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US/UK Private

We believe that our outstanding US/UK Private team offers a market-leading client service for individuals across a breadth of industry areas looking for integrated, cross-border personal tax compliance and advisory support.

Our team is one of the most long-standing and well-established US/UK tax practices within the marketplace. Together we make up almost 40 “dual handlers” and are proud to boast over 150 years of experience between us. As specialists in both UK and US tax we have an unrivalled understanding of the complex challenges faced by individuals with US and UK tax obligations and are passionate about helping our clients navigate the complexities across both jurisdictions in a tax efficient manner through practical, forward-looking advice.

We work closely with wider tax specialist and policy teams across the US and the UK giving you proactive insights of potential legislative change and best practice to manage the impact. Furthermore, our global US/UK Private practice provides our clients with access to a fantastic network of colleagues in more than 150 countries and territories worldwide.

Learn more about our industry expertise below or scroll further down to contact our US/UK Private partner group who would be delighted to listen to your needs and suggest a bespoke service offering.

Our excellent private client specialists are passionate about delivering market-leading, strategic tax advice and compliance to both UK and US high net worth individuals. Many of our clients are living and investing in the UK but we also support clients residing in or considering a move to the US.

Our client base ranges from individuals needing US and UK tax return preparation services through to individuals and businesses seeking comprehensive, end-to-end support.

We pride ourselves on delivering a white glove, tailored support to private clients in the broadest sense whether they are entrepreneurs, families, family offices, business owners, private equity and fund individuals or law firm partners. We do this by combining the breadth of our firm’s services (including our designated US business tax/corporate tax team) to design consolidated, integrated compliance and advice in response to the challenges often presented by a transatlantic tax scenario.

All our clients have a dedicated engagement team and point of contact to discuss your tax compliance and advisory matters. Building a strong relationship with our clients is critical to how we work and allows us to bring unrivalled expertise and insight that are relevant to your personal tax needs.

Learn more about the compliance and advisory services we offer to Private Client individuals.

International partnerships are dealing with an ever-increasing amount of complexity as they expand and consolidate at a global level. This greater complexity exposes the firm, its partners and its employees to a risk of paying too much or too little tax, or failing to meet a filing or reporting obligation somewhere in the world.

Our US/UK Private team work very closely with our market-leading Professional Services team, thereby ensuring that our clients have access to the firm’s deep sector knowledge and expertise in the areas of partnership tax, audit, VAT, real estate, corporate finance and consulting.

Learn more about the services we offer to international partnership clients.

Individuals working in the asset management and investment fund industry often require a specialist focus due to the complexity of the tax rules in this area.

Our US/UK Private practice includes a pre-eminent specialist team for our clients in the private equity and funds industry. Working alongside other market-leading Deloitte funds teams in this space we specialise in US and UK tax compliance for US citizen executives working in the UK and UK executives based in the US or members of a US private equity house. As well as tax compliance services we advise on the structuring and award of carried interests to US executives, fund structuring and US/UK estate tax planning involving fund interests.

Learn more about the services we offer to fund clients.

We also have a dedicated and market eminent team specialising in the specific personal tax considerations that Corporate Executives face.

We believe that offering tax services tailored to the enhanced needs of senior or c-suite executives is a key differentiator between Deloitte and our competitors and are immensely proud of long-established and highly successful team that leads this area of practice dedicated to serving the senior executive market.

Learn more about the compliance and advisory services we offer to Corporate Executive clients.

Trust taxation and reporting is highly complex in both the US and UK because of a myriad of anti-avoidance legislation. Getting it wrong can be extremely costly with high penalties for non-reporting and punitive tax regimes with effective taxation that can exceed a 100%. The trust specialists in our team are experienced and knowledgeable in both US and UK trust taxation and can help navigate this convoluted landscape.

Our services include:

  • US and UK analysis of existing foreign trusts and determination of US/UK tax implications
  • US foreign grantor trust reporting
  • US tax advice and compliance in respect of foreign non-grantor trusts
  • UK tax advice regarding setting up of excluded property trusts

We provide a highly tailored and comprehensive US/UK tax advisory and compliance service to those in the field of sports and entertainment. We assist a range of different types of clients in this area, including:

  • Business owners and their businesses – professional sports clubs, music companies and film/television/theatre companies
  • Board members, executives and other employees within the world of sports and entertainment
  • Talent – sports players, athletes, celebrities, actors and presenters, artists, composers, writers and producers
  • Talent scouts, angels and financiers
  • Talent managers and agencies

There are significant opportunities and pitfalls for those who operate in the area of sports and entertainment and as a consequence it is vital that the appropriate advice is provided at the earliest opportunity.

For assistance with sports and entertainment related queries, please do not hesitate to get in touch with a team member listed below.