UK/US-based wealth manager Plan First Wealth (PFW) has partnered with Optimise Accountants to provide a new service offering.
The Cross-Border Tax & Accounting service will allow PFW clients to access US tax preparation and advice with a particular focus on offshore compliance.
It will also offer exclusive access to UK specific cross-border expertise, a responsive service and help via Optimise Accounts to spot offshore non-compliance.
PFW and Optimise will hold annual meetings with clients to review and strategise for the upcoming tax year.
However, PFW clients do not have to use the new service or engage with Optimise if they do not wish to and can continue to work with their own tax adviser of choice.
