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Moving back from USA to UK - Need good tax advisor

Moving back from USA to UK - Need good tax advisor

Old Nov 17th 2014, 7:50 pm
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Default Moving back from USA to UK - Need good tax advisor

HI, I hope somebody can personally recommend a good tax advisor. I am planning to move back to the UK from US (Denver). This will include selling a property in the US and other financial issues. I want to get some professional advice on what to do to make sure I avoid tax pitfalls.



Thanks in advance for any help
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Old Nov 17th 2014, 9:52 pm
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Default Re: Moving back from USA to UK - Need good tax advisor

Well the main thing is if you're an LPR you remain resident in the US for tax purposes. If you're a citizen you should read IRS publication 54 which explains how to do a US tax return when you're non-resident. If you're in a non-immigrant category, you have to file a dual-status return for the year you leave, as explained in IRS publication 519.
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Old Nov 18th 2014, 5:13 am
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Default Re: Moving back from USA to UK - Need good tax advisor

Pete Newton US - UK Tax Preparation and Advice | BritishExpatsTax.Com

I've used Pete for a few years now. He's licensed in The US and the UK.
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Old Nov 18th 2014, 5:26 pm
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Default Re: Moving back from USA to UK - Need good tax advisor

Know about Pete Newton but are there any others out there, in particular the Austin area. Our finances are not that complicated at the moment but I can see a time when they might do, ie retirment. OH has at least 3 UK pensions in the wings. It would be good to gain trust in the years leading up to that time. Our current CPA seems good but international stuff is not very day for him.
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Old Nov 18th 2014, 6:33 pm
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Default Re: Moving back from USA to UK - Need good tax advisor

Originally Posted by penguinbar View Post
Pete Newton US - UK Tax Preparation and Advice | BritishExpatsTax.Com

I've used Pete for a few years now. He's licensed in The US and the UK.
+1 for Pete. Invaluable when making the move here and continues to be our trusted advisor. Never met face-to-face but that hasn't been a problem as he's great with emails and phonecalls.
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Old Nov 18th 2014, 6:54 pm
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Default Re: Moving back from USA to UK - Need good tax advisor

Pete comes into the city to meet with me every year. He's super nice and very good at what he does.
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Old Nov 19th 2014, 4:05 pm
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Default Re: Moving back from USA to UK - Need good tax advisor

Thanks for the feedback, I will contact Pete.
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