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How our introduction services work How our introduction services work

How our introduction services work

We provide introduction services to a carefully selected group of partners with expertise in tax, financial planning, estate planning, property services, mortgage applications, Wills among many other areas.

These consultants are some of the leading experts in their respective field and we’ve conducted due diligence on all of them to ensure they can be trusted to provide the highest quality of service.

Personal assistance from the start

These people help us create and update the articles on Experts for Expats with the intention of providing as much information as possible to assist people making their decisions.

However, we also believe that it is irresponsible to expect people to use online articles to make decisions about their lives. It is vital that people can have their questions answered by professionals, or receive professional, regulated advice if required.

Since 2012, we have helped over 60,000 people get answers to their questions, as well as providing access to tax and financial services.

Helping Expats Make Smarter Choices

Speak to a trusted specialist >
hand selected experts

Hand picked experts

We provide expats of all nationalities and backgrounds with a personalised service from the offset. Your request is always dealt with by hand and you will be introduced to an expert who best fits your needs.

No AI, no algorithms, no jargon.

Free discovery call

Once your expert has been selected, you may be eligible for a free discovery call which will last around 15 minutes (potentially longer) and is designed allow our partner to understand more about your situation and enable you to have some general questions answered.

During the call, our partner will be able to explain any potential services, what would be included and a no obligation fee quotation allowing you to decide whether to proceed or not.

free consultation couple
ongoing services

Formal advice and services

Following the free discovery call, if you decide that you need formal advice or additional assistance from our partner, they will provide you with an overview of their services and details of any potential costs.

You are free to decide whether to proceed with any services or not, but there is never any obligation or pressure. 

If you proceed with any paid services, we receive a small payment from the advisor paid as an introduction fee.

Experts for Expats has been featured in...

Saga - Want to retire in the EU? What could the future hold for you? - click to see article
As a UK property seller living abroad am I liable for ‘sneaky stealth taxes’ such as CGT? - As a UK property seller living abroad am I liable for ‘sneaky stealth taxes’ such as CGT? - click to see article
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article
Telegraph - Retiring Abroad Article - We wanted one more adventure’ – the Britons who retired to their favourite holiday destinations - click to see article
Are you a British expat whose bank account is being closed due to Brexit? Here's what's happening and what you can do about it - Are you a British expat whose bank account is being closed due to Brexit? Here's what's happening and what you can do about it - click to see article
The Times - Thousands of retiring Britons vote for Brexodus - click to see article

Testimonials

What expats say about our experts

I recommended the website to my father as I found it very useful and informative

Adam G.

Capital Gains Tax introduction in Switzerland

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

Exceeded my expectations because of this I feel confident to use fee paying services. Thank you.

Matthew E.

Capital Gains Tax introduction in New Zealand

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

Excellent service from start to finish. I received an introductory email from Experts for are part following my enquiry, informing me a consultant will be touch shortly. I was contacted shortly and had a phone call arranged, which went brilliantly. I would certainly recommend Experts for Expats, brilliant service. Many thanks

Lavelle, S.

General Financial Advice introduction in Gibraltar

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

Moving to a new country with all the different tax / pension rules can be daunting. Not only do I now understand our options but also that we are in a much better position for our retirement than we thought we were. A big relief. Thank you. 

Jeremy, G.

Pension transfer, Retirement planning introduction in United States

I have actually already recommended the site to someone else in a similar situation to me. I did quite a bit of searching, and Experts for Expats was one of the many sites I engaged with. However after the responses from everyone, there was absolutely no doubt in my mind that this was the best service.

John W.

US Tax Return introduction in United Kingdom