Moving and filing
Moving from the UK to the US: the filing areas to check
A bounded overview of the separate US, UK, state, treaty, and information-reporting questions a cross-border move can raise.
Guide example · US 2025 / UK 2025–26
Treaty guides
United States and United KingdomA life across borders. A clearer path to filing.
Moving, working, raising a family or retiring abroad? Find the questions to ask, the records to gather and the next step towards your returns.
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Get ready to file across borders.
Treaty filing is not available yet. You can prepare here, then use official guidance to explore how to file or work with a qualified cross-border adviser.
Find the parts of your life that cross borders
Work, a move, family, pensions or property: use the library below to find relevant questions. You do not need to choose a single country of tax residence.
Explore the full library →Bring your records together
Each situation page includes records to gather and a practical next step. Keep a private list of the questions you still need answered, ready for your adviser.
Keep your documents with you. This public site does not accept tax details or uploads.
Check your filing options
These links take you to the authorities’ own guidance. Check the route, forms and deadlines for your circumstances before you submit.
The full library
Find the question on your mind.
Browse every published guide, country overview and set of preparation questions. Start anywhere. Your life can fit more than one topic.
Showing 38 of 38 resources
Moving and filing
First-year US–UK tax document checklist
A practical document and evidence inventory for the first filing cycle after moving, organised by the question each item can help answer.
Guide example · General record-organisation checklist. It does not determine tax residence, filing requirements, form eligibility, retention deadlines or any person’s tax treatment. References to named forms are examples, not a complete list; use versions for the relevant tax year.
Moving and filing
Moving from the UK to the US: a tax planning map
A layered map of the UK, US federal, state, treaty, and foreign-account questions to organise when moving from the UK to the United States.
Guide example · Evergreen 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.
Moving and filing
Moving from the US to the UK: a tax planning map
A practical map for coordinating continuing US questions with UK residence, split-year, payroll, asset, and relief questions after a move to Britain.
Guide example · Evergreen 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.
Moving and filing
Does filing in both the US and UK mean paying tax twice?
A calm explanation of why two filing obligations and economic double taxation are different questions, and how relief analysis fits after domestic calculations.
Guide example · Evergreen relief framework; calculations and claims require annual review
Moving and filing
UK split-year treatment: what it means and when to investigate it
A bounded introduction to the statutory cases that can divide a UK-resident tax year into UK and overseas parts after an arrival or departure.
Guide example · UK statutory framework (Finance Act 2013, Schedule 45). The article states no year-specific figures and does not determine the residence or split-year position of any person; every case, condition and split date depends on the facts of the year in question.
Country connections
Life between the UK and US
Explore the work, family, money and retirement questions that connect these countries.
Country overview
Country connections
Life between the US and France
Explore the work, family, money and retirement questions that connect these countries.
Country overview
Country connections
Life between the UK and France
Explore the work, family, money and retirement questions that connect these countries.
Country overview
Moving and filing
Moving from the UK to the US
Organise your move and find the next questions to explore.
Moving overview
Moving and filing
Moving from the US to the UK
Bring your US and UK connections into the same preparation plan.
Moving overview
Work
Moving to the US for work: tax questions to prepare for
Explore tax residence, employment income and payroll questions before starting a US job with UK ties.
Preparation questions
Retirement
Retiring in France as a US citizen: your tax questions
Prepare questions about US and French tax, retirement income, pension withdrawals and filing while living abroad.
Preparation questions
Life in two places
Splitting your year between the UK and US: tax residence
Organise your questions about tax residency, workdays and financial ties when your year spans the UK and US.
Preparation questions
Life in two places
US citizen living in the UK: cross-border tax questions
Review the tax questions raised by UK income, new accounts and continuing US citizenship connections.
Preparation questions
Work
A US assignment and a UK home: tax planning questions
Prepare for a tax review of your assignment, payroll, allowances and the home you keep in the UK.
Preparation questions
Work
Starting a London job: UK and US tax questions
Bring together questions about UK payroll, employment benefits and the US financial arrangements you retain.
Preparation questions
Work
UK remote work for a US employer: tax and payroll questions
Separate personal tax residence, employment income and employer payroll questions when your desk is in the UK.
Preparation questions
Work
UK and US consulting: cross-border tax questions
Prepare a tax-research agenda covering self-employment income, client payments, withholding paperwork and where you work.
Preparation questions
Work
A business across the UK and US: personal and company tax
Separate personal income-tax questions from company tax questions before reviewing a founder’s cross-border arrangements.
