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Renunciation planning
& quote request.

Step 1 of 14

7%

Do you have a Social Security Number?(Required)

Yes

No

Unsure

When did you last file a US tax return?(Required)

I've never filed a US tax return

More than 3 years ago

I'm up to date

Have you booked a renunciation appointment at a US embassy?(Required)

Yes, my appointment is in 2026/2027

I've joined the queue at the embassy

No

I've already renounced at a US embassy/consulate

Select your employment type(Required)

Check all that apply.

Employee

Self-employed / Freelancer / Contractor

I have a registered company

I have a partnership

Investment income only

Government assistance income only

No income

Roughly convert your annual income into US dollars.(Required)

$0 - $100,000

$101,000 - $150,000

$151,000 - $250,000

Above $250,000

Do you have any children that hold U.S. citizenship and their own Social Security Number?(Required)

Yes

No

In which of these years were they 16 years old or younger?(Required)

Select all that apply

2023

2024

2025

They were older in all years

Please confirm the following by selecting the statements...(Required)

My dependent(s) lived with me for at least 6 months of the tax year in question

I contributed at least 50% of their costs during the tax year in question

Neither statement applies

How many children do you want to claim for?(Required)

Are you the owner or beneficiary of a non-US trust?(Required)

No

Owner

Beneficiary

Both

More than one non-US trust

Do you invest in Mutual Funds, Unit Trusts, ETFs or QROPS?(Required)

No

Yes

Maybe, I'm not sure exactly.

Tell us your main country of residence(Required)

As you're filing from Australia, please select which accounts you hold...(Required)

Superannuation

Self Managed Superannuation Fund

None

As you're filing from Canada, please select which accounts you hold...

TFSA

RESP

TFSA & RESP

None

As you're filing from New Zealand, please select which accounts you hold..(Required)

Kiwisaver

None

As you're filing from the United Kingdom, please tell us about your private/employer pension.(Required)

I have an employer pension. My employer and I contribute equal amounts into my pension.

I have an employer pension. My employer contributes a higher percentage than I do.

I have an employer pension. My employer contributes a smaller percentage than I do.

I have an employer pension. I don't know my contribution percentage.

None of the above

Other