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 >
My situation was rather complex and the chosen partner made me feel confident and at ease by the time we finished.
Bruce P.
US tax return introduction in United Kingdom
I highly recommend The service provided by Experts for Expats. They were quick, efficient and extremely helpful. I got all the answers I needed.
Jacinta G.
UK tax return introduction in Greece
Connected me with a great US tax advisor who had exactly the expertise I needed.
Max J.
US Tax Return introduction in United States
We have been struggling with the complexity of the immigration process to the UK. Experts for Expats referred us to a tax accountant who was very responsive and in just a few minutes clarified many of our questions and gave us some peace of mind regarding at least that part of the process. We are very pleased and will continue to use the site and the referred accountant as we continue to navigate the process.
Lolin G.
Cross border tax planning introduction in United States
It was a fast and efficient service and put me in touch with a professional who was able to give the advice I was looking for.
Connor P.
UK CGT 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
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
Very impressed with the speed of both Robert and the consultant I was connected to. The consultant definitely had good knowledge of the space and was very professional.
Andrew B.
Double tax relief introduction in United Kingdom
