US & UK tax compliance and tax advisory · London
Clarity across two tax systems.
US and UK tax return preparation and advisory services for individuals, families and owner-managed businesses whose affairs cross borders. Clear, precise, tailored solutions with a strong commercial focus and a personal touch.
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About Opal Tax
A boutique practice, built for positions that do not fit one jurisdiction.
We provide specialist UK, US and international tax return preparation to high-net-worth and ultra-high-net-worth individuals, internationally mobile financial services professionals, senior business leaders, entrepreneurs, wealthy families, owner-managed businesses, and clients in the media and sports sectors.
Our expertise spans complex personal and business tax matters, including cross-border structuring, residence and domicile, property, investments, business interests, succession planning, and ongoing tax compliance.
We take a tailored, commercially focused approach to every engagement. By understanding each client’s circumstances, priorities and long-term objectives, we provide clear, practical and robust advice designed to navigate complexity, manage risk and support informed decision-making.
Personal service, technical expertise and a clear understanding of the wider commercial picture are at the heart of how we work. Every engagement is led by a partner, scoped in writing and priced before it starts. The measure of the work is simple — that you understand your position and what to do next.
Who we act for
Four positions make up most of our work
If yours sits between them, that is usually a reason to speak to us rather than not.
01
Private Individuals and Families
Residence and domicile, investment and property portfolios, wealth structuring and the succession questions that follow.
02
Americans in the UK
Dual filing handled once, properly: US returns, FBAR and FATCA reporting alongside UK self-assessment, with foreign tax credits and treaty relief claimed correctly.
03
Owner-Managed Businesses
Corporate and personal tax considered together, because for an owner they are one question. Statutory reporting, VAT and payroll, remuneration planning and eventual exit.
04
Internationally Mobile Professionals
Arrivals, departures and split years, equity and carried interest across jurisdictions, and the reporting obligations that follow a move for years afterwards.
Services
What we do
We provide UK and US tax compliance and advisory, from self-assessment and HMRC enquiries to US Federal and State filings, FBAR, FATCA, IRS matters and Streamline Filings to catch up missed years. Our team also handles cross-border planning and treaty analysis, accounting and statutory reporting, VAT and payroll, and private client advisory for high-net-worth families — wealth structuring, estate planning and complex international positions.
01
UK Tax Compliance and Advisory
Self-assessment, capital gains and property reporting, and representation through HMRC enquiries and disclosures from first letter to settlement.
- Self-assessment returns
- HMRC enquiries and disclosures
- Residence and domicile
02
US Tax for those Abroad
US tax preparation services. Federal and state returns, FBAR and FATCA reporting, streamlined filing procedures and IRS correspondence for citizens and green-card holders outside the US.
- Form 1040 and state filings
- FBAR · FATCA · Form 8938
- IRS notices and amnesties
03
Streamlined Filing Procedure
Many Americans are not aware that they continue to have a US tax return filing requirement even if they do not live in the US, and as such it may be that they have not filed US tax returns for many years. The IRS provides a system for such people to ‘catch up’ with their tax filings with reduced filing obligations. If this applies to you feel free to contact us to discuss further.
04
Cross-Border Planning
Treaty analysis, double-tax relief and the sequencing of arrivals, departures and disposals so that two systems arrive at one coherent answer.
- Treaty positions
- Foreign tax credits
- Pre-arrival and pre-exit planning
05
Private Client Advisory
Wealth structuring, trusts and estate planning for families holding assets in more than one jurisdiction, with succession considered before it becomes urgent.
- Wealth structuring
- Trusts and estates
- Inheritance tax and succession
06
Accounting and Statutory Reporting
Year-end accounts, corporation tax and Companies House filings prepared to a standard that stands up when the business is examined by a lender or a buyer.
- Statutory accounts
- Corporation tax
- Management reporting
07
VAT and Payroll
Registration, returns and the recurring obligations of running a business — including partial exemption, cross-border supply questions and employment taxes.
- VAT registration and returns
- PAYE and payroll
- Employment taxes
Not sure which of these applies?
Most positions touch more than one. Tell us the facts and we will tell you which parts are actually in play.
Why choose us
Why Clients Choose Opal Tax
Personal service, technical expertise and a clear understanding of the wider commercial picture are at the heart of how we work.
Expertise
Deep, specialist expertise in UK, US and international tax, developed through years of advising clients with complex cross-border personal and business interests.
Personal and Tailored Approach
Direct access to a senior tax adviser who understands your circumstances and knows your affairs. No call centres, no unnecessary handovers — just consistent, informed and highly personal advice from people who know your case.
International Perspective
Advice for internationally mobile clients. Understanding the complexities of a global life — from residence and domicile to tax treaties and everything that comes with leading an international mobile lifestyle.
FAQ
Questions we are asked first
Do you handle both UK and US filings?
Yes — in one team, in one conversation. You are not passed between a UK accountant and a US preparer who never speak.
What does an engagement cost?
Fixed fees for compliance work, quoted after the first conversation. Advisory work is scoped and capped in writing before it starts.
I am behind on filings. Is that a problem?
It is common, and usually more fixable than people fear. Disclosure routes exist on both sides; the sooner they are used, the better the outcome.
Will I deal with a partner?
Throughout. A partner scopes the work, signs the advice and answers the phone — with a small team behind them on preparation.
Do you work with our lawyers and investment managers?
Routinely. Structuring decisions rarely survive being taken in isolation, and we would rather be in the room than correcting afterwards.
Get in touch
How Can We Help?
Tell us the position. We will tell you where you stand. We are here to assist and guide you with your tax and accounting requirements. A few lines is enough to start. Confidential, at no charge, with a reply within one working day.
Office
124 City Road
London EC1V 2NX
United Kingdom
Direct
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