ExpatInvest UK

Smart Investment Solutions for Americans in the UK

Navigate the complexity of PFIC rules and dual-taxation with confidence. Build a compliant, tax-efficient investment portfolio tailored to your unique situation.

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The Expat Investment Challenge

PFIC Tax Trap

UK mutual funds and ISAs are classified as PFICs by the IRS, resulting in punitive taxation rates of 40-50% and thousands in compliance costs per fund.

Dual Reporting Requirements

US expats must file FBAR, FATCA Form 8938, and UK Self-Assessment, each with different thresholds, deadlines, and severe penalties for non-compliance.

Limited Investment Options

EU PRIIPs regulations prevent UK brokers from selling US ETFs, while most US brokers won't serve non-residents, leaving expats with few viable options.

High Advisory Minimums

Wealth managers serving US expats typically require $1 million+ minimums due to complex cross-border compliance requirements.

Our Solution

PFIC-Compliant Portfolios
Personalized recommendations using only US-domiciled ETFs with UK HMRC reporting status
  • • 57+ vetted ETFs from Vanguard, iShares, Dimensional
  • • Risk-adjusted asset allocation
  • • No PFIC taxation or Form 8621 required
  • • UK capital gains tax rates (not income tax)
Real-Time Portfolio Monitoring
Track performance, holdings, and rebalancing needs in one dashboard
  • • Live portfolio valuation and performance
  • • Asset allocation drift tracking
  • • Cost basis and tax lot management
  • • Automated rebalancing recommendations
Automated Tax Compliance
Generate pre-filled tax forms and track compliance deadlines
  • • FBAR (FinCEN Form 114) generation
  • • FATCA Form 8938 with threshold tracking
  • • UK Self-Assessment summaries
  • • Tax deadline calendar and reminders

Not Sure Where to Start?

Learn about PFIC rules, UK reporting funds, ISA traps, and the US/UK tax treaty in our comprehensive knowledge base.

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Important Disclaimers

This platform is for educational and informational purposes only. No actual investments are executed through this platform.

This does not constitute financial, investment, tax, or legal advice. Always consult with qualified professionals before making investment decisions.

We assume you have all necessary regulatory approvals. This is a demonstration platform and should not be used for actual investment management without proper licensing.

Past performance does not guarantee future results.