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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.

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BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article
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The Times - Thousands of retiring Britons vote for Brexodus - 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

Testimonials

What expats say about our experts

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

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. 

Donald T.

UK/US Tax matters introduction in United States

A quick response and very happy with the consultant that was recommended

Jill P.

Investment Advice introduction in United Arab Emirates

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.

Ian B.

UK Capital Gains Tax introduction in Australia

Quick and first consultation free without commitment in case you didn’t find it useful. Avoids having to search for experts online that you may/may not trust.

Leila G.

Double Tax Treaty introduction in Germany

Really happy with the service from start to finish, thank you for your help

Adam M.

UK Tax Return introduction in Spain

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 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