Daniel Harbuck
Executive operating across the UK and US needing structure and tax efficiency. £7,000 tax savings and long-term advisory partnership.
Introduction
Daniel Harbuck manages several businesses across the US and UK, each with its own compliance requirements and tax implications. Financials were scattered, compliance gaps were emerging, and cross-border obligations were not aligned with optimal tax structure.
Content
Operating in two jurisdictions creates complexity: 1. Multi-entity revenue streams 2. Differing tax rules (HMRC vs IRS) 3. Currency implications 4. Fragmented bookkeeping 5. Unclear income allocation Daniel needed a consolidated financial system and a tax-aligned structure that reduced risk and captured savings. The engagement began with a full review of all entities’ books. Bookkeeping inconsistencies were corrected, control accounts cleaned, and compliance files brought up to standard. Next, cross-border tax inefficiencies were identified, particularly around income structuring and timing. Advisory was provided on optimizing earnings distribution, allowable deductions, and dual-jurisdiction implications. A consolidated financial overview was created to give Daniel clarity across all revenue streams. Results • £7,000 saved in UK income tax • Clearer financial structure across both jurisdictions • Long-term CFO advisory relationship established • Risk exposure reduced across all entities Daniel now operates with confidence knowing his cross-border obligations are optimized and compliant.
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