Fenton International

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Fenton Private Office: Complete Service Directory

Fenton Private Office is the service provider and coordinating entity across this directory. Fenton selects the most appropriate senior specialist or specialist firm for each matter.

112 Services
10 Service areas
Senior-led Coordinated through Fenton
Service directory

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Showing all 112 services
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01

International tax

16 services
+

UK residence and domicile advice

UK tax residence and domicile status advisory for individuals relocating to or from the UK, including the Statutory Residence Test.

UK arrival and departure planning

Tax-efficient planning for individuals arriving in or leaving the UK, covering split-year treatment and transitional reliefs.

Foreign Income and Gains (FIG) regime advice

Advisory on the UK FIG regime, including eligibility, claims and interaction with treaty reliefs.

Remittance and offshore structure reviews

Review of offshore structures and remittance planning for UK-resident individuals with historic non-dom positions.

Treaty residence and double tax relief

Treaty residence determinations and resolution of double taxation under bilateral tax treaties.

Cross-border investment and property tax coordination

Coordination of tax obligations across jurisdictions for international investment portfolios and property holdings.

Cross-border employment tax

Advisory on employment tax obligations arising from cross-border working arrangements.

International tax planning and cost management

Strategic tax planning and cost management for international assignments and cross-border arrangements.

International family and entrepreneur mobility

Cross-border mobility advisory for international families and entrepreneurs relocating across jurisdictions.

UK inbound and outbound entrepreneurs

Tax and structuring advisory for entrepreneurs relocating to or from the UK.

Founder relocation

Tax and structuring advisory for founders relocating across jurisdictions, covering personal tax, business interests and ongoing compliance.

Employee tax consultations

Individual tax consultations for employees on assignment or with cross-border obligations.

UK tax return preparation

Preparation of UK tax returns for internationally mobile individuals, executives and non-resident directors.

US tax services

US federal and state tax return preparation and cross-border US advisory, including IRS Streamlined Filing Procedures for catch-up filings.

Canadian tax services

Canadian resident, non-resident and Section 216 rental income tax returns, estimates and year-round planning.

UAE relocation tax support

Tax support for individuals relocating to Dubai and Abu Dhabi.

02

Global mobility

23 services
+

International assignment structuring

Design and structuring of international assignments to optimise tax, social security and employment law outcomes.

International hiring and assignment options

Evaluation of structuring options for international hires including secondment, local hire and contractor models.

Global mobility policy design and implementation

End-to-end design, documentation, benchmarking and implementation of global mobility policies.

Assignment policies and assignment letters

Drafting and review of assignment policies and individual assignment letters.

Assignment policy effectiveness reviews

Independent review of existing assignment policies for effectiveness, suitability and market alignment.

Assignment cost calculations, planning and budgeting

Preparation of assignment cost calculations, budgets and financial projections for international moves.

Cost projections and cost reduction

Cost projections for international assignments and identification of cost reduction opportunities across mobility programmes.

Cash flow management and effectiveness

Optimisation of tax and social security payment timing to improve employer cash flow on international programmes.

Mobility programme health checks

Independent review and benchmarking of global mobility programme effectiveness.

Tax equalisation and tax policy design

Design and drafting of tax equalisation, tax protection and cost-plus policies.

Tax equalisation implementation and administration

Operational implementation and ongoing management of tax equalisation programmes.

Hypothetical tax and equalisation calculations

Preparation of hypothetical tax calculations and year-end tax equalisation reconciliations.

Tax equalisation employee briefings

Design and delivery of employee briefing sessions explaining tax equalisation and assignment policies.

Tax equalisation policy health checks

Independent review of existing equalisation policies for effectiveness and suitability.

Short-term business visitor compliance

STBV compliance management including PAYE, treaty relief and track-and-trace obligations.

Business traveller compliance and tracking

Compliance tracking and advisory for employees undertaking business travel across tax jurisdictions.

International remote working

Advisory on the tax, social security and employment law implications of international remote and hybrid working.

Remote and contingent working

Advisory on tax and compliance implications of remote, hybrid and contingent working arrangements.

Executive relocation

Tax and practical advisory for executive-level relocations across jurisdictions.

