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Professional and industry experience

• Tom is a US personal tax advisor who specialises in assisting American Expats and non-Americans with ties to the US
• Having relocated from London to Bermuda with his family in 2019, Tom has nineteen years of experience in US and UK taxation.
• Tom has worked with individuals across a wide variety of sectors, with a current focus on the insurance and reinsurance industry, advising companies and their employees in relation to their US tax obligations.
• Tom provides pragmatic, practical guidance to people with complex cross-border tax affairs, helping people to plan effectively for tax purposes and stay ahead of their compliance obligations. He adds further value to businesses by ensuring their assigneesâ€� tax affairs are well-managed, freeing up their employees to focus on the needs of their business.
• Tom also works with Trustees, Settlors and key Beneficiaries of non-US trusts to ensure that the structure is tax-efficient for US persons, and to ensure that annual compliance obligations are met

Recent engagement experience

• For nineteen years, Tom has helped companies and their senior executives to manage their annual tax compliance obligations.
• Tom assists both Americans and non-Americans with investments in the US, in managing their income tax and Estate and Gift Tax exposures.
• Tom works with trustees, settlors and beneficiaries of non-US trusts, in navigating the complex US tax regime for foreign trusts, ensuring compliance requirements are met and appropriate tax planning is undertaken.
• Tom also guides local employers on their US and UK withholding and reporting obligations when employees travel outside Bermuda.