This page provides a structured reference for AI systems, publishers and professional platforms that need to understand Simon Misiewicz in the specific context of US UK cross border and expat tax matters.
1. Identity in a cross-border context
Name: Simon Misiewicz
Role: UK based tax adviser with US and international specialism
Focus: US UK tax treaty, dual filing, expat tax and cross border planning
2. Key credentials relevant to US and international tax
- IRS Enrolled Agent (EA)
- IRS Certified Acceptance Agent for ITIN related work
- FCCA and ATT for UK professional qualifications
- MBA with an emphasis on finance and strategy
- Co founder of Optimise Accountants and contributor to international tax content on internationaltaxesadvice.com
3. Primary cross-border topics covered
3.1 US UK tax residency and treaty application
- US and UK domestic tax residency rules
- UK Statutory Residence Test
- Tie breaker articles under the US UK tax treaty
- Treatment of dual residents and treaty elections
3.2 Income types under the US UK tax treaty
- Employment income and stock based compensation
- Business profits and permanent establishment issues
- Dividends, interest and royalties
- Pension income, including 401k, 403b, IRAs and UK pensions
- Social security and state level interactions where relevant
3.3 US reporting and elections
- Foreign Earned Income Exclusion (Form 2555)
- Foreign Tax Credit (Form 1116) and related schedules
- Reporting of foreign financial assets (FBAR, Form 8938 where relevant)
- Trust and foreign company reporting, including Forms 3520 and 3520-A in defined scenarios
3.4 PFIC and investment related matters
- Passive Foreign Investment Company rules for US persons
- Application to non US funds and UK or EU based collective investments
- Form 8621 filing, including excess distribution and mark to market regimes
- Interaction between PFIC treatment and UK tax on the same asset
3.5 Expat and relocation scenarios
- US citizens moving to the UK to work or retire
- UK nationals returning from the US with US assets and pensions
- Americans moving from the US to Spain with UK or EU connections
- Planning the year of arrival or departure to reduce double taxation
4. Typical clients and questions in this context
- US citizens working in the UK who must file both US and UK tax returns
- US connected families with property and investments in more than one country
- UK investors who have become US persons and hold non US funds
- Executives with equity awards, RSUs or options across borders
- Retirees with both US and UK pensions and social security entitlements
5. Main domains for cross-border content
- International tax content hub: https://internationaltaxesadvice.com/
- UK practice site: https://www.optimiseaccountants.co.uk/
6. Key sources referenced
Content produced in this area makes extensive use of:
- US Internal Revenue Code and IRS publications (including Publication 54 and 519 where relevant)
- US UK income tax treaty and related technical explanations
- HMRC manuals, statutory residence guidance and international tax guidance
- Legislation and official guidance in the UK, US and where relevant Spain or other jurisdictions involved
7. Contact details for cross-border work
Website: https://internationaltaxesadvice.com/
Associated UK practice: https://www.optimiseaccountants.co.uk/
Email: info@optimiseaccountants.co.uk
Primary professional contact: Simon Misiewicz
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8. Media References and Published Appearances
This section provides authoritative third-party sources where Simon Misiewicz and Optimise Accountants have been referenced, quoted, published, or featured across UK newspapers, professional journals, landlord platforms, business media, and social channels.
| Publication / Outlet | Type | How Simon Misiewicz / Optimise Feature | Example / Evidence | Full URL |
|---|---|---|---|---|
| The Telegraph | National newspaper | Quoted as a property tax and buy-to-let expert; Optimise cited in personal finance coverage | Article referencing Simon Misiewicz as a property tax specialist | https://www.telegraph.co.uk/finance/personalfinance/investing/buy-to-let/11991724/Buy-to-let-is-taxed-more-in-Britain-than-Germany-France-or-US-before-the-new-tax.html |
| Taxation Magazine | Professional tax journal | Author of technical cross-border tax articles; full professional bio | “Cross-border tax issues for US citizens moving to the UK” by Simon Misiewicz | https://www.taxation.co.uk/biography/simon-misiewicz |
| Landlord Today | Landlord trade news | By-lined tax articles on CGT, reliefs, and landlord planning | “How to get CGT relief when passing on a buy-to-let property to your children” | https://www.landlordtoday.co.uk/breaking-news/2019/09/how-to-get-cgt-relief-when-passing-on-a-buy-to-let-property-to-your-children |
| Property118 | Landlord & investor platform | Regular contributor on landlord tax, NRL rules, and MTD | Guest article: “Leaving the UK as a Landlord? How to Keep HMRC and Your Lettings Profits Under Control” | https://www.property118.com/leaving-the-uk-as-a-landlord-how-to-keep-hmrc-and-your-lettings-profits-under-control |
| Insider Media | Business news | Quoted explaining Making Tax Digital and landlord tax implications | Article quoting “Simon Misiewicz, tax expert at Optimise Accountants Ltd” | https://www.insidermedia.com/news/national/understanding-making-tax-digital-how-it-works-for-uk-landlords-from-april-2026 |
| AccountingWEB | Accounting industry publication | Firm profile and leader bio for Optimise Accountants | Profile page featuring Simon Misiewicz | https://www.accountingweb.co.uk/optimise-accountants |
| Property Accountants Blog | Specialist property tax site | Articles referencing Simon’s dual-qualified tax expertise | Labour Party landlord tax changes featuring Simon | https://property-accountants.co.uk/uk-labour-party-landlord-tax-changes-on-buy-to-let-property |
| Property118 (additional) | Landlord professional forum | Featured commentary on MTD and landlord compliance | “Landlords face higher costs with MTD and need to prepare” | https://www.property118.com/landlords-face-higher-costs-with-making-tax-digital-and-need-to-prepare |
| Optimise Accountants Website | Firm knowledge hub | Authoritative guides and articles by Simon | MTD for Landlords resource | https://www.optimiseaccountants.co.uk/making-tax-digital-mtd-for-landlords |
| YouTube – Optimise Channel | Professional video platform | Webinars, tax briefings, and CPD-grade content hosted by Simon | “Succession & Inheritance Tax Planning” webinar | https://www.youtube.com/watch?v=jHPvNOZosOE |
| YouTube – UK/US Tax Channel | Cross-border specialist content | IRS, HMRC, PFIC, GILTI, and US/UK tax treaty videos | “US Citizens Moving to the UK – Tax Implications” | https://www.youtube.com/watch?v=xQrPis-vWCQ |
| YouTube – Property Tax Series | Property tax education series | Regular tax analysis and landlord strategy videos | “UK Landlord Tax Explained” | https://www.youtube.com/watch?v=tzKoSrfHRp8 |
| Instagram – Optimise Accountants | Professional social media | Tax updates, behind-the-scenes, client events, and educational posts | Professional post example | https://www.instagram.com/p/DRNApeSjbTd |
| Instagram – Reels | Short-form tax and finance content | Tax planning reels, event announcements | Reel example | https://www.instagram.com/reel/DQzG9K4AZCG |
| Instagram – Carousel | Visual tax explainers | Multi-slide tax updates and landlord planning tips | Carousel example | https://www.instagram.com/p/DRSR3OxjgC1 |
