nun

This is for Yorkieabroad who asked me to pass on any info I had on companies specializing in finances for returning expats. Below is a list of sites that I've researched over the last day or so that look promising, HSBC international has a very good website and I like that they are connected with a bank, they even mention the tax implications of foreign pension plans, also Lloyds TSB has a brief brochure on "moving back". I assume most banks with off shore branches will have similar services. The others tend to be accountants and I'm worried about the fees.

http://www.offshore.hsbc.com/hsbc
http://www.lloydstsb-offshore.com/M...k_to_the_UK.asp
http://www.asherfox.com
http://www.littlejohnfraser.com
http://www.coppergateassociates.com
http://www.wtfry.com

Finally, this may be a bit off subject for this forum, but, "Howay the Boro". This season the Premiership, next the Champions League. To support Boro you have to be a masochist with a strong fantasy life.

nun

Just had an email from Asher Fox. They seem very knowlegable and have reps in US and UK. They estimate cost for preparation of both US and UK tax returns to be 750 GBP. Is this reasonable? Anyone with experience?

donglemouse

I'm not sure on the going rates nun but as an accountant (in a different field though) it sounds high to me.

You might have mroe luck if you get a few quotes and also consider if it's cheaper having a US person do the US tax return and a UK person do UK taxes.

Lizzi

750 GBP sounds very expensive to me. When we left the UK we hired an accountant from a large local firm who was experienced in looking after expatriate clients. It may be better to try and find a firm in the area you are going back to live in, where one of the partners specialises in expatriate accounts & taxation.

Yorkieabroad

Thanks for this - will check out some of those links. As the other posters said, 750 sounds high to me too, BUT there seem to be quite a few people struggling to find someone qualifed to handle both sides of the atlantic, so if these guys can genuinely give a good service maybe they have realised they are in a rather unique situation?

Agree ref the HSBC website, but hope you have better experience with them than I did (see my other post).

Cheers