Help, Advice and Events
I was shocked after years of traveling to come across such a professional organised group. There are no hard sells only professional advice, when I make my next move I will follow up with them.
Michael M.
Portuguese Non-Habitual Residence introduction in Singapore
Very impressed by speed of response and the quality of the advice given. I will use the consultant's services in the future without a doubt.
Ian W.
Statutory Residence Test introduction in Spain
I was positively surprised at how easy and honest the whole process was. There wasn't any pressure to pay for anything I didn't want to, or sign up for an ongoing relationship - just straightforward, honest advice. If only all advisory services were as smooth as this!
Alexander C.
Irish Tax introduction in United Kingdom
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
I was very impressed with the speed and quality of the communication and the amount of information I got in a 30-min consultation. There was no undue pressure on me to buy anything, and it was nice to be able to talk to someone who understood both the UK and US markets. I think this would be an excellent service for anyone with substantial pension pots, is unsure about leaving their money where it is or to transfer it to where they now live, and is looking for either just advice and help with admin or wants a full service.
Helen C.
Pension transfer introduction in United States
Your service has been extremely helpful as an expat it isn’t always easy to know where to get the level of service needed for more complex situations. Thank you so much.
Cathy O.
Wills introduction in United Kingdom
It became clear from the quality of the checks and the early exchanges that I could be confident in the expertise. Indeed I received valuable information and advice.
Louis AvG.
Statutory Residence Test introduction in United Kingdom
The service was very fast, efficient and high quality from start to end. The consultation was very helpful and there was no sales push.
David B.
UK Capital Gains Tax introduction in Luxembourg
