Tax return preparation

We offer personal resident and non-resident tax return preparation services for Luxembourg, the UK and the US.

For individuals with multi-country requirements, using the same team for your tax compliance obligations in each country ensures a consistent approach to reporting, optimises taxes and increases efficiencies by reducing the time that you have to spend gathering data.


Luxembourg

In Luxembourg, we can assess and advise on the various filing options available to you (particularly in the year of transfer to/from Luxembourg) to determine the best filing option. For cross-border workers we can analyse your situation to determine the most beneficial position. For non-residents, we also offer a proxy service where all correspondence can be sent to us at a Luxembourg address and we then liaise with you regarding any actions required.

Learn more about Luxembourg personal taxes with our Luxembourg Personal Tax Guide.


US

If you are a US citizen or greencard holder, you most likely have a US federal income tax filing obligation regardless of where you are living.

We can prepare Federal and State returns as well as file extensions (with or without calculations), calculate quarterly estimated payments, prepare forms reporting foreign bank accounts and financial assets and advise on foreign earned income exclusion and foreign tax credit claims.

Using in-house accounting expertise we are able to prepare the full suite of foreign corporation information returns including Form 5471 (Information Return of U.S. Persons With Respect to Certain Foreign Corporations) and Form 8858 (Information Return of U.S. Persons With Respect To Foreign Disregarded Entities).


UK

In the UK, in addition to tax return filings, we can assist with arrival and departure formalities including completion of relevant documentation, residence advice including the Statutory Residence Test, domicile advice, remittances planning and the remittance based charge.


Correspondence from tax authorities

In all three locations we offer a review of routine correspondence, including tax assessments, and non-standard correspondence issued by the tax authorities and will advise of any tax payments, responses or actions required.


Other

As expatriate tax/cross-border specialists, we offer an in depth service combining tax compliance and consulting services in Luxembourg, UK and US taxation. With our unique combination of skills we are able to advise how compensation, income, investments and deductions will be treated in each location to avoid double taxation and how the timing of payments and reporting will impact you from a cashflow perspective. We offer a variety of consulting services either via meetings or in written form to discuss specific aspects of your tax situation including:-

  • general tax overview highlighting changes as a result of relocation
  • share transactions
  • tax treaty relief
  • foreign tax relief claims
  • double taxation advice
  • timing of payments/receipts of taxes etc.

We offer a tailored service to fit your needs so please do not hesitate to contact us to discuss your requirements in further detail and to request a personal fee quote.