Business Details
23 Years
experience
Expert UK & US Tax Services for Expatriates
Established in 2003, PJD Tax has grown into a respected limited company serving over 1,000 clients with a team of 40 professionals. Our expertise spans expatriate tax matters, drawing from experience in leading accounting firms and industry. We specialise in UK and US tax return preparation and strategic tax planning for individuals working abroad. Our approach combines technical excellence with a commitment to personalised service, ensuring clients receive tailored advice in a welcoming environment.With qualified professionals holding credentials such as ATT and IRS Enrolled Agent status, we prioritise ongoing education and client collaboration. Our teams, led by directors with decades of experience, deliver compliance solutions and proactive tax strategies to navigate complex international tax landscapes. We maintain transparency in our processes, offering clear communication and fixed-fee quotes to build long-term trust with clients.
Services
UK Tax Returns
US Tax Returns
Tax Planning
Expatriate Tax Services
Compliance
Details
- Year established: 2003
Highlights and features
- We combine experience from top-tier accounting firms with industry-specific expertise.
- Our team holds recognised qualifications including ATT and IRS Enrolled Agent certifications.
- We offer fixed-fee quotes and transparent pricing for all services.
- We prioritise proactive tax planning to optimise long-term financial outcomes.
- Our directors have over 15 years' experience advising high-net-worth individuals.
Associations and certifications
- Association of Taxation Technicians (ATT)
Services
UK Tax Returns
We prepare UK tax returns for individuals with complex cross-border tax affairs. Our specialists handle non-UK income treatment and remittance basis claims. Clients benefit from strategic advice to optimise tax reliefs while maintaining HMRC compliance.
US Tax Returns
Our IRS-qualified team prepares US tax returns for expatriates and addresses foreign income reporting requirements. We assist clients in resolving delinquent filings and navigating FBAR obligations. Services include Form 8938 and 5471 preparation.
Tax Planning
We develop tailored tax planning strategies for expatriates and UK residents with overseas assets. Our services cover pension contributions, capital gains management, and residency status optimisation. Plans consider both UK and US tax implications for holistic solutions.
Expatriate Tax Services
We support individuals working abroad with tax compliance and planning across jurisdictions. Services include double taxation relief, overseas workday relief claims, and social security coordination. Our team addresses unique challenges faced by globally mobile professionals.
Compliance
We ensure clients meet UK and US tax obligations through accurate filings and disclosure management. Our compliance services cover income tax, capital gains tax, and international reporting requirements. We maintain up-to-date knowledge of legislative changes affecting cross-border taxpayers.
People
Andrew Jones
Director
A Director at PJD Tax since 2006, Andrew specialises in UK and US personal tax with 25+ years' experience from Ernst & Young. He leads expatriate tax solutions and mentors junior staff.
John McLaughlin
Director
With ATT and IRS Enrolled Agent qualifications, John manages the 'Dream Team' and trains junior staff. He has over 12 years' experience in expatriate tax compliance and planning.
Omar Hussain
Senior Manager
An ATT-qualified Senior Manager since 2015, Omar specialises in US tax compliance for expatriates. He leads client consultations and supports team professional development.
Urooj Sheikh
Manager
As a qualified ATT and IRS Enrolled Agent, Urooj manages UK/US compliance cases. She joined PJD Tax in 2020 after Deloitte experience and leads technical training initiatives.
Kani Aslan
Assistant
A 2022 joiner studying towards ATT qualifications, Kani supports tax return preparation and compliance services under senior team supervision.
Questions
What tax services do you specialise in?
We specialise in UK and US tax returns, expatriate tax planning, and cross-border compliance for individuals working abroad.
Do you offer fixed-fee pricing?
Yes, we provide fixed-fee quotes for tax return preparation and transparent pricing for additional services.
How do I determine UK tax residency?
Our specialists assess residency status using HMRC guidelines, considering factors like UK presence days and overseas connections.
Can you help with overdue tax filings?
Yes, we assist clients in resolving delinquent US and UK tax filings, including penalty abatement applications.
What is FBAR reporting?
FBAR (FinCEN Form 114) reports foreign bank accounts exceeding $10,000. We help clients meet this US regulatory requirement.
Do you provide pension tax advice?
Yes, we advise on UK-US pension tax treatment, including IRA/401(k) planning and overseas workday relief implications.