C-suite mobility

Specialist advisory for C-suite executives with multi-jurisdictional tax, reward and governance obligations.

Assignee localisation

Advisory on localising international assignees, including package transition and benefits localisation after assignment.

Assignment review and termination

Review of existing international assignments and structured support for ending an assignment.

Repatriation planning

Tax and compliance planning for employees and executives returning to the home country.

03

Payroll and employer compliance

9 services
+

Cross-border payroll including shadow payroll

Advisory and operational support for cross-border payroll, including real and shadow expatriate payroll arrangements.

Modified payroll operation

Month-to-month operation of modified payrolls for tax-equalised programmes.

Avoiding double payroll withholding

Structuring and coordination to prevent double payroll withholding across jurisdictions.

Payroll and withholding risk

Identification and mitigation of payroll withholding risks across jurisdictions for mobile employees.

International payroll effectiveness

Review and optimisation of international payroll processes and compliance.

Employer compliance obligations (UK and overseas)

Advisory on employer compliance obligations across UK and overseas jurisdictions.

P11D and benefits reporting

Operational management of employer payroll obligations and P11D preparation.

Employment-related securities reporting

Preparation and submission of ERS returns and notifications for equity incentive compliance.

Cross-border share reporting

Compliance reporting for equity awards held by employees working across multiple jurisdictions.

04

Social security and pensions

7 services
+

Social security coordination

Coordination of social security obligations across jurisdictions, including A1 certificates, certificates of coverage and totalisation agreements.

Social security and NIC planning

Strategic planning of social security and NIC obligations to minimise costs and ensure compliance, including posted worker certificate optimisation.

Social security compliance

Management of employer social security obligations including registration, reporting and exemption claims.

Director social security and NIC

Determination of employer and employee NIC obligations for directors, exemption claims and voluntary contributions planning.

Cross-border pension issues

Advisory on pension complications arising from cross-border employment and mobility.

International pensions and benefits

Advisory on cross-border pension and benefits issues including treaty relief, qualifying schemes and portability.

Non-UK pension plan approval

Obtaining UK tax approval for non-UK pension plans.

05

Reward, benefits and incentives

15 services
+

International executive pay and package design

Design of international executive packages including salary, bonus, benefits and cross-border structuring.

Executive compensation review

Review of senior reward packages including bonuses, equity and deferred compensation.

Global compensation structuring

Advisory on structuring global compensation packages with tax-efficient cross-border elements.

Share plan and equity reward tax

Advisory on the tax treatment of share plans, equity awards and long-term incentive plans for mobile employees.

Cross-border equity compliance and reporting

Compliance and reporting advisory for equity plans with cross-border participants, including mobile equity tracking.

UK/US reward alignment

Alignment of UK and US executive reward structures including equity plans, deferred compensation and treaty relief.

Equity valuation and timing issues

Advisory on valuation methodology and timing of taxable events for equity-based compensation.

Tax-advantaged share plans (EMI/CSOP)

Design and implementation of tax-advantaged share option plans.

Growth shares, hurdle shares and restricted securities

Design and implementation of growth and hurdle share structures and restricted securities awards.

Shadow and phantom plans

Design and implementation of shadow and phantom equity plans, including joint share ownership plans.

Benefits for internationally mobile executives

Benefits design and advisory for executives working across borders.

International benefits review and fairness

Review of global benefits provision and fairness between employees in different locations.

Allowances and cost-of-living design

Design of allowances, cost-of-living adjustments and assignment package elements.

Reward alignment following acquisition

Alignment of reward structures and policies across organisations following an acquisition.

Reward and benefits policy for remote working

Reward and benefits policy design for international remote working, treating Work From Anywhere as a reward issue as well as a tax issue.

06

International HR and workforce

12 services
+

International HR services

Advisory and operational HR support for internationally mobile employees.

International HR operating model design

Design and restructuring of international HR operating models and responsibilities.

Country employment compliance guides

Country-level employment compliance guides covering immigration, talent and employment, with market sector intelligence.

Country employment compliance documentation

Country employment compliance documentation and implementation support.

Overseas employment arrangement reviews

Review of overseas employment arrangements for compliance and effectiveness.

