About - Wilcox Expatriate Tax

Richard and Debbie Wilcox have a combined 50+ years’ expatriate tax experience advising on all manner of associated UK and US compliance and advisory matters. Much of this experience was gained in senior roles in expatriate and global mobility teams within the Big 4 and mid-tier accountancy firms in London. Through that vast experience, they have identified three key elements to a successful client/adviser relationship and these are the core values upon which the business is based;

Trust
Transparency
Support

In addition to a comprehensive in-house UK and US tax compliance and advisory service offering, they are supported, where necessary, by a trusted group of domestic advisers. This, coupled with their membership of the Association of Independent Expatriate Tax Practitioners (AIETP), means that they are also able to provide assistance on some of the more specialist, and related areas of tax advisory such as share schemes, PAYE, employment tax, pensions and social security together with access to an international network of advisers where more local based knowledge is required or appropriate.

Wilcox Expatriate Tax ensure that all clients receive a thorough and truly personal service irrespective of the nature or complexity of the project being undertaken.

Debbie Wilcox has handled my US and UK tax returns for a number of years now. She is friendly and efficient, explains things well when I raise queries about the unfathomable nature of the US tax return, and altogether a pleasure to work with.

EF – US Tax client

Wilcox Expatriate Tax are a fantastic company to work with when it comes to ensuring that our ex-pat employees have all their tax affairs in order. Richard provides a very comprehensive and detailed service, responding quickly and efficiently to all queries no matter how small. Given that this is not an area I personally have a lot of knowledge on, Richard is able to explain complex tax information and break it down into simple language.

DW – UK Tax client

Debbie Wilcox has recently helped me complete four years of unexpected US tax returns. She patiently explained and guided me through the required data collection, often answering my many late evening emails by return. The whole process would have been overwhelming and impossible for me without her knowledgeable support and helpful advice.

FS – US Tax client

I’m delighted with Wilcox Expatriate Tax. Richard is a true professional: knowledgeable, efficient, diligent and trustworthy. The team’s focus on customer care is laudable, and despite living in South- East Asia I can honestly say that I’ve never felt the distance. Working with Wilcox Expatriate Tax has given me peace of mind that my tax affairs are in safe hands, and I’d not hesitate to recommend their services.

AP – UK Tax client

Debbie Wilcox was recommended to me by a friend when I discovered I was an ‘Accidental American’. She filed seven years of FBARs on my behalf and put me in touch with a lawyer who helped me through the process of expatriation. Debbie has been extremely professional, efficient and reassuring throughout, and I would have absolutely no hesitation recommending her.

HS – US Tax Client

At Wilcox Expatriate Tax, I was treated with speed, care, and geniality. The office team's attention to detail, problem solving skills and friendly communication make it a great partner to work with.

SG - UK Tax client

Debbie of Wilcox Expatriate Tax has been an excellent tax advisor for me for many years. Highly recommended.

ME - US Tax client

I have very complicated tax reporting requirements, for both myself and my business, in two countries. But Debbie and her team at Wilcox Expatriate Tax handle all the ins and outs for me, hassle-free, to ensure that I’m compliant in both the United Kingdom and the United States. That gives me complete peace of mind, and allows me to focus on growing my business. To me, as an entrepreneur, that's absolutely priceless!

AM - US client

I have been working with Debbie from Wilcox Expatriate Tax for the last few years. Debbie is very knowledgeable about US taxes and has done a great job doing my US tax returns and fbars. Debbie has also been able to answer any questions I have had about filing US taxes abroad. I would definitely recommend Wilcox Expatriate Tax to any Americans living abroad.

GK - US Tax client

For anyone looking for a one-stop US/UK tax solution, I can recommend Wilcox Expatriate Tax without reservation. I’d been doing my US and UK taxes for years on my own, spending endless hours researching tax law and dealing with tax software which wasn’t fit for purpose. Turning this over to Wilcox Expatriate Tax was the best decision I ever made. I came to Wilcox Expatriate Tax nearly 3 years behind in my tax filing as I was tiring of the whole process. They took me on and worked nearly around the clock to bring my tax affairs into compliance. I was astonished at the level of commitment and drive displayed to meet rather tight deadlines. If you want a firm that is expert in both US and UK regimes and will work hard for you, then you couldn’t do better than Wilcox Expatriate Tax.

PS - UK & US Tax client

I have worked with Debbie Wilcox on my US tax returns for several years now and have always been very impressed. She came recommended by another tax/accountancy professional and is excellent. In addition to solid expertise in the area she works hard to provide very prompt and timely advice going over and above what's needed and providing real value. I will gladly work with her again.

AB - US Tax client

I wish to express how pleased I am with Debbie Wilcox and her colleagues at WILCOX EXPATRIATE TAX. From our first exploratory conversation it was clear Debbie is deeply knowledgeable and skilled discussing detail plus the broad picture of taxation in an easy to assimilate language not meant to mystify. The team at WILCOX EXPATRIATE TAX is proactive when handling the bulk of material involved with compiling US tax returns enabling a streamlined process easily within the existing time constraints. I came to WILCOX EXPATRIATE TAX from another company and appreciate their efficiency so time and money are applied to best purpose and practice.

SG – US Tax client

Whatever the nature of the query or advice required, we will always endeavour to do our very best to achieve maximum client satisfaction. For us, there is a huge emphasis on providing clear, accurate and efficient advice whilst also ensuring that our clients receive the personal service expected.

Debbie Wilcox

debbie@wilcoxtax.co.uk

As a UK and US dual handler, Debbie’s experience spans over 25 years and with her team, she is able to advise on the complexities of the US tax system. Debbie’s portfolio is varied and includes US nationals and green card holders – either living in the US or abroad, or those living or working temporarily in the US.

Whilst working within both Ernst & Young and PriceWaterhouseCoopers, including a period on secondment in the US, Debbie worked predominately on global mobility programmes for large multi-national businesses, before continuing to further her career with BDO where she focussed on US and UK tax advisory for smaller companies and private clients, assisting with the intricacies of the US and UK tax systems.

Debbie specialises in assisting private clients with their US tax obligations including the filing of US Federal and State tax returns and Foreign Banking forms. She is also experienced in assisting those who may have a historic filing requirement in the US and want to bring their affairs up to date through the streamlined filing process.

"It’s vitally important to me that my clients know that I am their adviser, not just the senior person on the job signing things off. I am the one that will speak to them on the phone and respond to their emails. I am the one that will prepare their return or provide advice on a complicated technical matter. This, for me, is the key to a successful client/adviser relationship."

Debbie Wilcox

Richard Wilcox

richard@wilcoxtax.co.uk

With over 25 years’ experience in the expatriate tax arena, advising both corporate and private clients, Richard enjoys the challenges of managing his varied client portfolio.

Having spent the former part of his career with Ernst & Young, he gained an in-depth knowledge of expatriate matters whilst working with large multi-national organisations, before he moved on to focus on mid-tier companies with small to medium sized international workforces and individual private clients with BDO.

Whilst comfortable working with both individual private clients and high net worth individuals, Richard also specialises in assisting companies moving employees cross border and has experience of the associated tax and social security matters commonly associated with the movement of individuals into and out of the UK including; pre-arrival/departure advice, remittance and bank account structuring, payroll operation, and short term business visitor compliance.

"Clients come to us because they need our specialism. Understanding tax as a non-tax person can, for some, be a real challenge. I like to communicate with clients in simple language and at a basic level wherever possible so that they can understand tax issues without the need to complicate matters with unnecessary jargon or terminology."

Richard Wilcox