Other countries
I learned a lot from the consultant, including very simple things like what inflation is! He explained things very clearly and did not mind explaining simple things. I feel very well informed about all my options after talking to him. Thank you
Rosanna K.
Investment Advice introduction in United States
I had my consultation with Stephanie, who was really polite and friendly. She listened to my circumstances and analyze it. She also clarified the misunderstandings from my side as well. Overall, the session was extremely helpful.
Adam L.
Irish Tax Matters introduction in Ireland
The consultant gave sound and relevant advice without trying to sell me services. His advice gave me the information and approach for my next step. He advised I try myself but made it clear he could help further if I needed it - and as precise and clear about the cost of using his services for the next step. Couldn't have been better.
Ivor M.
Double Tax Relief introduction in Portugal
Communication was clear and prompt. The recommended consultant was knowledgeable and able to cater to our needs and unique circumstances.
Simon C.
Canadian Tax Return introduction in Canada
Quick and first consultation free without commitment in case you didn’t find it useful. Avoids having to search for experts online that you may/may not trust.
Leila G.
Double Tax Treaty introduction in Germany
The expert provided was highly professional, gave useful information and advice and provided me with a recommendation of a firm to deal with the nitty-gritty.
Matt K.
Pensions introduction in Portugal
At a time of some confusion, the expert pointed the way that helped me better understand the problem I was having, and the best approach to solve it.
Michael M.
UK Tax Matters introduction in China
I was extremely dubious and cautious going into this process. I have two pension pots in the UK that l have been trying to consolidate and rebalance for over a year with nothing but stalling and red tape from the two companies in the UK.
In desperation l followed up a lead from Google. I am glad l did. I will now be able to manage MY money from the US with an engaged and informative partner, instead of dealing with people who have zero interest in growing my accounts.
It’s a big relief and l look forward to developing this relationship wrt the rest of my retirement planning as part of my portfolio. Thanks so much for your help and referral. This is a legitimate organization with the expertise and support expats need.
Joanne E.
Pensions introduction in United States
