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Adrian Sham
Senior Manager
Grant Thornton UK LLP
London, United Kingdom
Accountancy
Professional Summary
Having joined Grant Thornton on their graduate training program I specialise in expatriate tax and am a qualified Chartered Tax Advisor (CTA) in the UK and enrolled to practice in front of the US Internal Revenue Service.
I provide expatriate tax/social security planning and coordinate cross-border advice to both employers sending their first assignee abroad to large multinational companies/partnerships with complex assignment programs over a wide variety of sectors and countries.
I also provide planning advice and compliance assistance to assignees, from junior staff to senior executives, and high net worth individuals/entrepreneurs.
Qualifications
UK - ATT, CTA
US - EA (Enrolled Agent)
Specialties
- Expatriate tax/social security compliance coordination. Tax/social security consultancy planning and implementation for assignments and cross-border mobile individuals.
- Development of international assignment policies.
- International assignment co-ordination.
- International payroll advice and operation, eg modified/shadow/short term business visitors/net of credit PAYE schemes.
- US tax for those living in and outside of the US including PFICs/CFCs/Trusts/Expatriation/investing in the US/Entity Classification/deferred compensation/voluntary disclosure/ITIN applications/Gift and Estate tax.
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Languages
- English
Industry Experience
- Accountancy
Website
Grant Thornton UK LLPSocial Media
Experience
Grant Thornton UK LLP
London, United Kingdom NW1 2EP
London, United Kingdom NW1 2EP
Senior Manager
Accountancy
2005 - Present
At Grant Thornton, we understand that US tax not only affects US citizens and green card holders wherever in the world they reside, but it also can impact a growing number of non-US persons. These can be individuals who are married to US persons, reside in the US, work in or have investments/other ties to the US.
We have a team of US and dual qualified tax specialists who can help you with your US taxes whether you are an individual, a trustee or a business owner by ensuring a joined up UK/US tax planning advice and ensuring that compliance obligations are met on both sides of the Atlantic. Our aim is to build strong personal relationships with you to understand your affairs and provide you with a holistic service. We will help you understand the complexities of US tax in the international arena, assist you to structure your affairs to be compliant and tax efficient.
- US personal tax preparation (resident and non-resident Federal/State tax returns)
- Foreign Bank Account Reporting Form (FBAR/Form 90-22.1) preparation
- UK/US Estate and Gift tax planning
- UK/US Trust planning and compliance
- UK/US pension interaction
- ITIN (Individual Taxpayer Identification Number) applications as a Certified Acceptance Agent
- Expatriation tax advice when relinquishing your citizenship/green card
- Year end planning
- Review deferred compensation plans
- Entity Classification/check-the-box planning
- US tax advice on international business transactions
We have a team of US and dual qualified tax specialists who can help you with your US taxes whether you are an individual, a trustee or a business owner by ensuring a joined up UK/US tax planning advice and ensuring that compliance obligations are met on both sides of the Atlantic. Our aim is to build strong personal relationships with you to understand your affairs and provide you with a holistic service. We will help you understand the complexities of US tax in the international arena, assist you to structure your affairs to be compliant and tax efficient.
- US personal tax preparation (resident and non-resident Federal/State tax returns)
- Foreign Bank Account Reporting Form (FBAR/Form 90-22.1) preparation
- UK/US Estate and Gift tax planning
- UK/US Trust planning and compliance
- UK/US pension interaction
- ITIN (Individual Taxpayer Identification Number) applications as a Certified Acceptance Agent
- Expatriation tax advice when relinquishing your citizenship/green card
- Year end planning
- Review deferred compensation plans
- Entity Classification/check-the-box planning
- US tax advice on international business transactions
Education
BS, Economics 2005
University College London
London, England, United Kingdom
Professional Certifications
Enrolled Agent (EA)
2008
Active
Chartered Tax Advisor
2007
Active
Associations and Societies
- HMRC Joint Expatriate Tax Forum
- British American Business Institute (Tax forum)