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Finance, investments and pensions

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Request your free introduction to a fee-based financial advisor

Our free introduction service will connect you with a hand-picked independent financial advisor that can help with your financial planning, investments and retirement plans.

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Experts for Expats has been featured in...

Telegraph - Retiring Abroad Article - We wanted one more adventure’ – the Britons who retired to their favourite holiday destinations - click to see article
Saga - Want to retire in the EU? What could the future hold for you? - click to see article
The Times - Thousands of retiring Britons vote for Brexodus - 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
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
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article

Testimonials

What expats say about our experts

To be honest the service has been exceptional and the Experts for Expats partners have been very good in their response and help so far. I’d definitely recommend your web service.

Michael M.

UK Tax Return introduction in United Kingdom

After dealing with PwC for many years, it was refreshing to deal with a person that sounded like he actually cared...

Rossana R.

Statutory Residence Test introduction in Denmark

As an expat who has been living outside the UK for 30 years, it was reassuring to speak to a representative of your company who seemed to have his clients interest at heart, especially when the client has no expertise in finances and investment.

Phil. C.

Pensions introduction in France

Quick efficient and friendly - answered my question re tax status for my dual US/UK National daughter

Liz H.

Tax introduction in United Kingdom

In my particular case the referral was very speedy., the advisor was very confident, had relevant qualifications and knowledgeable about the legislatives framework and the in relevant jurisdiction and products was clearly up to date with a good fit

Neil B.

Pensions introduction in Australia

Our consultant was very professional but listened. He then made an effort to speak in clear language and make easily understood recommendations.

Peter J.

UK Tax Return introduction in Canada

The consultant is highly professional, informative, kind, while keeping the communication flow in a very friendly manner, which renders the consultation as a very pleasant talk.

Steva S.

Italian Relocation introduction in Serbia

I would just like to thank you very much for putting me in touch with a specialist in your network. He was an enormous help to me and seemed to have a good understanding of my situation and was able to address my questions very adeptly and very quickly. I spoke with him last week and it was really helpful, as was his follow-up email.

Patricia M.

Split year treatment, UK tax return introduction in Switzerland