Custody and tax reporting

The US imposes complex custody and tax rules on its citizens, whether they live in America or abroad.

We understand the complex regulatory requirements of US tax reporting and work closely with your tax advisers to ensure a seamless process. We offer bespoke, tax-friendly portfolios for US dollar, euro and sterling-based clients.

We can support by:

  • A deep knowledge of tax and other regulatory requirements in the US and for UK non-domiciled residents
  • Expertise in supporting complex family structure
  • Custody of assets in Jersey, in the Channel Islands
  • US and UK-compliant tax reports
  • Introductions to a trusted network of lawyers and accountants operating in London and beyond, experienced in dealing with the affairs of US persons

Download the brochure

Find out more about how we can support those with US connections, helping them to navigate regulatory and tax regimes across borders.

Our minimum sum for investment management

Our services start at £1 million or currency equivalent for discretionary services or £10 million or currency equivalent for advisory services.

The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.