Preparation questions
Money and property
UK–US employee share awards: tax questions before a move
Organise the grant, vesting and transaction records needed to ask focused questions about share-award taxation.
Preparation questions
Work
Returning to the UK from US work: tax questions
Prepare questions about tax residence, final employment income and US accounts or pensions retained after returning.
Preparation questions
Family and study
Partners in the UK and US: household tax questions
Frame separate tax-residence and income questions for each partner, alongside questions about jointly held assets.
Preparation questions
Family and study
A staged UK–US family move: tax-residence questions
Build individual timelines for a tax review when work, housing and family moves happen on different dates.
Preparation questions
Family and study
A longer family visit abroad: tax questions to revisit
Organise tax-residence and remote-work questions when a caring visit changes your UK–US travel plans.
Preparation questions
Family and study
Studying in the UK: tax questions with US connections
Prepare questions about student funding, employment income and your wider US and UK tax position.
Preparation questions
Work
A UK–US academic sabbatical: tax and funding questions
Separate salary, grants and reimbursed expenses for a tax discussion about your visiting appointment.
Preparation questions
Money and property
UK rental property while living in the US: tax questions
Gather property-income records and questions for a UK–US tax review before changing your letting or ownership arrangements.
Preparation questions
Money and property
US property while living in the UK: cross-border tax
Prepare property-tax questions covering ownership, rental income, personal use and a possible future sale.
Preparation questions
Money and property
A UK pension and a US life: cross-border tax questions
Identify your pension arrangement and prepare tax questions before contributions, transfers or retirement withdrawals.
Preparation questions
Money and property
US retirement accounts in the UK: tax questions
Prepare questions about retirement-account taxation before a rollover, conversion or distribution while living in the UK.
Preparation questions
Money and property
UK–US investments: tax and reporting questions
Organise holdings, investment income and transaction records before asking about cross-border tax and reporting.
Preparation questions
Retirement
Retiring in the UK as a US citizen: tax questions
Plan a US–UK tax discussion around pension income, retirement payments, citizenship and your intended living arrangements.
Preparation questions
Retirement
Retiring in France with UK ties: pension and tax questions
Prepare UK–France tax questions about residence, pension income and the property or savings you keep.
Preparation questions
Life in two places
Living between the UK and France: tax-residence questions
Prepare a tax-residency review of seasonal living, working visits and changes to your homes or family ties.
Preparation questions
Work
Working in France as a US citizen: tax and payroll questions
Separate French employment-income and payroll questions from US citizenship and wider personal-tax questions.
Preparation questions
Family and study
Family life in the US and France: cross-border tax questions
Prepare individual and shared tax questions about residence, income and family financial arrangements across both countries.
Preparation questions
Work
Frequent UK–US work travel: tax-residence and payroll questions
Gather working-location records for a coordinated discussion of personal tax, business travel and employer payroll.
Preparation questions
A closer look: moving from the UK to the US
United Kingdom to United States
Example for US 2025 / UK 2025–26
Moving from the UK to the US: the filing areas to check
A bounded overview of the separate US, UK, state, treaty, and information-reporting questions a cross-border move can raise.
Read the guide for its sources and applicable dates.
Reviewed 2026-10-08
First-year US–UK tax document checklist
A practical document and evidence inventory for the first filing cycle after moving, organised by the question each item can help answer.
Read the guide for its sources and applicable dates.
United Kingdom to United States
Reviewed 2026-10-08
Moving from the UK to the US: a tax planning map
A layered map of the UK, US federal, state, treaty, and foreign-account questions to organise when moving from the UK to the United States.
Read the guide for its sources and applicable dates.
United States to United Kingdom
Reviewed 2026-10-08
Moving from the US to the UK: a tax planning map
A practical map for coordinating continuing US questions with UK residence, split-year, payroll, asset, and relief questions after a move to Britain.
Read the guide for its sources and applicable dates.
Reviewed 2026-10-08
Does filing in both the US and UK mean paying tax twice?
A calm explanation of why two filing obligations and economic double taxation are different questions, and how relief analysis fits after domestic calculations.
Read the guide for its sources and applicable dates.
United States to United Kingdom
Reviewed 2026-10-08
UK split-year treatment: what it means and when to investigate it
A bounded introduction to the statutory cases that can divide a UK-resident tax year into UK and overseas parts after an arrival or departure.
Read the guide for its sources and applicable dates.