Josh is an associate in the private client and tax team.
He is a dual qualified US lawyer and certified public accountant (CPA) in the private client and tax group in London. He advises on US and international tax planning issues particularly for individuals with both US and UK ties.
Josh has experience assisting clients with their US compliance and reporting obligations with respect to international transactions as well as foreign asset and entity ownership.
He also has experience assisting clients with private wealth structuring including navigating the complications around controlled foreign corporations (CFCs), passive foreign investment companies (PFICs) and foreign trusts.
Josh also provides advice on a wide range of matters including pre-arrival planning for US individuals relocating to the UK or vice versa, becoming US compliant through IRS voluntary disclosure programs, the tax implications of US expatriation, and estate planning for US individuals with UK considerations.