Employment without a local entity

Advisory on employing people in countries where the business has no legal entity.

Independent HR consulting and investigations

Independent third-party HR consulting and investigatory support.

International workforce integration

Support for integrating an international workforce, including post-acquisition integration.

International organisational change

Planning and execution support for international organisational change programmes.

Market entry people support

People, employment and HR support for entering a new country.

Talent acquisition and benchmarking

International talent acquisition and benchmarking services, particularly at senior level.

Global senior talent pool development

Advisory on building and expanding international senior talent pipelines with compliant cross-border structures.

07

Board and governance

13 services
+

Board and NED international tax

Advisory on international tax obligations for board members and non-executive directors with multi-country duties.

Non-resident director compliance

Full non-resident director support: UK filing determination, NIC determination, payroll assistance, tax return preparation and accommodation/travel expense advice.

Statutory directors living overseas

Advisory on UK employer and personal tax obligations for statutory directors resident overseas, including home-country reporting coordination.

Board fees and director travel

Advisory on board fees, director travel, accommodation, withholding and dual reporting.

Board meeting format and location

Advisory on the tax and governance implications of board meeting format and location.

RemCo, CoSec and governance tax input

Tax input to remuneration committees, company secretaries and governance processes on cross-border reward.

Remuneration committee support

Support for RemCos on internationally mobile executives, pay governance and cross-border people risk.

Governance of remote-working directors

Governance advisory for remote-working directors and senior leaders.

Board papers on cross-border people risk

Preparation of board papers covering reward, benefits, tax, payroll, mobility and fairness together.

Reward risk registers

Development of reward risk registers for international senior people.

Director onboarding

Streamlined onboarding advisory for new board members covering tax, compliance and governance obligations.

Governance and oversight improvement

Advisory to strengthen governance frameworks, enable effective oversight and reduce personal, compliance and reputational risk.

Executive package governance

Governance of executive packages where senior people work across borders.

08

Disputes, reviews and expert support

7 services
+

Expert witness services

Accredited expert witness services for tax and employment disputes, including formal reports and tribunal evidence.

Technical opinion support

Formal technical opinion letters on international tax and mobility matters.

HMRC disclosure and enquiry strategy

Strategy and representation for HMRC disclosures, enquiries and investigations, including voluntary disclosures and correction routes.

HMRC employer compliance reviews

Representation and support through HMRC employer compliance reviews, audits and dispute resolution.

HMRC enquiry support and narrative disclosure

Comprehensive narrative disclosures on self-assessment returns to limit enquiry windows, and collaborative HMRC enquiry resolution.

Tax equalisation and assignment disputes

Resolution of disputes arising from tax equalisation, assignment terms or cross-border tax positions.

AI research review

Senior review of AI-generated tax research and analysis, testing the technical position, identifying assumptions and confirming or challenging conclusions.

09

Relocation, immigration and connected specialist services

6 services
+

Immigration coordination

Selection and coordination of immigration specialists for cross-border moves and assignments.

Relocation coordination

Coordination of relocation services for executives and mobile employees.

Employment law coordination

Selection and coordination of cross-border employment law specialists.

Cross-border advisory coordination

Coordination of multi-jurisdictional advisory teams to deliver a single integrated cross-border position.

Overseas tax specialist coordination

Selection and coordination of overseas tax specialists across the Fenton international network.

Wealth and financial adviser introductions

Introductions to trusted wealth management and financial advisers following realisation events.

10

Business and transaction tax

4 services
+

Delivered through the Fenton network — UK taxation.

Management tax advice on private equity transactions

Independent tax support for management teams through PE transactions, covering incentive interests, deal terms and legal documentation review.

Vendor tax advice on business sales

Tax structuring and advisory for vendors selling a business or stake, including pre-sale reviews, trade sales, IPOs, MBOs and Employee Ownership Trust sales.

Business funding, reorganisations and acquisitions

Tax structuring for funding arrangements, EIS/SEIS investment, group formation, holding company insertion, demergers, reconstructions and bolt-on acquisitions.

Personal and family wealth planning

Family wealth and succession planning, gifts, family investment structures and inheritance tax strategy.

Fenton Private Office