Before leaving the UK
Make a short list of the questions you want to answer before departure. Check how to get copies of records from the employers and providers you’re leaving behind.
Make a research planLife between the UK and US
A new city. A different working day. A few questions from the life you’re leaving behind. Find a starting point for the move, the arrival and everything you keep in between.
Begin researchingPublic educational research. Filing is not currently available.

One question at a time
Make a short list of the questions you want to answer before departure. Check how to get copies of records from the employers and providers you’re leaving behind.
Make a research planA new job, a new home, paperwork from both places: choose one question to start with. Keep a note of the period and the place it relates to, rather than trying to solve everything at once.
Make a research planAn account, a home or a retirement plan can each prompt a different question. Name the arrangement in your own notes, then identify the record or explanation you need next.
Make a research planA useful next step
Use your own notes. You don’t need to send Treaty your answers or documents.

Read our public US–UK guides to explore common tax questions. Choosing countries or reading a guide does not establish your residence or tax position.
Read our public guides. Account signup and private product access are not open yet.
US 2025 / UK 2025–26 synthetic example only. This historical example is not a current-year moving guide.
Moving from the UK to the US: the filing areas to checkEvergreen framework for identifying questions. It does not determine the residence, filing requirements, reporting obligations or tax of any person. The synthetic example states no year-specific figures; deadlines, thresholds and form versions change by tax year and are not covered here.. This historical example is not a current-year moving guide.
Moving from the UK to the US: a tax planning mapAnother direction?