Very pleased with the introduction, whom I have now retained. I interviewed several prospects and they came out on top due to the crisp, concise answers they provide and the reasonableness of their fees.
Sylvia B.
Remittance Advice introduction in United States
Your website and immediate response to my enquiry immediately gave me the re-assurance that my tax enquiry would be handled professionally. The partner provided clear and concise advice on what was not a straightforward tax matter. It was finalised within eleven days of the first enquiry which included out of hours contact and managing the eleven hour time difference between Australia and Scotland.
Robert M.
UK Tax Advice introduction in Australia
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
My question was simple but handled incredibly efficiently - I would not have the slightest hesitation in using your services for any future issues.
Rebecca P.
UK CGT introduction in United States
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
The advice was clear and tailored for my personal situation. I was very impressed at the level of detail. Your advisor is clearly very knowledgable. Although I have no immediate need for assistance, I will certainly reach out when the time comes. Many thanks once again.
Matthew D.
UK Capital Gains Tax introduction in United States
It’s good... a good experience - I got just what I was looking for and needed/wanted
Richard T.
UK Tax Matters introduction in United Arab Emirates
The consultant was incredibly helpful, and even suggested some thoughts / ideas I had not considered - I will be using his services once I move.
Leighton A.
Australian Tax Matters introduction in United Kingdom
