First Name*
Last Name/Surname*
E-mail Address*
Phone Number*
Contact Reason: Please briefly describe your situation and what you would like to discuss.*
Citizenship(s) Please select all that apply.*
U.S. Citizen
U.K. Citizen
U.S. Green Card
Other(s)
Where do you live?*
U.S.
U.K.
Europe
Asia
Other
Date of U.K. Tax Residency (if applicable) Please enter exact or approximate date you became U.K. tax resident
Do you have an accountant that files your U.K. taxes?
Yes
No
Do you have an accountant that files your U.S. taxes?
Yes
No
Is the same firm doing your U.S. and U.K. taxes?
Same Firm
Different Firm
PLEASE SELECT ALL JURISDICTIONS WHERE YOU CURRENTLY HAVE INVESTMENT ACCOUNTS*
U.S. Custody
U.K. Custody
Offshore Custody
I have no investment accounts
Account Structures
Taxable (U.S.)
Taxable (U.K.)
ISA
IRA
Roth IRA
401(k)
SIPP
U.S. Trust
Offshore Trust
Family Limited Partnership
LLC (U.S.)
Family Investment Company (FIC)
Charity/Foundation/Donor Advised Fund
Are you a member or do you hold investments within a U.S. LLC?
Yes
No
Are you the grantor, trustee, or beneficiary of any trusts?
Grantor/Settlor
Trustee
Beneficiary
No
Are you a founder/co-founder/owner of a business?
Yes
No
What is your ownership stake in the business?
0-9%
10-50%
51-100%
Are you a major shareholder (10%+ ownership) of a non-U.S. business(s)?
Yes
No
I AM HAPPY TO RECEIVE INFORMATION FROM BROWN ADVISORY, INCLUDING ADDITIONAL US CONNECTED INSIGHTS AND MARKETING COMMUNICATIONS*
Agree
Comments