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Tax Services to Individuals & Trusts

Tax Services to Individuals & Trusts

Our Tax services provide individuals a broad range of advisory and compliance services to corporate executives.

Our Tax services provide individuals a broad range of advisory and compliance services.

Our Bermuda-based team of qualified, seasoned tax professionals specialises in supporting Americans and green card holders who live outside the U.S., and non-Americans who travel or invest in the U.S.  We also have extensive experience in Trusts with U.S. settlors or beneficiaries. Our services include:

  • Income tax return preparation
  • Tax estimates and forecasts
  • Advice and planning strategies in relation to U.S. tax residence
  • Tax compliance and advisory services to trustees, settlors and beneficiaries of non-U.S. trusts with U.S. ties
  • Tax advisory services to individuals looking to invest in the United States

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