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US & UK Personal Tax And Estate Planning. | 英國/美國個人所得稅與遺產稅規畫與諮詢

Tax is a recurrent theme in life; constantly changing, constantly challenging those who want to enjoy their earnings and personal wealth, and pass it onto their heirs, both during and after their lifetimes.

We have a long track record of combining technical expertise and practical tax advice to serve the international tax planning needs of US expatriates. US taxpayers who live abroad need to make financial and personal decisions while considering both US and domestic tax legislation. Our team of qualified US tax advisors can guide you in making decisions that work in both the short and long-term, while avoiding pitfalls and unexpected consequences.

We have extensive experience of advising individuals, trustees and small business owners on a wide variety of issues, ranging from pension planning, gifts to family and estate taxes to suitable structures for new businesses. We can advise on the tax consequences of your compensation arrangements and personal investments, as well as international partnership and corporate issues. We have expertise in residence and domicile issues and give tax advice about moving to the US, acquiring a Green Card and expatriating.

As UK tax qualified advisors, we can advise you on UK residence and domicile issues, prepare UK tax returns to report your UK sourced income (for example rental income), and help you with pre-arrival or pre-departure planning. We also have significant experience in advising clients on the UK tax issues associated with UK property ownership.

Whether you are moving to or from the US or UK, are a long-term resident in Asia with US or UK tax issues who feels their affairs are not tax efficient, or even a trustee concerned about the US and UK tax issues facing a beneficiary, we have the expertise to help. Our aim is always to take a holistic approach that focuses on your personal circumstances; we seek to be concise and clear as well as proactive in identifying solutions to issues before they become a problem.

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稅務與納稅人的生活息息相關,對於個人資產值與遺產值有重大影響。英國與美國稅法的持续变革,給想合法避稅的納稅人帶來持續的挑戰。

我們擁有豐富的經驗,將技術專長和實用稅務諮詢互相結合,以滿足美國外籍人士的國際稅務規劃需求。居住在國外的美國納稅人,在需要考慮美國和國內稅收立法的同時,做出財務和個人決策。我們合資格的美國稅務顧問團隊可以指導您做出短期和長期的決策,同時避免墜入陷阱和意料之外的後果。

我們擁有豐富的經驗,能為個人、受託人和小企業擁有者於各種問題上提供諮詢,包括退休計劃、家人饋贈、遺產稅及適合新業務的架構不等。我們亦可以就您的薪酬安排、個人投資及國際合夥業務和公司問題上提供稅務結果的諮詢。我們在居住和住所問題方面擁有專業知識,並提供有關移居美國、獲得綠卡和外籍人士的稅務諮詢。

作為英國合資格的稅務顧問,我們可以就英國居住和住所問題向您提供意見,並能準備英國納稅申報表以報告您的英國收入來源(例如租金收入),並幫助您進行抵達前或出發前的計劃。我們為客戶提供有關英國房產所有權的英國稅務問題方面,同時擁有豐富的經驗。

無論您是移居還是搬離英、美兩國,當長期居於亞洲並同時面對美英兩地的稅務問題時(例如未能有效省稅、甚至擔心受益人會面臨美、英兩地的稅務問題),我們的專業知識能提供協助。我們的目標是專注於您個人的狀況而作出整體分析;我們力求簡潔清晰,並積極主動地在事情成為問題之前,辨識解決方案。

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