75 Whitchurch Road, Cardiff CF14 3JP
Mon to Fri, 9AM – 6PM
US income and assets can create complex tax issues. We help UK residents with US investments, property, pensions and more, and coordinate with your US tax adviser.
You own US property
You have US bank accounts or investments
You have US shares or investments
You have US pensions
You receive US income or distributions
You are a US citizen living in the UK
The UK and US tax regimes both have complex rules. The UK–US Double Taxation Convention and US tax rules can affect how your income and gains are taxed. We help coordinate with your US tax adviser to ensure you comply with both systems.
| Income Type | UK Tax Treatment (Summary) |
|---|---|
| US rental income | Taxable in the UK, credit for US tax paid |
| US interest income | Taxable in the UK, credit for US withholding tax |
| US dividends | Taxable in the UK, credit for US withholding tax |
| US distributions / capital gains | UK CGT may apply |
| US pension / retirement income | Treatment depends on pension type and treaty provisions |
| US citizen living in the UK | US tax obligations may still apply |
We'll help you understand your UK tax obligations.