Sarjul Patel

Experience

Sarjul has a wealth of experience in the US international space, primarily focussing on individuals with complex tax matters with a specialism for those with interests in US and non-US based trusts.

Sarjul has worked closely with law firms and trust companies in the planning around US connected individuals of family trust structures. Sarjul is able to draw on his knowledge and experience to navigate clients through their US/UK tax obligations, in a manner which is easy to understand.

Areas of expertise

US/UK taxation for individuals; US and non-US trusts; US estate tax.

Notable client work and achievements

• US Pre-entry planning for HNW UK non-domiciled individual
• Advice and tax planning for Jersey based trust structure with US beneficiaries
• Advising UHNW UK resident US citizen, with assets in multiple jurisdictions and understanding the relevant double tax treaties along with supporting US/UK tax compliance
• Being trusted advisor to a US-connected family with interests in various Scottish estates and trusts.

Professional qualifications/memberships

• Fellow of the Association of Taxation Technicians – ATT(Fellow).
• IRS Enrolled Agent (EA)