Private Client & Individual
By law, US persons must file annual tax and informational returns – wherever they live. Our Private Client Group specialises in cross-border financial planning, US/UK tax, expatriation, and compliance. With deep expertise and up-to-date knowledge, our London and Swiss teams guide US-connected individuals through complex international tax obligations with clarity and confidence.
Trusts, Estates & Family Offices
From trust structures with US connections to estate and gift tax planning, we work with families, trustees, and advisors to deliver specialist US tax guidance. We help navigate complex reporting, foreign pensions, and regulatory obligation – offering experience and direction in both lifetime planning and estate administration.
Funds & Partnerships
We specialise in US tax compliance for investment funds and partnerships across Private Equity, Venture Capital, and Real Estate. Our services include fund structuring, investor onboarding, K-1, K-2, K-3 and PFIC reporting, and acting as Partnership Representative – offering expert support throughout the fund lifecycle and direct contact with the IRS.
Corporations, US Expansion & FATCA
We advise corporations on US tax matters with an experienced, cost-effective alternative to the Big Four. Our team assists with US market entry, entity setup, and ongoing filing requirements. We also help organisations and individuals remain compliant with FATCA and CRS, avoiding penalties through accurate, up-to-date tax reporting.