Spotlight on...
British expats living abroad often find the standard of financial advice available is very different to the UK, where financial advisors are required to operate under the watchful eye of the UK regulators, the Financial Conduct Authority.
We’ve spoken to hundreds of expats since 2012 who have received poor financial advice normally as a result of unsolicited sales approaches.
As a result, we created our report into The State of Financial Advice for British Expats to highlight the unique financial challenges faced by expats and provide insight into how you can seek trustworthy financial advice.
Read our summary of the report, which includes insight and essential tips for expats, and provides a general overview of the current state of financial advice as experienced by British expats around the world.
If you are seeking financial advice from independent financial advisors we have a range of resources and articles available including a free introduction service which will connect you to one of our trusted partners.
Request introduction to a trusted independent financial advisor >
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
I was very pleased with the resources made available to me via Experts for Expats and will likely move forward with accounting services they referred me to. An impressive and helpful free service.
Julia H.
UK tax return introduction in United Kingdom
Super quick and provided all the advice I needed - my experience completely exceeded my expectations. Particularly useful service when you’re an expat without all the contacts and understanding that you take for granted in your home country.
Rachel B.
UK Tax Return, Double tax relief claim, Inheritance tax and estate planning introduction in United Kingdom
I was really impressed with the whole service from start to finish. Many thanks indeed for making things happen, particular thanks to Laurence who really made us feel comfortable and gave us great advice. Additionally, he passed on contacts for us which we have been able to use and will continue to do so. Thank you to the whole team
Sue K.
Capital Gains Tax introduction in Australia
Excellent service from start to finish. Would definitely recommend.
Nick S.
UK CGT introduction in United States
I found the session with the consultant to be very helpful in that it helped allay any concerns I had around my choice to manage my pension post-Brexit. I really valued the opportunity to be able to discuss what I was planning with an someone who could give an independent perspective.
Carl P.
Pensions and Brexit introduction in Spain
I'm very wary of website operations (particularly when it comes to government liaisons). But after a check-up on 'Experts for Expats' I decided to take the plunge. Since then I've been very pleased with the professional connection I was offered and the straight forward way it was presented.
Although I've not a lot of experience with this specialized type of service, I can say that if there's a better one on offer they had better be pretty f*cking good.
Michael C.
US Tax Matters introduction in United Kingdom
A very knowledgeable consultant gave me a thorough explanation of the issues involved, which was extremely helpful.
Warren B.
UK/US Tax introduction in United Kingdom
