A clean first-year transition from New York to Edinburgh

The challenge

A returning UK national needed to manage a split tax year, residual US filing obligations, and UK residency from the same point of contact.

Our approach

• Applied the UK Statutory Residence Test and split-year treatment
• Coordinated the final US return with treaty tie-breaker positions
• Handled FBAR for the transition year
• Set up UK Self Assessment going forward

The outcome

A seamless first year with no double taxation and every deadline met on both sides of the Atlantic.

Anonymised and shared with client permission. Outcomes depend on individual circumstances and are not a guarantee of future results.