Money and property · Life between places
UK–US investments: tax and reporting questions
You changed countries, but a collection of investments may still sit where it always did. Start with the actual holdings and account documents, not just the name on the platform. A useful inventory shows what you own, how it is held and what has happened since your move.
Begin researchingA preparation page, not a residence or filing determination. Filing is not currently available.
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Your cross-border tax questions.
Separate the account wrapper from the assets inside it. Keep cash, funds, shares and other holdings identifiable in your notes without trying to classify their tax treatment yourself.
- What should an adviser review about both the account and its underlying holdings?
- Which purchase, sale and distribution records are missing?
- What should I understand before simplifying or transferring the portfolio?
Make the next conversation easier
Records for your tax review.
Keep these in your own records. You do not need to send Treaty documents, amounts or personal details.
- Account terms and holding statements
- Acquisition, disposal and distribution records
- Any prior professional advice about the holdings
Your next step in tax research.
Build a holdings list using the provider's descriptions. Ask for a review before selling merely to simplify paperwork; the decision deserves its own analysis.
Official tax guidance
Use the tax authorities’ guidance for the period and circumstances you are reviewing. These links are starting points, not an answer about your own position.
Want to organise your wider UK–US questions?
The preliminary diagnostic asks you to confirm your own context. Visiting this page does not fill in any answers.
Explore the UK–US diagnosticPreliminary only—not tax advice. No email, documents or exact amounts required.