Helm U.S Tax

Services

Helm U.S. Tax Services

We provide quality services through trusted partners such as U.S. tax services for individuals, companies, fiduciaries and anyone with U.S. and international tax related needs

fiduciaries

FAMILY OFFICES, HEDGE FUNDS AND PRIVATE EQUITY FUNDS

We are part of Helm Advisors and can also assist with International Tax and Estate Planning, Compliance and FATCA/ CRS Reporting and Art as an Asset.

International Tax and Estate Planning

We are experts in advising on cross border tax issues impacting on clients, their businesses and their wealth holding structures.
We advise on pre-immigration tax strategies, international real estate investments, global income tax exposure and estate and inheritance tax mitigation planning.
We have specialist in-house expertise on technical issues such as US withholding taxes and anti-deferral regimes governing non-US companies and trusts.
We are experienced in advising on the tax treatment of offshore trusts from a US (such as foreign grantor and non-grantor trusts) and UK perspective, especially in relation to UK resident non-domiciled individuals.
As part of our cross-border estate planning offerings, we advise on US tax compliant Private Placement Insurance. We advise on all types of trusts and foundations, and on testamentary documents, especially for those clients with assets in multiple jurisdictions.

Compliance and FATCA/ CRS Reporting

With a focus on US and UK tax issues, Helm U.S. Tax proactively assists our clients in navigating their international tax obligations in multiple jurisdictions.
We guide our clients through the complexities of tax reporting to ensure they remain compliant and strategise to avert tax disputes.
We advise our clients on the most robust and effective strategies when tax disputes do arise to achieve the most favourable outcomes for them.
To complement those services, we advise our clients on reporting under FATCA and CRS.

Art as an Asset

We focus on advising and strategising with collectors, family offices, investors, entrepreneurs, artists, trustees, and bankers on all aspects of art as an asset.
Helm U.S Tax ensures robust decisions are taken in advance of buying, selling, and investing in art, as well as in art finance, where artworks can be used as collateral. This advice may relate to where and when to sell, what price to sell at and in which forum (private or at auction). We also shepherd our clients through the maze of export and import regulations and address logistics and insurance-related issues on their behalf.