Information for British Expats

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. 

The expert was very friendly, helpful and precise in answering my questions on the rules on residence and domicile, and their effects on tax status, for UK-US dual citizens like myself and my wife. I was stimulated to confirm the salient points on Gov.UK. This has allowed us to plan our future stays in the US and UK. 

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

I found the whole advice experience with the consultant to be very professional. My questions were answered immediately and I trust the advice he has given me. Considering I am in Australia the time turn around was superb.

Very good service, easy to use, straightforward, very generous appointment with excellent advice. Will certainly come back when time is right to take action.

Your advisor answered all my questions, clearly and to my satisfaction.

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.

Excellent service and follow up. Would definitely recommend