High-Net-Worth
Individuals
Bespoke US & UK Wealth Advisory
High-net-worth individuals with cross-border interests require sophisticated tax planning that goes beyond standard advisory. Our bespoke services address the unique complexities of managing significant wealth across the US and UK.
From wealth preservation to succession planning, we deliver integrated solutions that protect your assets while optimising your global tax position.
Wealth Protection
Strategic structures to preserve and grow wealth across generations while minimising exposure to US and UK taxes.
Cross-Border Planning
Coordinated tax strategies that optimise treaty benefits and minimise double taxation on global income and assets.
Portfolio Optimisation
Tax-efficient structuring for real estate, private equity, and alternative investments across both jurisdictions.
Estate Planning
Integrated inheritance tax and estate planning to protect wealth for future generations.
One Team Powering Your Wealth Tax Strategy
Our Expertise
SERVICESWealth Preservation
Strategic tax planning to protect and grow your wealth across generations and jurisdictions. We design bespoke structures that minimise tax while maintaining flexibility for your family's evolving needs.
International Tax Planning
Coordinated US-UK tax strategies to minimize double taxation on global investments. We optimize treaty benefits and structure cross-border holdings for maximum tax efficiency.
Investment Tax Strategy
Tax-efficient structuring for portfolios including real estate, private equity, and alternative investments. We ensure each asset class is optimised for both US and UK tax treatment.
Family Office Services
Comprehensive tax advisory services tailored for family offices and multi-generational wealth. From governance to compliance, we support sophisticated family structures.
Our Process
Confidential Consultation
Comprehensive Analysis
Strategy Implementation
Ongoing Advisory
As your wealth evolves, we provide continuous strategic support, proactive planning, and response to changing regulations.
Specialist US–UK
Wealth Advisors
High-net-worth individuals with US and UK interests face unique tax challenges that require specialist expertise. Standard advisors often lack the integrated knowledge to navigate both systems effectively.
We provide bespoke private client services that coordinate your US and UK tax positions, identify planning opportunities, and ensure your wealth is protected and optimised across both jurisdictions.
Our discrete, personalised approach means your wealth preservation, investment strategy, and succession planning work together seamlessly to serve your family's long-term interests.
Integrated Planning
Coordinated wealth advisory across both US and UK jurisdictions.
Wealth Protection
Strategic structures that protect assets for future generations.
Investment Optimisation
Tax-efficient portfolio structuring across asset classes.
Family Focus
Bespoke solutions tailored to your family's unique circumstances.
Explore Other Divisions
Questions & Answers
We provide integrated advisory that considers your full global position. Our team prepares coordinated returns, optimises treaty benefits, and ensures your planning in one jurisdiction complements the other.
The optimal approach depends on your residency status, citizenship, asset types, and family situation. Common structures include trusts, family investment companies, and carefully designed holding arrangements. We model scenarios to recommend the most suitable approach.
US citizens and Green Card holders face worldwide taxation. We ensure full compliance with US reporting requirements (FBAR, FATCA, PFIC) while coordinating with UK tax positions to minimise double taxation.
Yes, we advise UK non-domiciled individuals on the remittance basis, offshore structuring, and transition planning as rules evolve. Our US expertise ensures these strategies work effectively for those with US connections.
Cross-border property investments require careful structuring for income tax, capital gains, and estate tax in both jurisdictions. We design holding structures that optimise tax treatment while meeting compliance requirements.
We coordinate inheritance tax planning across the US estate tax and UK IHT regimes, ensuring your wealth transfers efficiently to the next generation while minimising tax exposure in both jurisdictions.
Still have questions? We're here to help.
›Get in TouchReach Out
Ready to discuss your US-UK tax situation? Contact Jungle Tax today to explore how we can help with your cross-border tax compliance and planning needs.