Expat wealth management, legal and relocation advice
Speak to a hand-picked, trusted expat specialist
Initial discovery call included
All of the experts in our network are chosen through a rigorous selection process and will be hand-selected for you based on the information you provide.
No robots. No algorithms. No stress.
Fill out the above form to provide us with details about your situation. This will give us the information we need to select the most suitable partner from our network. Once received, one of our team will be in touch to confirm the details of our selected partner within 24 hours.
Our chosen partner will contact you by email to invite you to book your free, no-obligation discovery call with them. The discovery call will allow you to discuss your situation in more detail and receive answers to general questions from a trusted expert, enabling you to evaluate whether you need any additional services.
After your discovery call, our partner will share an overview of your conversation,along with a proposal and fee breakdown for any services you discussed together during your call. At no point will you be under pressure or obligation to proceed with any paid services.
*The exact limitations of the discovery call are at the discretion of our partner and will be based on your circumstances, but formal advice cannot be provided during the discovery call.
Zoom Conference
7 November 2024 (14:00 GMT - 15:00 GMT)
I had the most comprehensive advice when compared to other potential providers. The session was the length required for my enquiry - not limited to 15 minutes. The advice included elements I could do myself, ie at no fee. Various options I wasn't aware of were raised and explored.
Caroline T.
Common Reporting Standard introduction in United Kingdom
A quick response and very happy with the consultant that was recommended
Jill P.
Investment Advice introduction in United Arab Emirates
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
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 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
The referral by Experts for Expats led me to a couple of advisers that provided exactly what I required. The adviser clarified what would be best for me as an individual with limited understanding of pension transfer implications and confirmed that I was correct in stepping away from what had been put in front of me by previous cold-callers.
Mark S.
Pensions introduction in North America
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
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
