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How our introduction services work How our introduction services work

How our introduction services work

We provide introduction services to a carefully selected group of partners with expertise in tax, financial planning, estate planning, property services, mortgage applications, Wills among many other areas.

These consultants are some of the leading experts in their respective field and we’ve conducted due diligence on all of them to ensure they can be trusted to provide the highest quality of service.

Personal assistance from the start

These people help us create and update the articles on Experts for Expats with the intention of providing as much information as possible to assist people making their decisions.

However, we also believe that it is irresponsible to expect people to use online articles to make decisions about their lives. It is vital that people can have their questions answered by professionals, or receive professional, regulated advice if required.

Since 2012, we have helped over 60,000 people get answers to their questions, as well as providing access to tax and financial services.

Helping Expats Make Smarter Choices

Speak to a trusted specialist >
hand selected experts

Hand picked experts

We provide expats of all nationalities and backgrounds with a personalised service from the offset. Your request is always dealt with by hand and you will be introduced to an expert who best fits your needs.

No AI, no algorithms, no jargon.

Free discovery call

Once your expert has been selected, you may be eligible for a free discovery call which will last around 15 minutes (potentially longer) and is designed allow our partner to understand more about your situation and enable you to have some general questions answered.

During the call, our partner will be able to explain any potential services, what would be included and a no obligation fee quotation allowing you to decide whether to proceed or not.

free consultation couple
ongoing services

Formal advice and services

Following the free discovery call, if you decide that you need formal advice or additional assistance from our partner, they will provide you with an overview of their services and details of any potential costs.

You are free to decide whether to proceed with any services or not, but there is never any obligation or pressure. 

If you proceed with any paid services, we receive a small payment from the advisor paid as an introduction fee.

Experts for Expats has been featured in...

As a UK property seller living abroad am I liable for ‘sneaky stealth taxes’ such as CGT? - As a UK property seller living abroad am I liable for ‘sneaky stealth taxes’ such as CGT? - click to see article
Saga - Want to retire in the EU? What could the future hold for you? - click to see article
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article
The Times - Thousands of retiring Britons vote for Brexodus - click to see article
23% of British expats set to sell UK property - 23% of British expats set to sell UK property - click to see article
Are you a British expat whose bank account is being closed due to Brexit? Here's what's happening and what you can do about it - Are you a British expat whose bank account is being closed due to Brexit? Here's what's happening and what you can do about it - click to see article

Testimonials

What expats say about our experts

I've been impressed by all aspects of my dealings to date. The clarity of the information given, the job knowledge of the consultant and the lack of pressure for me to sign up to anything have been what I am especially satisified with.

Timothy S.

Investment advice introduction in United Arab Emirates

So good to talk to someone with professional experience of expat issues without having to shop around to find someone first.

Gillian B.

Wills introduction in Germany

I don't normally recommend financial providers to anyone as it is so personal but if someone asked specifically for advice for Expats I would suggest they tried your website.

Liz S.

Investment Advice introduction in United Kingdom

A really useful service, both prompt and precise.

Gareth A.

Uk Tax Return introduction in United Arab Emirates

I was really impressed with the whole service from start to finish. Many thanks indeed for making things happen, particular thanks to Laurence who really made us feel comfortable and gave us great advice. Additionally, he passed on contacts for us which we have been able to use and will continue to do so. Thank you to the whole team

Sue K.

Capital Gains Tax introduction in Australia

Very speedy connection with expert, who was very helpful to answer and discuss my tax questions. Only didn't continue to work with him as we determined in consultation that, for my situation, a self-assessed tax return was not necessary. Would recommend the service!

Michael W.

Split Year Treatment introduction in United States

Seemed to work very smoothly, and I'm really happy to have got straight to someone who could help me

Andrew E.

UK Capital Gains Tax introduction in Germany

Although my personal situation and circumstances are a bit complicated Alan was very professional and took the time to understand the various issues and concerns. He's come back with some things for me to consider after which I'll make some decisions about how to proceed.

Gordon. H

Pensions, SIPP introduction in Canada