Switzerland

T: +41 22 700 2500

F: +41 22 700 2526

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Middle East, Asia and the Americas
US Tax & Financial Services GmbH
Löwenstrasse 28
PO Box 1367
CH-8021 Zurich
Switzerland

T: +41 44 387 8070

F: +41 44 387 8079

Email Us

Nordics
US Tax & Financial Services Ltd / MAJATTORNEY
Norra Skeppsbron 5B
SE 803 10, GAVLE
Sweden

T: +46 26 18 82 22

M: +46 70 61 88 016

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Glossary

Glossary

 View our glossary

Tax terms can be complicated, contradictory and confusing. Use our glossary to help you understand requirements from the IRS and HMRC.

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Celebrating 30 Years

Celebrating 30 Years

 Celebrating 30 Years

We're proud to celebrate over 30 years working with international expat communities around the world. Through all the changes we've seen as our world evolves, our core value to serve our clients wherever they are, remains the same. Meet the team.

Find Out More About US