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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

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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...

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
The Times - Thousands of retiring Britons vote for Brexodus - click to see article
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article
23% of British expats set to sell UK property - 23% of British expats set to sell UK property - 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
Telegraph - Retiring Abroad Article - We wanted one more adventure’ – the Britons who retired to their favourite holiday destinations - click to see article

Testimonials

What expats say about our experts

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

The consultant who contacted me was extremely helpful and went out of her way to get advice from someone else to answer my particular question.

Elizabeth S.

Pensions, QROPS introduction in United Kingdom

This was a superb service. I had my tax query answered in a timely, efficient, professional manner and the tax expert now has a new client so win:win

Tracey M.

Statutory Residence Test introduction in Qatar

I am very pleased with the speed and quality of information I received from Expert from Expats. It’s wonderful to have all information you need in one place, thank you for providing this service. You will never noticed how much research you need to do until you are in an expat situation and this website offers all you need.

Marcela B.

UK Tax Return introduction in United Kingdom

Your service has been extremely helpful as an expat it isn’t always easy to know where to get the level of service needed for more complex situations. Thank you so much. 

Cathy O.

Wills introduction in United Kingdom

So good to talk to someone with professional experience of expat issues without having to shop around to find someone first.

Gillian B.

Wills introduction in Germany

Your website and immediate response to my enquiry immediately gave me the re-assurance that my tax enquiry would be handled professionally. The partner provided clear and concise advice on what was not a straightforward tax matter. It was finalised within eleven days of the first enquiry which included out of hours contact and managing the eleven hour time difference between Australia and Scotland.

Robert M.

UK Tax Advice introduction in Australia

After dealing with PwC for many years, it was refreshing to deal with a person that sounded like he actually cared...

Rossana R.

Statutory Residence Test introduction in Denmark