Become the Trusted Cross-Border Advisor for British Clients in the US (US–UK Tax Made Practical)
Reduce double taxation, stop PFIC surprises, and align UK pensions and US filings—without losing client control. US CPAs, EAs, and fiduciary advisors want to keep British-origin clients—but UK pensions, ISAs, and rental income create timing and reporting traps that risk penalties and erode trust. UK/US timing mismatches, PFIC filings, and new residence-based IHT rules are easy to misapply. You worry about “missing something UK-specific” that costs clients money. British clients deserve advice that respects both tax systems—without duplication. Optimise Accountants works behind the scenes with US advisors. Led by Simon Misiewicz FCCA ATT EA MBA, we align HMRC and IRS positions so you lead with confidence. Plan / Roadmap Discovery call (your client stays yours). Dual-jurisdiction map: income, timing, and treaty positions. Documentation pack: elections, forms, reconciliations. Quarterly check-ins; annual filing support. Rules & What Changed (2025) Remittance basis...