Our Stepping Stones series usually focuses on the challenges faced by Americans moving to, or living in, the UK. However, in this chapter we instead focus on the British friends, family members, employees and acquaintances of Americans, who might be dealing with a move to the US. Here's what you need to know about tax, visas and wealth management, if you're a Brit moving to the US.

Step one: Pre-immigration planning - visas, residency and current investments.

Step two: Planning while in the US - US taxes, foreign mortgages and investing in the US.

Step three: Staying in the US long term - green cards, pensions and visiting the UK.

Speakers:

Scott Barber is a Partner at Buzzacott, a top 20 UK accountancy firm based in London, which specialises in US and UK tax, financial planning, business services and audit. Scott has over 25 years’ experience both in the US, his country of birth, and the UK where he has settled, dealing with expatriate tax issues. Scott helps to iron out the complex cross-border tax regulations and is also able to help senior executives working in financial services and owner-managed businesses with temporary or longer-term relocations.

Gurveet Singh is an Associate Director in Buzzacott's Expatriate Tax Services team. He is a dual US and UK tax handler for high net worth American citizens in the UK and British citizens in the US. Gurveet has a large and varied portfolio of clients, which includes self-employed individuals, hedge fund managers, settlors and beneficiaries of offshore trusts, video game producers and sound mixers.

Christi Jackson is a Partner and Head of the US Practice at Laura Devine Immigration in London. She has 18 years of experience representing clients in all areas of business and family-based immigration and has practised in both the UK and US. Christi is acclaimed for the ’thorough and informative’ counsel she delivers to clients on sophisticated US immigration issues. She is recognised in leading legal directories for her outstanding client service, earning praise for being a ‘dynamic practitioner, unsurpassed in identifying the best solution to a tricky problem’.

Matt Conan is a Chartered Financial Planner at Westminster Wealth Management. He has over 25 years’ worth of experience advising a broad range of clients, from the seasoned investor to those who know only that they should review their situation. While he pays particular attention to his clients’ retirement plans, he believes in a comprehensive approach to financial planning. This involves ensuring his clients have a good grasp of their short- and medium-term goals as well as their long-term ones.

Plan your next step

Our Stepping Stones series brings together leading advisers from various areas of expertise, to provide you with the need-to-knows for each step of your unique journey.

www.buzzacott.co.uk/stepping-stones

When thinking about marriage or divorce, tax probably won't be one of the first things that spring to mind. But as a US citizen living in the UK, different life stages like these can come with added complexity. Here's what you need to know about marriage and divorce, from the US/UK tax, financial planning and legal experts.

Step one: Pre-marriage planning – prenuptial agreements, US filing status and transfer taxes.

Step two: Marriage – financial planning options, remittance basis, asset ownership, wills and estate planning.

Step three: Divorce – legal process, transfer of assets, pensions sharing and returning to the US.

Speakers:

Carlo Gray is a Partner at Buzzacott, a top 25 UK accountancy firm based in London, which specialises in US and UK tax, financial planning, business services and audit. He has a wealth of experience managing both the US and UK tax affairs of high-net-worth individuals, small business owners, senior executives and partners in partnerships, with a particular niche in the financial services field.

Sarah Whitelaw is a Partner at Buzzacott and works on all things concerning US and UK tax returns, IRS streamlined submissions, expatriation and foreign tax credit planning. She has significant experience working with family lawyers to advise on the tax consequences of divorce where one or both spouses are US persons.

Rachel O’Donoghue is a Partner and the Head of Financial Planning at Buzacott. She provides independent, whole of market advice to private clients in areas such as investments, pensions, estate planning and lifetime cashflows. Although she has a broad range of clients, Rachel has particular experience in the provision of advice to individuals who are non-domiciled, UK resident US persons.

Will MacFarlane is a Partner in the Family and Divorce team at Kingsley Napley, which for over 80 years has been recognised for providing the highest quality legal advice and services. Will advises clients on the full range of family law issues arising on the breakdown of relationships. He has a particular interest in resolving complex financial claims often with an international element. He also advises on arrangements for children following the breakdown of a relationship. On the non-contentious side, Will is frequently instructed by families to advise on wealth protection issues and nuptial and cohabitation agreements.

Plan your next step

If you’re a US citizen living in the UK or you’re planning to move here, there are a number of important life stages you will need to plan for. With a good plan and the right advice, you’ll be ready for any challenge or opportunity life might throw at you while you’re in the UK. Our Stepping Stones series brings together leading advisers from various areas of expertise, to provide you with the need-to-knows for each step of your unique journey in the UK.

www.buzzacott.co.uk/stepping-stones

As a US citizen living in the UK, without any pre-arrival and up-to-date planning around your investments and pensions, you could be exposing yourself to a higher than necessary combined US/UK tax bill. Here's what you need to know about pensions and investments, from the US/UK experts.

Step one: Reviewing the current situation - the remittance basis of taxation, creating a financial plan and investment solutions.

Step two: Planning for retirement - long term objectives, cashflow planning, structuring an investment portfolio and returning to the US.

Step three: Withdrawing pensions - minimising tax exposure, when to withdraw, the US UK tax treaty and investments held in pensions.

Step four: Alternatives to traditional planning - sources of retirement income, tactical vs big picture considerations and inheritance tax planning.

Speakers:

Holly Payling is an Associate Director at Buzzacott, which is a top 25 UK accountancy firm based in London, specialising in US and UK tax, financial planning and audit. She provides both US and UK tax return compliance and offers bespoke tax advice to US and non UK domiciled individuals. Holly specialises in planning and advice solutions for US persons with non-US pensions, US pensions for non-US persons, pre-US/UK arrival and expatriation planning.

Chris Gabbett is a Partner at at LGT Wealth Management, which is part of LGT Group - the largest family-owned private banking and asset management group in the world. He manages discretionary mandates on behalf of Private Clients, Charities and Trustees.

Rachel O'Donoghue is a Partner at Buzzacott and Head of the Financial Planning team. She provides independent, whole of market advice to private clients in areas such as investments, pensions, estate planning and lifetime cashflows. Although she has a broad range of clients, Rachel has particular experience in the provision of advice to individuals who are non-domiciled, UK resident US persons.

Tom Buchan is a Senior Manager at Buzzacott. He works with private clients who have US tax exposure, ranging from high net worth individuals to "Accidental Americans". A typical challenge that Tom supports clients with is managing cross-border taxation, in particular, planning to avoid double taxation. Tom’s area of specialist knowledge relates to US personal tax advice for US taxpayers who reside in the UK.

Plan your next step

If you’re a US citizen living in the UK or you’re planning to move here, there are a number of important life stages you will need to plan for. With a good plan and the right advice, you’ll be ready for any challenge or opportunity life might throw at you while you’re in the UK. Our Stepping Stones series brings together leading advisers from various areas of expertise, to provide you with the need-to-knows for each step of your unique journey in the UK.

www.buzzacott.co.uk/stepping-stones