Case studies

Some of our clients have shared their experiences of working us. Find out how we have guided our clients through a world of complexity.

Case study 1: Rearranging offshore affairs

Our client had a domicile of choice in South Africa. Over the years he accumulated non-remittable income and capital gains within an offshore structure.

Case Study 2: Adapting to change

This case study highlights how we help people to set up structures, but also adapt should things change...

Case Study 3: Setting up a new business in the US

Are you setting up a new business in the US? Here’s how we helped an entrepreneur like you...

Case Study 4: Knowing your US tax filing requirements

This case study shows how being an “Accidental American” still means you you have tax filing requirements in the US.

Case Study 5: US tax implications when setting up a business in the UK

After graduating from university in the US, Sandy, a US national, found an exciting job opportunity in London, UK.

What our clients say

One or more of the Satis Tax principals has been handling my personal taxes, both US and UK, for over 35 years. That fact speaks for itself. Several aspects of Satis' work impress me: 1) Thorough understanding of both the UK and USA tax systems; 2) Attention to detail; 3) A conservative approach combined with an appreciation that for the client "every dollar/pound matters" when it comes to limiting one's tax liabilities.

Mat

Montana

Having decided to emigrate to the U.S., I was completely unprepared for how complex the interaction between the UK and US tax systems would be. From initial tax planning advice prior to emigrating, several subsequent complex business transactions, to filing both our UK and US annual returns, I’ve always felt assured that Satis have a complete understanding of the complexities of the tax regulations. This has freed us from the worry of tax compliance in both countries. Over and above keeping us complaint, they have been an invaluable sounding board when we have found ourselves facing personal decisions that have had tax consequences through the years we have been living in the US.

Rob

Florida

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