Fee-only advisors for US expats and US citizens abroad.
US citizens are taxed on worldwide income regardless of residency — creating unique complexity around FATCA reporting, PFIC rules, foreign-earned income exclusion, treaty tiebreakers, and foreign tax credits. Most US advisors can't touch non-US clients. Most foreign advisors can't handle US tax obligations. The intersection is a specialty, with fee
Situations we handle
- I'm moving to the UK for work — what do I keep in the US?
- PFIC rules — can I hold foreign mutual funds?
- Foreign-earned-income exclusion vs foreign tax credit — which is better?
- My spouse is a non-US person — filing status and estate planning?
- Retirement accounts — 401k + ISA / UK pension / SIPP — what works?
- Am I going to be double-taxed, or is the treaty going to save me?
Why a specialist. Non-specialist US advisors often decline non-resident clients or miss PFIC traps. Non-US advisors can sell you products that generate ruinous US tax filings. A US-licensed fee-only advisor who works exclusively with expats is a rare specialty and is often the only combination that can legally and competently serve you.
Tools & guides
FEIE vs Foreign Tax Credit Calculator
Compare the Foreign Earned Income Exclusion vs Foreign Tax Credit — the core US-expat tax decision.
US Expat Financial Planning Guide
Detailed framework — rules, tradeoffs, and common mistakes.
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